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

lending-and-collectionsPete Winninger, Vice President of Professional Services, CU*Answers, has picked his 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

Our Favorite CU*BASE Daily Reports

CU*BASE Report CoverHave you ever wondered what a report means or when it is generated? Look no further! The My Favorite 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
October 15, 2019

“Proving Data Strategies” web video series now available OnDemand for free

Asterisk Intelligence, a data analytics team at CU*Answers, now has ten sessions of their 2020 web series “Proving Data Strategies” published online and available for on-demand viewing. The end of the series’ 2020 schedule is approaching, but each web event will continue to remain accessible for free on the OnDemand website. Proving Data Strategies is […]

Sep 30, 2020

Don’t Miss This Week’s Proving Data Strategies: Transactional Analysis

Don’t Miss This Week’s Proving Data Strategies: Transactional Analysis

How has your members’ transactional behavior changed over the last 3, 6, or 12 months?  How are members utilizing their credit and debit cards, digital channels or your teller line to conduct their business?  Analyzing transaction activity can provide excellent insights into member engagement with the credit union, provide clues indicating financial distress, as well… Read more »

Sep 28, 2020

Proving Data Strategies: Transactional Analysis

Proving Data Strategies: Transactional Analysis

How has your members’ transactional behavior changed over the last 3, 6, or 12 months?  How are members utilizing their credit and debit cards, digital channels or your teller line to conduct their business?  Analyzing transaction activity can provide excellent insights into member engagement with the credit union, provide clues indicating financial distress, as well… Read more »

Sep 24, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Plastics Portfolios

Don’t Miss This Week’s Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 14, 2020

Asterisk Intelligence completes research analysis for Cumberland County FCU

Asterisk Intelligence, a data analytics team at CU*Answers, has completed a research analysis that evaluates changes in fee refunds and fee waivers to explain and confirm the historical fee income trend. The analysis was commissioned by Cumberland County FCU. A typical research analysis starts with an anomaly or unexpected finding noticed in the credit union’s […]

Sep 14, 2020

Proving Data Strategies: Analyzing Plastics Portfolios

Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 9, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Non-interest income is an essential factor to evaluate when studying the credit union’s income streams and the impact of policy changes.  What is the trend on total income for each source of non-interest income?  Is any source yielding less than normal and is that expected?  How have recent fee waiver policy (or configuration) changes impacted… Read more »

Aug 31, 2020

Asterisk Intelligence unveils online & mobile banking dashboard

Asterisk Intelligence, a data analytics team providing business intelligence consulting, fulfillment, and educational services to credit unions, recently released a new operational dashboard proving insights into online and mobile banking channels within CU*BASE®, CU*Answers’ core data processing application. The online and mobile banking dashboard provides enhanced insights into digital channel utilization by credit union members. […]

Aug 28, 2020

Proving Data Strategies: Analyzing Non-Interest Income

Proving Data Strategies: Analyzing Non-Interest Income

Non-interest income is an essential factor to evaluate when studying the credit union’s income streams and the impact of policy changes.  What is the trend on total income for each source of non-interest income?  Is any source yielding less than normal and is that expected?  How have recent fee waiver policy (or configuration) changes impacted… Read more »

Aug 26, 2020

Asterisk Intelligence unveils lending opportunities dashboard

Asterisk Intelligence, a data analytics team at CU*Answers, which provides business intelligence consulting, fulfillment, and educational services to credit unions, recently released a new lending opportunities dashboard within CU*BASE, CU*Answers’ core data processing application. The lending opportunities dashboard leverages operational data such as members’ product and service participation, credit bureau information, and individual account characteristics, […]

Aug 24, 2020