Join the Asterisk Intelligence Team for a Dashboard Dive!
Join the Asterisk Intelligence team as they review CU*BASE tool #536, the Money Movement Analysis dashboard. Have you been looking for an easy way to identify large dollar transactions? Whether your focus is on deposits, loans, or certificates, this dashboard can be used to identify the exact transactions you’re looking for, whether it be cash in or out. Learn how this dashboard can be used to take action with built-in file generation and member outreach capabilities, or take your analysis to the next level with Common Bonds. Review account activity for insights into large transfers out of the credit union, or across products within the credit union. You have questions, this dashboard has the answers!
Ask, See, Act, and Profit with the aid of Asterisk Intelligence!
Thursday, June 27
12:00 PM – 1:00 PM PT
Don’t forget: if you would like to help co-host one of our Dashboard Dive sessions, you can earn a $25 gift card! Click here to learn more.
Or, click here to view summaries of our upcoming Dashboard Dive sessions.