My Favorite Dashboards and Reports Series

These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports!

My Favorite Dashboards and Reports

Auditing and Compliance

My Favorite Audit reportJim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource to review CU*BASE dashboards and reports that will save your credit union time and lower the cost of compliance.

Lending

Lender*VP has picked the top ten CU*BASE dashboards in the My Favorite Dashboards and Reports – Lending brochure.  Use this resource to review dashboards that will allow you to Ask, See, Act and Profit (ASAP).

 

 

 

CU*BASE Daily Reports

CU*BASE Daily Reports

Have you ever wondered what a report means or when it is generated? Look no further! The CU*BASE Daily Reports contains the majority of the Beginning and End-of Day reports generated by CU*BASE on a daily basis. We have designed this document to assist you in due diligence of member, staff, and G/L activity in CU*BASE. This document is formatted to be used on a daily basis, and is arranged to allow you to easily assign different reports to different members of your staff.

Updated
August 15, 2023

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 17, 2022

What are My Members’ Remote Banking Habits?

What are My Members’ Remote Banking Habits?

Deciding how to meet your members’ needs remotely can be tricky.  Without thorough analysis, you may end up utilizing risky and ineffective tactics.  Join Keegan Daniel, VP of Professional Services with Asterisk Intelligence and Kristian Daniel, VP of MTG, Sales & Business Development as they discuss how to turn data into actionable insights.  Your credit… Read more »

Mar 16, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Mar 16, 2022

Get More from Your Data with Engagements from Asterisk Intelligence!

Get More from Your Data with Engagements from Asterisk Intelligence!

Ask, See, Act & Profit: Driving Results with CU*BASE Are you seeking to identify and pursue areas of opportunity, establish a data-centric culture, and drive towards the results you want instead of the results you’re getting?  During this engagement, we’ll introduce you to CU*BASE tactics and established systems which – once implemented – will help… Read more »

Mar 16, 2022

How can Analytics Booth Strengthen Your Current Lending Initiatives?

How can Analytics Booth Strengthen Your Current Lending Initiatives?

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 »

Mar 15, 2022

Have You Taken Advantage of the New Scorecard Service Levels?

Have You Taken Advantage of the New Scorecard Service Levels?

Asterisk Intelligence’s most popular Scorecards just got even better! Scorecards offer enhanced insights into specific areas of operations, such as your credit card portfolio, call center activity, and loan portfolio – each affordably packaged into easily consumable formats and packed full of operational insights. You’ve asked, and we’ve listened!  By popular demand, we have built… Read more »

Mar 10, 2022

How can Analytics Booth Strengthen Your Current Lending Initiatives?

How can Analytics Booth Strengthen Your Current Lending Initiatives?

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 »

Mar 9, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Mar 9, 2022

Look Forward to AI*Engaged, Arriving in April!

Look Forward to AI*Engaged, Arriving in April!

Launching in April 2022, AI*Engaged is a brand new software application dedicated to the management of your Asterisk Intelligence Data Warehouse. AI*Engaged packages the tools for working with your warehouse into a simple workbench and expands beyond the sole concept of data storage to include built-in analysis tools designed to quickly find and draw useful… Read more »

Mar 8, 2022