17.00C Introduction to Asterisk Intelligence and the CU*Answers Business Intelligence Help Desk

CEO School

Summary

In this course, participants will meet the Asterisk Intelligence team and discuss their goals for 2019‐2022. Participants will have the chance to connect with Asterisk Intelligence team members directly, review their team resources, and consider the solutions and tools they’ve built so far and what they’ll build in the future.

Audience

Credit union CEOs: This class is designed for credit union and CUSO executives/business designers who are challenged with how to respond to the data‐analytics wave going through all industries today.

Objectives

By the completion of this course,
participants will have:
• Discussed why CU*Answers started
a business intelligence team, help
desk, and new business line
• Explored how credit unions might
adapt their business and team
models to participate in today’s data craze
• Examined strategies available to credit unions so that credit union executives, team members, and even volunteers can enhance their roles through data techniques
• Reviewed Asterisk Intelligence education and marketing initiatives for 2019 that credit unions might engage going forward

Topics

This course covers the following topics:
• Introduction to Asterisk Intelligence (AI)
• Meet the team
• AI 2019 business initiatives
• AI 2019 education opportunities
• AI as a CUSO business intelligence unit

Course Schedule

Future times and dates are to be determined.