Keep Your Finger to the Pulse
Analytics Booth enables you to understand your credit union better than ever before. You’ll never have to say you don’t know the latest information happening right now. Your credit union’s vitals are at your fingertips.
Analytics Booth is currently tracking 70+ data points across Balance, Member and Transaction data categories.
- Do you know how many members you sign up a day?
- How is your average checking account balance changing over time?
- How many share account withdrawals does your membership do a day?
- Which branch has the most?
And we’re just getting started. Our teams have identified dozens more data points for collection in 2018.
It’s not what you expect, it’s what you inspect. Need to keep tabs on a certain stat? Customize an alert just for changes in that data point. Filter it by branch or see your whole credit union details. Use management by exception to keep tabs on when data is out of normal. You can even set Alerts to be sent to your staff or board members.
Don’t know what normal is? Get a daily digest of every data point being collected. Use this full report to get a feel what is normal for your credit union.
Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off.
Think this quarter is running slow? View the trend and see where your statistics truly lie. On a hot streak? Maybe this busier season is the new status quo.
While alerts lets you see the day-to-day activities of your credit union, trends shows you the long term trajectories.
Choose from 7 full dashboards to analyze the details behind your product portfolio numbers, member engagement, and general ledger activity. Use the graphing and and visualization features to quickly identify key moments or data points to focus on.
Analytics Booth is only available to CU*BASE Credit Unions at this time.
The Sign Up Process
Analytics Booth order forms are processed on Wednesdays. Sign up is a 2 week process minimum. The first Wednesday after we receive your order form, your information is submitted to be added to data collection. This gives us a couple days to actually add your credit union to the proper routines.
The next Wednesday, we will email you your access credentials. This allows us to verify that your data has been collecting properly. Your access credentials will be emailed to the contact person on your order form. This person can then add any additional users as necessary. Check out the Getting Started Guide for more information.
Note: Newly converted credit unions will not be enrolled in data collection until after their first month end processing is complete.