Learn From a Peer: Cashed Check Fee Configuration Comparison

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Peer Criteria Selection

3765

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Access this screen via Learn from a Peer (F14) from the Check Cashing Fee Configuration.

View the final Learn from a Peer: Check Cashing Fee Configuration Comparison screen

Introduction

As promised in the CEO Strategies meetings, we are moving ahead with developing more Learn from a Peer features in CU*BASE. Learn from a Peer was designed to encourage an environment of innovation where we learn from each other’s combined experience. Our first foray into this functionality was the Tiered Services comparison where we compared aggregate Tiered Service statistics between credit unions. Now we are moving forward with our second style of comparison, the ability for one credit union to compare its individual configuration side-by-side with the configuration of another credit union. With the introduction of these comparison configuration screens, more people can have access to this information, such as managers and auditors. Take a moment to consider your configuration!

First you choose your comparison credit union comparison range (by size or asset range) and select the comparison credit union from a list of credit unions that fit that criteria. (You can even adjust the range to compare your credit union with a much larger credit union.) The Check Cashing Fee Configuration screen is broken down into three sections: Member Cashed Checks, Non-Member Cashed Checks and Fee Waivers. The final Learn from a Peer screen provides a color separated side-by-side view of both credit unions' selections to provide easy one-to-one comparison. Interested in a another comparison? Just use Learn from a Peer (F10) and select different comparison criteria.

NOTE: This comparison will only allow you to compare your configuration with other credit unions on your system.

Helpful Resources

1.   Select whether to analysis your data by Member Range (# of memberships in MASTER file) or Asset Range.

2.   Select a range. This will default to a range ten percent greater and ten percent less than your credit union’s figures. Keep this range to compare yourself to credit unions of your membership or asset size, or choose alternate numbers (for example, selecting numbers greater than your credit unions to compare your credit union to those larger than you own).

3.   Press Enter to move to the second screen listing the credit unions that fall into that criteria.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#3765g.htm