After placing your order you will be contacted by an Analyst to discuss your current priorities and areas of interest, as well as clarifying project lead times and fulfillment. Your consulting engagement will typically be scheduled 3-5 weeks after placing your store order. During this 2 hour engagement, you and our analyst will review your operational KPI’s, discuss identified areas of strengths and opportunities, as well as education on how to take action from your data, leverage your CU*BASE resources and how to monitor results.
Key Performance Indicators typically analyzed
- Membership Growth and Turnover
- Loan Portfolio Analysis
- Share Portfolio Analysis
- Certificate Portfolio Analysis
- Loan Application Pipeline
- Trending Interest/Dividend Accruals
- Product and Service Penetration
- Electronic Channel Utilization
- And much more!
*Subscribing to Analytics Booth is a pre-requisite for this engagement.
This engagement is perfect for annual business planning and new executive orientation. The destination is limitless when you are driving with a map. Get started today!
Ask about pricing discounts for reoccurring engagements.