Analyzing Your… Plastics Portfolio and Transactions

This broad training session will focus on a variety of topics, but the primary focus will be on ways your members are using their debit and credit cards.

We will review several CBX reports and dashboards focused on member transactions, contingent liability, and more, as well as the storage and retention of a member’s card and transaction data.

Leverage the software to better understand how your members interact with their credit union.