Analytics Booth

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.

Alerts

Alerts
Just like the morning news, get an early morning report on how your credit union performed yesterday. Coffee, newspaper, check your credit union’s vitals.

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.

Trends

Analytics Booth Trends
A picture is worth a thousand words.  With Analytics Booth Trends you can view your credit union vitals over time.  Trending information can show how your credit union is performing.

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.

Dashboards

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.


Deb Slavens
Analytics Booth Testimonial

Analytics Booth Testimonial

Get Started

   

Sign up for Analytics Booth Today!


Order Analytics Booth

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.

Updated
December 22, 2021

Top 5 Tips for Managing Your Data Warehouse

Top 5 Tips for Managing Your Data Warehouse

The Data Warehouse in CU*BASE is more than just a tool, it’s a framework for database management and next-level analytics.  Anyone with a Data Warehouse has the capability and responsibility of organizing and controlling data within the warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down… Read more »

Oct 27, 2021

Don’t Miss This Week’s Proving Data Strategies: Online Banking Optics

Don’t Miss This Week’s Proving Data Strategies: Online Banking Optics

Join the Asterisk Intelligence team as they review the new Online Banking Optics data set and the new dashboard #1100: Online Banking Optics Lite.  Use Online Banking Optics to analyze member engagement and habits with your digital services, understand online service penetration, and study member’s non-transactional needs.  Previously unknown and unavailable information like, ‘How many… Read more »

Oct 18, 2021

Proving Data Strategies: Online Banking Optics

Proving Data Strategies: Online Banking Optics

Join the Asterisk Intelligence team as they review the new Online Banking Optics data set and the new dashboard #1100: Online Banking Optics Lite.  Use Online Banking Optics to analyze member engagement and habits with your digital services, understand online service penetration, and study member’s non-transactional needs.  Previously unknown and unavailable information like, ‘How many… Read more »

Oct 15, 2021

Now Available: Online Credit Card Scorecard

Now Available: Online Credit Card Scorecard

Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention.  Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »

Oct 12, 2021

Proving Data Strategies: Interest/Dividend Accrual Dashboards

Proving Data Strategies: Interest/Dividend Accrual Dashboards

Join the Asterisk Intelligence team as they review the CU*BASE Interest and Dividend Accrual Dashboards.  Every day, CU*BASE is accruing your daily interest and dividends on your Share, Loan, and Certificate products.  Learn how these daily accruals can be tracked and trended, providing insights into the ebbs and flows within the portfolio.  Use these tools… Read more »

Oct 1, 2021

Proving Data Strategies: Fee Income/Waivers

Proving Data Strategies: Fee Income/Waivers

Join the Asterisk Intelligence team as they review several quick solutions for evaluating fee income and impacting factors.  Could waivers or refunds be impacting yearly income for the credit union?  What reasons and programs are currently automating fee waivers for members?  When and how are fee volumes changing recently?  Can I find a quick summary… Read more »

Sep 23, 2021

Now Available: Online Credit Card Scorecard

Now Available: Online Credit Card Scorecard

Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention.  Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »

Sep 8, 2021

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »

Sep 7, 2021

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »

Sep 2, 2021