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_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

The AB_22.12 Analytics Booth Release Arrives December 11th

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

Engage Your Board of Directors with a Dive into Analytics Booth!

Engage Your Board of Directors with a Dive into Analytics Booth!

Board Member engagement is critical to the health and success of your credit union.  Some of the most important contributions your board can make come from asking the right questions and challenging the status quo. If you’re looking to further engage your Board of Directors, Asterisk Intelligence can support your initiative with an educational briefing… Read more »

Aug 18, 2022

Don’t Forget, the AB_22.06 Analytics Booth Release Arrives June 19th

Don’t Forget, the AB_22.06 Analytics Booth Release Arrives June 19th

The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19!  This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »

Jun 13, 2022

The AB_22.06 Analytics Booth Release Arrives June 19th

The AB_22.06 Analytics Booth Release Arrives June 19th

The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19!  This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »

Jun 6, 2022

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

May 6, 2022

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Apr 13, 2022

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

Apr 7, 2022

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

How can Analytics Booth Strengthen Your Credit Union’s Financial Performance?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Apr 5, 2022