Are you using your MCIF to its full potential? In our busy schedules it can be difficult to take advantage of its full capabilities.
Whether is finding the right report to publish key data, or using the right queries to get the data you need, I can assist you in these endeavors so you can focus on your other marketing initiatives.
Here are some of the things I can do for you:
- Complete review of system to insure is running at optimum level
- Review interface mapping and verify fields are properly mapped
- Recommend fields to add and/or remove from interface mapping in order to improve your data analysis and system’s efficiency
- Insure fields are populating with the correct data
- Identify reports that can be useful for your marketing strategies
- Automate queries, reports created on a weekly, monthly and quarterly basis
- Maximize utilization of Touché
- Are you using ListExpert, Messenger, Batch Definitions, Executive Summary, etc.? I can set it up and train you on how to use them.
- Clean up product and service definitions
- Compare Product Totals report to financial institution’s GL report, verify whether deposit and loan balances match at the aggregate and product levels and identify inconsistencies