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Tracking Sales, Service and Productivity in the Lobby

Business intelligence, obtaining actionable insight from the information credit unions already collect and store, is often presented as the solution to a world of sales, service and productivity issues. BI can be just that, but too often a lack of understanding of its benefits, difficulty in extracting it or insufficient...

By W. Michael Scott | Updated on April 10, 2013

Business intelligence, obtaining actionable insight from the information credit unions already collect and store, is often presented as the solution to a world of sales, service and productivity issues. BI can be just that, but too often a lack of understanding of its benefits, difficulty in extracting it or insufficient follow-through, affects the ability to affect meaningful change.

BI solutions implementation is straightforward and the value is quickly evident in the lobby. Systems that track sales, service and productivity in the lobby provide meaningful data and a clear path to improvement.

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