Frequently Asked Questions
- What is PowerBI?
- How do I view Average Balances?
- Can I Filter by Services?
- How Are Profit Tiers Distributed?
- What Are Balance Quadrants in Strum Platform?
- How Are Generations Populated in Strum Platform?
- How Do Epsilon Lifecycle Niches Work?
- What Data Elements Does Strum Platform Append to Enrich the Data?
- What Can I Find in the Reports Center?
- Can I Filter by Credit Score?
- What are on the Insights within each Chapter?
- What is the FTP Rate and Profitability Model?
- What is the List Manager?
- What is the Difference between Filtering at an Account Level vs Filtering at a Member Level?
- What’s the difference between the Dashboard Filter Engine and the Member List Filter Engine?
- Can I send to Joint Account Owners?
- How Do I Add Users to My Strum Platform Instance?
- What is the Member Trends Summary Report
- What type of Reporting Can I Find in the Personas Dashboards?
- What is the Persona Builder?