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| What It Is | Why You Want It | What You Can Do With It |
| How You Use It | How Much It Costs | Contact Asterisk Intelligence |
What It Is
A data warehouse is the digital storage unit. It is a space to hold specialized data sets that are then used for curating new member trends, marketing campaigns, strategic analysis, and other data strategies defined by credit union. A direct line from core processing to a storage unit. A holding space for 3rd party data you wish to link with core processing data. No additional hardware or software to buy. A storage unit for containing data that teams can use further credit union data-driven decisions – all this and more is what you get when you decide which storage unit is right for the design of your data strategy.
Simply put, a data warehouse is a space to store the data sets made available only to those who have the space to process them.
Join Your Peers
Credit Unions small and large use a Data Warehouse today!
Why You Want It
- Mix 3rd party data with CBX data for analysis that wasn’t possible before
- New insights and depth to lead decision-making and member analysis
- Optics data offers objective monitoring on how members engage when they aren’t doing a transaction
- Click-tracking data on phone support and members online banking habits
- Or, customize what you keep longer
- What do you need to save that keeps slipping through your fingertips?
What You Can Do With It
With a data warehouse, you can store data from elsewhere in CBX, as well as data from outside of CBX that you wish to use inside.
General Storage
Data Project Files
- Excel documents to track member relationship information outside of CBX
- Non-member data collected at events for purchased for marketing projects
3rd Party File Uploads
- Results from a 3rd party vendor or email processor
- Results from external member survey campaigns
Long-Term Archives
General File Archives
- Custom Query output files, to lock them in for long-term availability
- Self-managed archives of key core files for extended retention
Tracker Archives
- Automatically archive older tracker records from the CBX core data
Optics Data
Phone Optics
- Wrap-up coding data for why your members call
Online Banking Optics
- Click-tracking data from CBX’s non-transactional online banking data
Card Activity Optics
- Analyze card network traffic patterns (warehouse capabilities coming soon)
How You Use It
A set of native tools exists in CBX to manage your warehouse:
The Library Dashboard
This tool (#1980) allows you to manage your data warehouse. You can sort, explore, change, copy, delate, or rename the files and data sets in your warehouse. Additionally, Tool #1981 is a simple tool for you to manage the list of individuals who can have the right to view or use the Data Warehouse. A user needs to be on the list in order to run queries that use data living inside your Data Warehouse, to add new data into the Data Warehouse, and to delete or make changes to data inside the Data Warehouse More About the Library Dashboard
Data Transfers (Uploads & Downloads)
This tool (#1375) you may be familiar with! This tool allows authorized users to commit data to their data warehouse via file transfers. More About Data Transfers.
Report Builder (Query)
The solution for customized reports, CBX Report Builder is a specialized function allowing users to pull out data elements from CBX tables to generate custom information. In conjunction with report automation, report output can be automatically added to your data warehouse. More About Report Builder.
How Much It Costs
You’ll pay a one-time amount of $1000 to have your credit union’s Data Warehouse established in CBX. Once established, you’ll pay a small base fee of $100 per month plus a simple $10/GB based on the plan you choose.
Click any option below to learn more.
I’m Ready to Go! What Storage Unit is Right for Me?
Tell Me More About Data Warehouses
Resources: Guides, Forms, Videos, and More
See what Asterisk Intelligence Data Warehousing has to offer!
Asterisk Intelligence Data Warehousing products are now available to order in the store.
