Online Banking Optics

Collect and Analyze NEW Data

Switch on a premium data set for data analysts and marketing directors to study – Online Banking Optics!

Brought to you by the CU*Answers Asterisk Intelligence team, Online Banking Optics offers access to otherwise unavailable specifics of your member’s activity and usage of digital services within It’s Me 247 Online Banking.

This data is for:

  1. Data analysts
  2. Marketing Directors
  3. Digital Service Managers

Online Banking Optics automatically records the details of 45+ specific choices that a member makes in It’s Me 247 Online Banking, via either desktop or mobile devices (some mobile app actions are exceptions)

Prerequisite: *Data Warehouse is required*

Use Online Banking Optics to analyze member engagement and habits with your digital services, understand online service penetration, and study member’s non-transactional needs.

Online Banking Optics Overview


UNDERSTAND DIGITAL HABITS AND PREFERENCES

Analyze the choices and paths that members follow through when they are digitally banking. Answer questions like:

Where does my member go next after checking my loan rate board?

What type of actions are commonly done together in a single visit to online banking?

NON-TRANSACTIONAL DATA ANALYSIS 

Non-Transactional Data Analysis =

Working with supplemental or indirectly
available data that provides context, color,
or explanation to the standard “necessary”
data we record from execution of normal
transactions and maintenance in the system.

Analyze data from member’s navigational actions which serve as a window of objective data into the member’s needs and preferences when using online banking digital services.

Are members logging in most often to look up information? Or are they most often doing work to manage their account?

What features are members most often engaging with prior to opening a new account?

ONLINE SERVICE PENETRATION

Analyze engagement for the first time on digital self-service features that you turn on – Watch them after activation to pick up early engagement number, or audit later as you review features and costs.

How many clicks am I getting on the special eInfo notice that I posted this month?

Is the option to download transaction details being used often enough to justify my costs for the feature?

 


Web: asteriskintelligence.com
Email: ai@cuanswers.com
Phone: 800-327-3478 x870

 

 

 

Updated
September 3, 2021

Don’t Miss This Week’s Proving Data Strategies: Online Banking Optics

Don’t Miss This Week’s Proving Data Strategies: Online Banking Optics

Join the Asterisk Intelligence team as they review the new Online Banking Optics data set and the new dashboard #1100: Online Banking Optics Lite.  Use Online Banking Optics to analyze member engagement and habits with your digital services, understand online service penetration, and study member’s non-transactional needs.  Previously unknown and unavailable information like, ‘How many… Read more »

Oct 18, 2021

Proving Data Strategies: Online Banking Optics

Proving Data Strategies: Online Banking Optics

Join the Asterisk Intelligence team as they review the new Online Banking Optics data set and the new dashboard #1100: Online Banking Optics Lite.  Use Online Banking Optics to analyze member engagement and habits with your digital services, understand online service penetration, and study member’s non-transactional needs.  Previously unknown and unavailable information like, ‘How many… Read more »

Oct 15, 2021

Now Available: Online Credit Card Scorecard

Now Available: Online Credit Card Scorecard

Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention.  Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »

Oct 12, 2021

Proving Data Strategies: Interest/Dividend Accrual Dashboards

Proving Data Strategies: Interest/Dividend Accrual Dashboards

Join the Asterisk Intelligence team as they review the CU*BASE Interest and Dividend Accrual Dashboards.  Every day, CU*BASE is accruing your daily interest and dividends on your Share, Loan, and Certificate products.  Learn how these daily accruals can be tracked and trended, providing insights into the ebbs and flows within the portfolio.  Use these tools… Read more »

Oct 1, 2021

Proving Data Strategies: Fee Income/Waivers

Proving Data Strategies: Fee Income/Waivers

Join the Asterisk Intelligence team as they review several quick solutions for evaluating fee income and impacting factors.  Could waivers or refunds be impacting yearly income for the credit union?  What reasons and programs are currently automating fee waivers for members?  When and how are fee volumes changing recently?  Can I find a quick summary… Read more »

Sep 23, 2021

Now Available: Online Credit Card Scorecard

Now Available: Online Credit Card Scorecard

Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention.  Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »

Sep 8, 2021

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »

Sep 7, 2021

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »

Sep 2, 2021

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »

Aug 31, 2021