Duration
Two 2-Hour Sessions Online or On-Site, 1-Hour Follow-Up Session Online
Consulting or Custom Training
Consulting
Designed For
Data Analysts and Management
Implementing Your Unique Data Management (UDM) Strategy with Custom Fields
$100.00 / per hour
Asterisk Intelligence will work with you to expand your tracking and reporting capabilities by utilizing the Unique Data Management (UDM) toolkit in CBX.
We will work with the credit union management team to identify member and account data that are not currently being stored in CBX. In addition to creating member-level and account-level custom fields, we will train your staff on using the Self-Directed Data Flood toolkit to mass update these custom fields with data that are tracked manually or provided by a 3rd party.
You will also receive assistance with merging these custom data fields with your new or existing custom reports using CBX Report Builder.
