During this half-day (3-4 hour) engagement you and your team will learn about Asterisk Intelligence’s Ask, See, Act, and Profit tactic for monetizing information and DRIVING results. Learn how this approach can be incorporated into your credit union’s culture to generate actionable insights and help to identify areas of opportunity. Our specialist will impower you with the tools, tactics, and systems needed to operationalize data analysis, establish a train schedule approach to generating insights, and foster a data centric culture within your credit union.
What You’ll Receive
• Education
o Training on CU*BASE Dashboards, emphasizing tools designed to identify opportunities
o How to take ACTION, building member marketing lists using CU*BASE
o How to analyze member segments for areas of opportunity
• Tactics
o Ask, See, Act, Profit – educating how to apply this ASAP Tactic
o Asterisk Intelligence’s Proprietary ASAP Run Sheet
o Customizable Data Analytics Train Schedule Template
Your operational data contains hundreds of opportunities waiting to be discovered and ACTED upon, have you made it a priority to look for and target these opportunities? Get started today!
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