Becoming your member’s primary financial institution is the objective of any credit union. This analysis is a valuable tool to understand the role you do play in their financial lives, and find engagement opportunities early. Set yourself up for success with insights into your youth membership’s persona, account composition, and the overall group’s strengths, weaknesses, and opportunities. Repeating this analysis periodically can also be a tool to measure the health of the group, or success of any communications targeted to the members!
What You will Receive
Once your analysis is complete, you will receive a personalized data briefing discussing our analytical findings, as well as a project summary report for your future reference. You will also receive the name and location of all CU*BASE database files which include the exact memberships which were evaluated. Your project summary will include a list of criteria evaluated, a demographic profile, evaluation of current relationships, and suggestions for engagement opportunities, risks, and marketing strategies for these members.
Data Briefings can be a one-time engagement, or a scheduled recurring briefing at the frequency of your choosing.
How to Use this Analysis
Share these findings with your board, or staff to set a baseline of knowledge on the current profile on these members. Or, to compare against a previous analysis. If you find there’s a need to review any section in more detail, reach out to Asterisk Intelligence.
Use the results to direct planning and implementation based upon the trends identified and recommendations from Asterisk Intelligence. We will provide you with CU*BASE files of the memberships that were included in the analysis. These files will be compatible with existing CU*BASE tools for communications. Ask us about our partnership with Xtend who can assist with campaign execution. You could choose to download the files for further internal analysis or use with other marketing tools.