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
Winter December 2 – 5

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
August 15, 2019

Don’t Miss This Week’s Dashboard Dive: Payveris Bill Pay Dashboards

Don’t Miss This Week’s Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 22, 2019

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 18, 2019

What’s in a Call? The Latest from ‘The Data Trendsetter’

What’s in a Call?  The Latest from ‘The Data Trendsetter’

Has your credit union been utilizing Phone Operator to its full capabilities?  How is your staff engaging with members when they contact your credit union? Sarah Ashby, the Asterisk Intelligence team’s Marketing and Business Intelligence Analyst through Xtend, recently shared her insights on Phone Optics Data in a recent blog post titled, ‘What’s in a… Read more »

Apr 17, 2019

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 15, 2019

Warehouse Spotlight – Phone Optics Data Collection

Warehouse Spotlight – Phone Optics Data Collection

Phone Optics allows you to study phone support beyond wrap-up codes and trackers.  The Data Warehouse is the only place capable of storing the optional Phone Optics data set in CU*BASE. Do you know what member phone engagements really involve? Use the Data Warehouse space (purchase required) to store the special Phone Optics data set…. Read more »

Apr 12, 2019

Jump into a Dashboard Dive: Common Bonds

Jump into a Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 11, 2019

Top 5 Tips for Managing Your Data Warehouse

Top 5 Tips for Managing Your Data Warehouse

The Data Warehouse in CU*BASE is more than just a tool, it’s a framework for database management and next-level analytics.  Anyone with a Data Warehouse has the capability and responsibility of organizing and controlling data within the warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down… Read more »

Apr 10, 2019

A Special Promotion for Active Member Processing through MOP

A Special Promotion for Active Member Processing through MOP

The Internet Retailer Support Center and Asterisk Intelligence are currently offering a joint promotion where new members who join the credit union through MOP (Membership Opening Process) will have their Active Member processing waived.  Currently, the Member Processing charge is accessed monthly per active member – however, between now and December 31st, 2019, these fees… Read more »

Apr 9, 2019

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Webinar: Learn about Data Warehouses with Asterisk Intelligence

Join us for a webinar celebrating and exploring the brand-new solution – Data Warehouse.  A Data Warehouse for your credit union will expand your horizon for data analytics and will provide options for control over data retention schedules and storage of custom data within the core. Store an expanded data set on neighborhoods around your… Read more »

Apr 8, 2019

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Don’t Miss This Week’s Dashboard Dive: Look-to-Book Ratio Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #484, the Look-to-Book Ratio Analysis dashboard.  Analyze your loan application activity like never before!  Review loan applications by paper quality, including booked and denied ratios, as well as the ability to review performance by branch, dealer,… Read more »

Apr 8, 2019