PolicySwap

Credit unions are subject to a bewildering number of policies and regulations. In order to assist credit unions with managing their obligations, PolicySwap has been created to help simplify the compliance process and hopefully reduce the compliance cost burden for each institution.

PolicySwap is a collaborative website where CU*Answers clients can share policies and procedures with each other. Not sure what your BSA policy needs to say? Browse here and select a policy from your peers. Each policy is reviewed by the CU*Answers team for quality, to ensure you are receiving the best possible value for your time. Also, if you have policies you wish to share, remember that you can collect CollabRebate points that can be redeemed for cash. And if you have a regulatory exam coming up, check out ExamShare where you can review the latest news regarding examinations of your peers. PolicySwap and ExamShare are examples of the Power of the Network.

Visit PolicySwap

Updated
February 18, 2015

Reminder: The AB_23.12 Analytics Booth Release Arrives December 10th

Reminder: The AB_23.12 Analytics Booth Release Arrives December 10th

The Asterisk Intelligence Team is excited to present the AB_23.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 10th!  This release features: A new Alert and Report workflow with Smart Alerts Enhancements to the Member Management page for Admins Modifications to Trends and Trends Peer Comparison pages And more! View the Release… Read more »

Nov 28, 2023

The AB_23.12 Analytics Booth Release Arrives December 10th

The AB_23.12 Analytics Booth Release Arrives December 10th

The Asterisk Intelligence Team is excited to present the AB_23.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 10th!  This release features: A new Alert and Report workflow with Smart Alerts Enhancements to the Member Management page for Admins Modifications to Trends and Trends Peer Comparison pages And more! View the Release… Read more »

Nov 21, 2023

Join us for a Conversation on Analytics Booth

Join us for a Conversation on Analytics Booth

You are invited to join us for a conversation on Analytics Booth! You will hear how credit union executives and managers can utilize the Alerts feature to maintain a better grasp of their business and avoid uncomfortable surprises in their operations. This Conversations on Analytics Booth session will also be a time to participate in platform… Read more »

Oct 12, 2023

Strategic Shorts: Attaching Goals to Key Metrics

Strategic Shorts: Attaching Goals to Key Metrics

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how you can attach organizational goals to key metrics for your credit union.  Goals… Read more »

Jul 18, 2023

Leadership 2023 Recap: Highlights from the 23.06 Analytics Booth Release

Leadership 2023 Recap: Highlights from the 23.06 Analytics Booth Release

If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered!  Today’s hot topic is the 23.06 Analytics Booth Release, which was deployed on June 25th.  This latest Analytics Booth Release featured: A revamped Trends homepage, with a more data-driven look… Read more »

Jul 14, 2023

Strategic Shorts: Comprehensive Reporting Using Charts

Strategic Shorts: Comprehensive Reporting Using Charts

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how you can view trending data to gain a more comprehensive look at your… Read more »

Jul 11, 2023

Strategic Shorts: Favorite Trends in Analytics Booth

Strategic Shorts: Favorite Trends in Analytics Booth

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how to “favorite” your trends.  When activated, Favorites allows you to pinpoint information without… Read more »

Jul 11, 2023

Join Us for a Dive into Analytics Booth: What Every User Should Know

Join Us for a Dive into Analytics Booth: What Every User Should Know

Utilizing the trending capabilities of CU*BASE Integration to our web platform, Analytics Booth helps credit union executives and managers capture, visualize, analyze, and use data analytics to guide their business decisions, celebrate their wins and minimize risk. Whether you are a new or existing subscriber, we invite you to join our upcoming webinar as we… Read more »

Jun 16, 2023

The AB_23.06 Analytics Booth Release Arrives June 25th

The AB_23.06 Analytics Booth Release Arrives June 25th

The Asterisk Intelligence Team is excited to present the AB_23.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 25th!  This release features: A revamped Trends homepage, with a more data-driven look and methodology Category cards for all data point collections; balance data, cash data, and all the rest Enhancements to ‘Learn from… Read more »

Jun 8, 2023

Reminder: The AB_22.12 Analytics Booth Release Arrives December 11th

Reminder: The AB_22.12 Analytics Booth Release Arrives December 11th

The Asterisk Intelligence Team is excited to present the AB_22.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 11!  This release features: Improved reporting capabilities A modernized look and feel for all 12 Analytics Booth Dashboards The introduction of a new charting tool designed to strengthen your credit union’s reporting needs View… Read more »

Dec 16, 2022