Asterisk Intelligence Week

Hosted by the CU*Answers Asterisk Intelligence team, the events held during this week cover data analytics and data warehousing solutions. The 4-day series of training and strategy sessions include a mix of in person and online web-based options.

Take one session, two sessions, or take all four, the choice is up to you!

Join Us in 2019 for Query, Dashboard, and Data Analytics Training!

Winter February 18 – 21
Spring May 13 – 16
Summer August 12 – 15
Fall November 11 – 14

Delta County Credit Union

AI Week was phenomenal. Being a beginner in query, they were still able to teach me more than enough to let me be able to understand how it works and how I can better utilize this tool to dig for data. Also, going over all the dashboards opened my eyes to different ways we can use those to better suite our needs and our member’s needs. If you want to get a better understanding about query or dashboards, I highly recommend attending!

Nathan Nastoff

VacationLand Federal Credit Union

We were very pleased with the material covered in the query build and dashboard sessions. The expertise of the Asterisk Intelligence team helped us to create reports, and understand how to leverage many of the dashboards for data mining. All of this is helping us to streamline, and automate manual processes; therefore helping us to better serve or members.

Derek Callin

Service 1 Federal Credit Union

This was one of the best on-site trainings CU*Answers has ever offered. The instructors were knowledgeable, organized, and helpful.
I highly recommend every credit union employee involved with data mining take this course.

Sara Redeker

Locations

On-site at CU*Answers

Days 1-3 are held at the CU*Answers corporate office: 6000 28th St. SE, Grand Rapids, MI. These are onsite only - No accompanying web conference session is available for these classroom sessions.

Breakfast, drinks, snacks, and lunch are provided on all days of the onsite classroom sessions. Travel and transportation costs are the responsibility of the participant credit union.

Online Webinar Courses

Day 4 offers exclusively online web conference courses, scheduled in two parts – morning and afternoon. Webinar sessions are held via Zoom.

Registration

There is separate registration for each of the four days and individual courses included in this event. For registration details, please visit the Asterisk Intelligence course catalog listings below.

Course Catalog

Class size for the onsite sessions have a capacity limit. See the chart below for the limits per class and register quickly for the date you’re interested in!

Schedule

Following are the events held during this week.

DAY EVENT LOCATION REGISTRATION LIMIT
Monday Dashboards Up Close & Personal Onsite Classroom Only-CU*Answers 28th Street 25
TuesdayWednesday Report Builder (Query) from Beginning to End Onsite Classroom Only-CU*Answers 28th Street 10
Thursday Analytics Booth Training (Morning)Data Warehouse Tools & Strategies (Afternoon) Webinar Only Unlimited

Events

Dashboards Up Close & Personal

During this one-day training event designed for credit union management, marketing staff, and
database administrators, participants will get up close and personal with CU*BASE dashboards and learn
how to use them to gain key insights about their credit union’s current performance and future
direction. This intensive training session will give participants a comprehensive look at all dashboards
within CU*BASE and the value that each dashboard can bring them and their board.

Register for this on-site session

Report Builder from Beginning to End

Designed for credit union management, marketing staff, and database administrators, this two-day
training event will help participants become skilled users of the CU*BASE Report Builder (Query) tool.
Participants will learn how Queries are created and the value they have in analyzing member data. This
training event will cover everything from database file structure to multi-step Queries.

There will be special technical requirements for these sessions as each participant will need a connection to CU*BASE. For credit unions wishing to work on their own Query projects under the guidance of CU*Answers Query
experts, this event can also be held by request. To request that this event be held exclusively for your credit union or to inquire about technical requirements, contact the CU*Answers Asterisk Intelligence team at ai@cuanswers.com.

Part 1 is a full day of beginner to intermediate Query training, including time to practice skills hands-on individually with the guidance of staff from Asterisk Intelligence.

Register for Part 1 of this on-site session

Part 2 is a morning of advanced Query training with a short afternoon covering additional query and table management tools and solutions.

Register for Part 2 of this on-site session

Analytics Booth/Data Warehousing Tools & Strategies

Analytics Booth/Data Warehousing Tools & Strategies
This one-day schedule includes a variety of online courses split by morning and afternoon focuses. Topics cover data warehousing and database management solutions in CU*BASE and Analytics Booth. The following online web conference courses are available on the schedule for this day of online courses:

  •  Introduction to Analytics Booth (1.5 hours)
  •  Expanding the Audience on Data with Analytics Booth (1 hour)
  •  Data Warehouse Tools & Strategies (1 hour)
  •  Hot Topics in Database Management (1 hour)

Register for any combination of these online webinar sessions:

16.02 Introduction to Analytics Booth

16.03 Expanding the Audience on Data with Analytics Booth

16.00 Data Warehouse Tools & Strategies

16.11 Hot Topics in Database Management

 

Updated
February 12, 2019

Turn on Customized Data for Members and Accounts

Turn on Customized Data for Members and Accounts

Consider the power of tracking customized information about a member’s life events and relationship with you… what if you knew the answer to these questions? What are the key details (rate, balance, and institution) of the outside loan you just captured? Which college is your student member attending?  What year will/did they graduate? Who attended… Read more »

Aug 22, 2017

Keep Transaction History Longer!

Keep Transaction History Longer!

We’re at the half-way point!  As announced in March 2017, your transaction history retention on all account types is gradually increasing toward the goal of DOUBLE its previous limit.  Remember, this is happening behind-the-scenes at no cost to you as part of CU*Answers initiatives to support data analytics and data warehousing.  In order to analyze,… Read more »

Aug 15, 2017

Custom Query Price Reduced to $75/hour!

Custom Query Price Reduced to $75/hour!

Turn to the Asterisk Intelligence team to build your credit union a query for custom reports or data mining insights! Request a Custom Query for only $75/hour! (previously priced at $100/hour)   Occasionally, custom query requests may require programming.  If so, you will be notified and offered the option for a separate programming quote. The… Read more »

Aug 1, 2017

My CU Today is now Analytics Booth!

My CU Today is now Analytics Booth!

The Asterisk Intelligence Team at CU*Answers completes re-branding of My CU Today to Analytics Booth! Welcome to Analytics Booth!  Formerly known as My CU Today, Analytics Booth allows you to understand your credit union better than ever before, with the ability to track and trend 70+ data points across balances, transactions, and member activity.  These… Read more »

Jul 24, 2017

Introducing Analytics Booth, from the Asterisk Intelligence Team!

Introducing Analytics Booth, from the Asterisk Intelligence Team!

The Asterisk Intelligence Team at CU*Answers is proud to introduce Analytics Booth, formerly known as My CU Today! Analytics Booth allows you to understand your credit union better than ever before, with the ability to track data points across balances, transactions, and member activity.  These include: How many members sign up each day Average checking… Read more »

Jul 18, 2017