Open - Closed Membership Analysis (4)

Screen ID: IOCMA-02
Screen Title: Open-Closed Account Analysis
Panel ID: 4031
Tool Number: 553
    Click here to magnify

Access this screen by using Enter from the previous analysis dashboard screen.

This is the fourth of the New-Closed Membership Dashboards.  Use this analysis to view data on the memberships of the accounts you selected on the first screen.

View on this screen count and percentage of the following statistics on your members:

  • Enrollment in self-service products, such a online banking, bill pay and eStatements (also data on non-members)

  • Members with an email address (also data on non-members)

    • NOTE: This figure does not take into account email addresses that may have been marked as invalid.

  • Members with a checking account (also data on non-members)

  • Members with a ATM and/or Debit card (also data on non-members)

  • Members who have opted in for credit union marketing items

  • Members who have opted in for third party marketing items

  • Members who have opted in for Reg E

NOTE: The Records Analyzed figures in the upper right corner indicate the number of accounts that fit the criteria entered in the selection screen, as well as the memberships to which they belong.