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

Metro North Federal Credit Union

The AI week was amazing. The small classroom size assisted in allowing for a very open forum. All questions were answered in depth and the instructors were happy to ensure a complete grasp of the tools. They took time to answer our specific needs and I came out of the situation with many queries that I needed already built. It was very educational.

Deanna Koen

Affinity Credit Union

If I could describe Asterisk Intelligence Week with one word, it would be data. As we continue to push into the digital age and beyond as an industry, understanding our members by using the data at our fingertips is vital for not only our survival but our flourishment! With this data, we begin to understand our members and can target them with products and services that would be beneficial to them. Furthermore, the data will help us streamline our costs, identify weak points, and provide us insights that would otherwise be lost.

 

The Asterisk Intelligence team provides a solid foundation to build on by working through various dashboards and explaining not only how to use them, but why. As the week progresses, you’ll be introduced to Query/Report Building, where you can harness just about any data point within CU*Base and put it into a report for review. With a restricted class size combined with all-day training, your questions will be answered and real-life examples created. Discussion and workshop times are built into the sessions, so your time is well-utilized. Data is here to stay – embrace the Asterisk Intelligence Week and dive in!

Joey Czellar

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

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 12, 2019

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Jump into a Dashboard Dive: Portfolio Analysis – EFT Usage

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the Portfolio Analysis – EFT Usage dashboard.  Learn how to use this dashboard for insights into your card portfolios by BIN.  Easily review your portfolio by card type, status, or recent transaction activity.  Trend card activity over time… Read more »

Mar 7, 2019

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Don’t Miss This Week’s Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 5, 2019

Jump into a Dashboard Dive: Loan Productivity Analysis

Jump into a Dashboard Dive: Loan Productivity Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #1670, the Loan Productivity Analysis Dashboard.  Have you been looking for a way to better track your loan originations; loans opened by employee, by branch, or loan type?  Learn how this dashboard can be used for… Read more »

Mar 1, 2019

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Don’t Forget, the AB_19.02 Analytics Booth Release Arrives Monday!

Coming to Analytics Booth Subscribers Monday, February 25 The Asterisk Intelligence Team is excited to present the first of many web-view dashboards, Power Lines, brand new accrual dashboards, and integration from CU*BASE to Analytics Booth. Check it out! View the Release Summary   Learn More About the Analytics Booth Release Join the Asterisk Intelligence Team for… Read more »

Feb 22, 2019

Make Your Data Clear and Compelling with Visual Analytics Tools!

Make Your Data Clear and Compelling with Visual Analytics Tools!

Calling all data analysts!  Looking for the best way to locate visual analytics tools within CU*BASE?  Hoping to share valuable data with a larger audience?  Want a deeper exploration of different visualization options including graph types and color coding?  Visual Analytics Tools (VAT) allows you to present data in a way that is both clear… Read more »

Feb 22, 2019

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s Still Time to Join Us for Asterisk Intelligence Week!

There’s still time to join our Asterisk Intelligence Week webinars!  If you were not able to participate in our on-site events earlier this week, take a look at the courses coming up on Thursday.  We will discuss Analytics Booth, Data Warehouse and Data Management solutions, and will explore the value these can bring to you… Read more »

Feb 20, 2019

Design Your Own Database Solutions with Unique Data Management!

Design Your Own Database Solutions with Unique Data Management!

Unique Data Management (UDM) custom fields is a design-your-own-database solution for customized data points!  Use UDM fields to expand the collection of information you and your staff know about a member and the products they use.  Want to learn best practices for configuring custom fields in CU*BASE, or looking for tips on generating and custom field… Read more »

Feb 19, 2019

The AB_19.02 Analytics Booth Release is Coming!

The AB_19.02 Analytics Booth Release is Coming!

New dashboards, Power Lines, and CU*BASE Integration  The Asterisk Intelligence Team is excited to present the AB_19.02 Analytics Booth Release, arriving to online client Analytics Booth subscribers on Monday, February 25! This release introduces the first of many in a line of web-view dashboards, Power Line integration from CU*BASE to Analytics Booth, and brand new… Read more »

Feb 11, 2019