Asterisk Intelligence Free Check Up!

Free!

Online Only

This engagement is for credit unions that may or may not be leveraging Analytics Booth, CU*BASE Dashboards, Custom Fields/UDM, CU*BASE Queries/Automation, CU*BASE Data Warehouses, and additional data resources within our network. We will review with you each one of these strategies and why they should be important to you. What we’ll review:

  • Do you have a data analyst on staff? If not, who do you go to for your data needs?
  • Are you using Analytics Booth?
  • Do you have any data warehouse needs? If so, we can help strategize alongside your goals.
  • What are your favorite CU*BASE dashboards? Don’t have any? We’ll help you pick some.
  • Where are you gathering information for your board packet today?
  • Upcoming enhancements, and projects that impact the world of data.
  • Upcoming training events that you your team may be interested in attending.

We’ll make recommendations for products or engagements in this catalog that may be beneficial to help you achieve your goals!

Duration

30 minutes

Consulting or Custom Training

Consulting

Designed For

Credit Unions that want to get the most out of what is available or to leverage their existing toolset to do more!

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