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After a brief hiatus, we are excited to reintroduce you to the CEO Tickler. This newsletter, sent directly to credit union CEOs, will be a regular nudge to help you challenge and encourage your team to be more curious and inquisitive.
The challenge for you as a CU leader is to tap into CU*BASE and answer the questions...or make sure your team knows how to answer the questions. Asking questions lets people know you are interested in what they do. Asking questions can spur conversations that lead to positive change. Asking questions can lead to a culture that constantly looks for opportunities everywhere. Aren't you curious? |
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Where will you find emerging patterns of deliquency in your loan portfolio? |
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This dashboard is a window showing number of accounts and dollar amounts for yesterday, last week, and last month. |
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Where will you determine the amounts of unused credit available to your members? |
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Your members are pre-approved for lines of credit that they aren't using. Have you contacted them? When they need a loan, don't expect them come to you before talking with a banker down the street. Be their first choice for loan applications. Find out which members to contact by watching this dashboard. |
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Where can you instantly compare lending goals for the month to actual results, at any point? |
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From the first day of the month to the last, from any point in a quarter, on any one day of the week, and using any combination of statistics, this menu option reveals loan production in relation to goals. Here's one idea: Filter key factors by employee, loan category, branch, or delivery channel. |
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Successful sales require consistent follow-up. Where will you find the outstanding follow-ups? |
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While you can track the success rate of your employee's follow-up activities here, this dashboard is only one in a series of screens that help you keep your thumb on the pulse of your cross sales initiatives. |
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Which loans have been most profitable for your credit union? |
Which have turned out to be the bane of your bottom line?
This CU*BASE dashboard displays the analytics you need to manage your loan portfolio day to day, week to week, month to month. |
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Keep Asking Questions! |
Have you found the answers yet? More importantly, have you prompted your team to see if they know the answers? If you're stuck, in two weeks we'll send a follow-up newsletter with a few hints. Read back issues of the CEO Tickler at http://www.cuanswers.com/ceo_ticklers/ |
