Erik Schmitt

Digital Technologies Assistant

Erik is a programmer with over 10 years' experience. He plays an integral role with our Statements and DataFlex products. He works on statement programming, selective/personalized statement marketing, and DataFlex financial marketing, reporting, and tracking solutions.

Erik's contributions to our blog include his writings on various statement programming and DataFlex marketing strategies.

DataFlex has powerful ad-hoc reporting and a large number of pre-made reports and charts and visualizations with plenty of information about members, balances, averages, and other numbers. There is another feature of DataFlex I’d like to discuss today, and that is targeted marketing campaigns. Onboarding Campaigns One of the keys to retaining new members is…

 

DataFlex is a great source of detailed data on members, balances, averages, and other numbers, but sometimes a higher-level view of trends is needed for a presentation, or a visual display of data can be a better way to understand the data and underlying trends. There are two main ways of visually displaying data that…

 

DataFlex is very simple to get started with, but that doesn’t mean its capabilities end there. There are many advanced features that are very powerful and add a lot of flexibility in building reports. I’d like to go over three of these features: filters, custom groups, and metrics. Filters First, I’d like to talk about…

 

Earlier this year we upgraded our DataFlex platform to take advantage of ever-increasing software technology and browser capabilities. Although most of the updates are “under the hood”, there are some other more visible enhancements that I would like to take some time to discuss.

 

We’ve expanded our capabilities numerous times over time and continue to add more data points and categories that can be examined. The more areas of investigation that we add to DataFlex, the more details and trends that credit unions can study.

 

Accessible directly from within DataFlex, these videos are concise 1-2 minute clips that explain how to do numerous common tasks and are easy to refer to while interacting with DataFlex. Our training videos are neatly organized into categories to help our clients quickly find what they need.

 

When it comes to the design of your statements, it can be hard to look past the layout that comes from your statement vendor and see the possibilities. Or, perhaps your statements were last redesigned years ago and are due for a refresh. I’ll outline some ways to improve the look of your statements, enhancing their visual appeal, readability, and their marketing effectiveness. All of these factors will combine to create a positive impact on how long members look at your statements, and also your statement marketing.

 
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