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

Learn About the New Upload/Download Tool in CU*BASE!

Learn About the New Upload/Download Tool in CU*BASE!

Join the Asterisk Intelligence team as they demo and discuss the new and improved tool used for downloading or uploading data between CU*BASE and your PC or shared drive.  Introduced with the 18.11 Release of CU*BASE, this all-in-one tool contains both upload and download functions, as well as several upgrades to settings and file compatibility…. Read more »

Nov 14, 2018

Get Ready for the 18.11 CU*BASE Release, Presented by Asterisk Intelligence

Get Ready for the 18.11 CU*BASE Release, Presented by Asterisk Intelligence

Online credit unions and Site-Four partners, mark your calendars for November 11, when you will receive CU*BASE GOLD Version 18.11 (Self-Processing credit unions, stay tuned for further information!) Release Documents 18.11 Release Summary 18.11 Tool Changes Reminder: LegaSuite and Client Access As we’ve been announcing, it is imperative that you complete the LegaSuite and Client… Read more »

Nov 5, 2018

Our Recent Data Flood Updated Over 1,500 Records!

Our Recent Data Flood Updated Over 1,500 Records!

Asterisk Intelligence’s new Data Flood service allows credit unions to perform mass updates faster and cheaper than ever before.  We recently completed our first free Credit Union Data Flood, and updated more than 1,500 membership records! Our self-directed data floods will remain free through December 31st, 2018.  Then, on January 1st, 2019, Asterisk Intelligence will… Read more »

Oct 26, 2018

Asterisk Intelligence is Pleased to Announce our 2018 Contest Winners!

Asterisk Intelligence is Pleased to Announce our 2018 Contest Winners!

The 2018 Asterisk Intelligence Contests, which ran from April through October of 2018, have now come to a close, and CU*Answers is pleased to announce our winners! Analytics Every Day Data on Repeat The credit union with the most page loads (by count) by all users within the contest period, and winner of $250 is:… Read more »

Oct 19, 2018

Jump into a Dashboard Dive: Money Movement Analysis

Jump into a Dashboard Dive: Money Movement Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #536, the Money Movement Analysis dashboard.  Have you been looking for an easy way to identify large dollar transactions?  Whether your focus is on deposits, loans, or certificates, this dashboard can be used to identify the… Read more »

Oct 15, 2018

Don’t Miss This Week’s Dashboard Dive: Net Relationship Summary Dashboard

Don’t Miss This Week’s Dashboard Dive: Net Relationship Summary Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #547, the Net Relationship Summary Dashboard.  Have you been looking to analyze your members by determining their net relationship with the credit union?  Or would you like to identify who your savers are and who your… Read more »

Oct 8, 2018

Jump into a Dashboard Dive: Net Relationship Summary Dashboard

Jump into a Dashboard Dive: Net Relationship Summary Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #547, the Net Relationship Summary Dashboard.  Have you been looking to analyze your members by determining their net relationship with the credit union?  Or would you like to identify who your savers are and who your… Read more »

Oct 5, 2018

Free Self-Directed Data Floods Have Been Extended Through December!

Free Self-Directed Data Floods Have Been Extended Through December!

We’re extending our offer on free Self-Directed Data Floods! Previously, the Asterisk Intelligence team was planning to end our offer of free Self-Directed Data Floods on Sunday, September 30th.  However, we will now be extending that free period until December 31st, 2018. Then, on January 1st, 2019, the Asterisk Intelligence team will begin charging a… Read more »

Oct 3, 2018