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

Join Us for Asterisk Intelligence Week!

Join Us for Asterisk Intelligence Week!

Join the Asterisk Intelligence team for a week of in-person educational events, February 18-20 in Grand Rapids, MI!  Not able to join us in Grand Rapids?  Sign up for online webinar courses held on February 21!  These events are designed for credit union management, marketing staff, and database administrators. A few days of query training… Read more »

Feb 11, 2019

Learn About the Latest Updates Coming to Analytics Booth!

Learn About the Latest Updates Coming to Analytics Booth!

Learn about the latest updates coming to Analytics Booth! The 19.02 Release of Analytics Booth arrives on Monday, February 25!  Learn about all of the new items that will be implemented with this release by joining us for a release review.  We will discuss new dashboards, feature enhancements, and CU*BASE integrations.  Learn how these features… Read more »

Feb 6, 2019

Join Us This Year for Query, Dashboards, and Data Analytics

Join Us This Year for Query, Dashboards, and Data Analytics

In 2019, the Asterisk Intelligence team will be hosting Asterisk Intelligence Week, a quarterly training and strategy event for anyone looking to learn tools and strategies for Data Analysis and Data Warehousing. These 4-day events are designed for credit union management, marketing staff, and database administrators, and will include a mix of in-person and web-based… Read more »

Feb 6, 2019

The Data Trendsetter: a new blog from Asterisk Intelligence

The Data Trendsetter: a new blog from Asterisk Intelligence

Check out the new blog from Xtend Marketing and Business Intelligence Analyst Sarah Ashby. In her blog, The Data Trendsetter, Sarah shares her insights on dissecting the data available in CU*BASE and using it to generate an effective marketing campaign. Visit the site and subscribe!   Who Should I Contact? I’ve been working with credit… Read more »

Dec 10, 2018

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

A Black Friday Special from Asterisk Intelligence: Free Data Floods Through the End of the Year!

Sign up for our self-directed data floods, which are free through December 31st, 2018! The Asterisk Intelligence team continues its promotion of offering free self-directed data floods until 12/31/2018.  After that, credit unions can process floods on their own, or work with the Asterisk Intelligence team to complete their floods for them for a $500… Read more »

Nov 23, 2018

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 16, 2018

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