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

CU*Answers adds new opportunity to analyze channels members use to access online banking and mobile app

A recent software release from CU*Answers for It’s Me 247 Online Banking has brought new visibility to the ways credit union members engage with their online banking account. The Asterisk Intelligence team at CU*Answers is especially excited to share the analytical value of the data now being collected. Analysts and report writers at credit unions […]

Aug 30, 2018

Check Out New Data Enhancements from the 18.08 Online Banking Release

Check Out New Data Enhancements from the 18.08 Online Banking Release

Asterisk Intelligence is excited to point out the analytical value of a recent enhancement to the member login history page in It’s Me 247.  The 18.08 It’s Me 247 Release brought the ability for members to see more information in their Login History page – login source, whether desktop or mobile and what type of… Read more »

Aug 29, 2018

Jump into a Dashboard Dive: Why Your Members Call

Jump into a Dashboard Dive: Why Your Members Call

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Why Your Members Call Dashboard.  Learn how this dashboard can be used to analyze your call center activity and provide greater visibility into your call center Wrap-up Codes.  Quickly review call volume per day, employee… Read more »

Aug 27, 2018

Asterisk Intelligence team extends weekly Dashboard Dives into October

CU*Answers, the 100% credit union-owned, data processing CUSO, recently extended their weekly Dashboard Dive webinar series into October. The 2018 Dashboard Dive series, facilitated by the Asterisk Intelligence team, began in February and was originally scheduled to run weekly through August. However, due to increased demand and the introduction of five new dashboards in the […]

Aug 22, 2018

Asterisk Intelligence completes online training on CU*BASE® data mining tools

A free, three-part educational series of classes was offered via online webinar August 13th by CU*Answers, a 100% credit union-owned cooperative CUSO. The courses train credit unions on the Report Builder (Query) toolset within the CU*BASE core processing platform. Asterisk Intelligence, a team of data analysts at CU*Answers, led the trainings which received positive feedback […]

Aug 22, 2018

CU*Answers boot camp participants get early access to data warehouse from Asterisk Intelligence

Fourteen participants of CU*Answers’ What Makes Data Valuable Boot Camp program are currently benefiting from early access to yet another data management project in development at the CUSO. The Asterisk Intelligence team from CU*Answers is working on the creation of a native data warehouse solution in the CU*BASE® core and has opened the product for […]

Aug 22, 2018

Sixteen credit union professionals graduate at completion of CU*Answers’ 2018 What Makes Data Valuable Boot Camp

CU*Answers, the 100% credit union-owned, data processing CUSO, recently graduated sixteen participants from its 2018 What Makes Data Valuable Boot Camp. Over the past year, participants spent a total of eight days with CU*Answers executives and the Asterisk Intelligence team discussing data strategies within credit unions and guiding future data investments for the CUSO.  “Attending […]

Aug 21, 2018

Jump into a Dashboard Dive: Loans Paid Ahead Analysis Dashboard

Jump into a Dashboard Dive: Loans Paid Ahead Analysis Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the NEW CU*BASE Loans Paid Ahead Dashboard.  Learn how to utilize this dashboard to identify loans which are being paid off ahead of schedule.  Analyze your portfolio by Loan Category, Purpose Code, or Security Code to see exactly… Read more »

Aug 20, 2018

Check Out the Current Leaderboards for the Analytics Booth Contests!

Check Out the Current Leaderboards for the Analytics Booth Contests!

Contests run through October 15, 2018, and the winner of each will earn a $250 prize!  All you need to do to participate is to use your Analytics Booth subscription (no special entry is required).  Monthly results will be posted to the CU*Answers website, so you can track your progress throughout the contest period for… Read more »

Aug 16, 2018

Coming Soon: A New Way to Analyze Non-Transactional Data!

Coming Soon: A New Way to Analyze Non-Transactional Data!

Be on the lookout for news on an upcoming new service offering from CU*Answers and Asterisk Intelligence! Starting later this summer, non-transactional data (Phone Optics) will be created for credit unions exclusively within the CU*Answers Data Warehouse.  This upcoming service will mark the first of many opportunities where CU*Answers can deliver data directly to your… Read more »

Aug 16, 2018