2.9.1 Release Notes
February 2024
Introduction of Enhanced Insights Questions
The initial set of 6 Enhanced Insights Questions is now available for all Platform users. These questions are designed to offer a higher level of customization in filtering key opportunity targets for CDs, Checking, Home Equity, Credit Cards, Financial Education, and Digital Services and users can directly create a marketing list from the window. To access these enhanced insights, simply navigate to the 'Insights' button on the top activity bar within the Strum Platform, available in within the applicable chapter. The CD and Checking Enhanced Insights are found within the Deposit Chapter, and remaining Credit Card, Home Equity, Financial Education and Digital Services are located within the Loans Chapter.
New Questions Added:
| Chapter | Question |
|---|---|
| Loans | Which of my current members do not have a Credit Card Relationship? |
| Which of my current members do not have a Home Equity Relationship? | |
| Which of my current members may benefit from Financial Education? | |
| Which of my current members may not be leveraging Digital Services? | |
| Deposits | Which of my current members do not have a CD relationship? |
| Which of my current members do not have a Checking relationship |
New Crosstab Report in Insights
Accompanying the redesigned Enhanced Insights Questions is a highly customizable crosstab report now available within the Insights window of the newly released questions. This visual enhancement allows users to effortlessly analyze members based on an expanding array of data variables, such as member tenure and unique services, age tier, FICO tier, and more. As the first of its kind within the Strum Platform, this feature empowers users with the flexibility to segment members and explore key product cross-sell opportunities in a personalized manner. Users can quickly and seamlessly view the target opportunity and analyze the segment for insightful counts and ratios between two intersecting data elements.