Tips for CEOs: Analyzing Transactions by Branch and Origin Code

These are tips for CEOs using the Analyzing Transactions by Branch and Origin Code screen while preparing for Board Report meetings.

Understanding Branch Utilization

·     Same tools – Month/Year, Deliver Channels, but all of your branches are displayed and the transaction counts are cumulative.

·     Contrast how many people you have per branch versus the branch share of the activity.

·     Good display to see all of the delivery channels in one place, and to give your members a WOW factor for how much members do with you on a monthly basis.

·     Use one delivery channel or all five at once give the group an idea of the difference between highly automated transaction channels and the ones where employee drives the activity with the member.



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