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
October 28, 2021

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 13, 2022

Announcing the Data Fact Q2 Contest Winner!

Announcing the Data Fact Q2 Contest Winner!

Throughout Q2 2022, the Asterisk Intelligence team sent a total of 121 Data Fact emails to our credit union partners.  Data Facts are designed to raise awareness of CU*BASE tools, strategies, and tactics which can be used to analyze your credit union operations, identify areas of opportunity, and offer tactics for taking action and DRIVING… Read more »

Jul 12, 2022

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Analyze Courtesy Pay Fees and Make Informed Decisions for Your Organization

Courtesy Pay fee programs have been a topic of national attention in 2022, with several national banks deciding to adjust their fee schedules, prompting many more financial institutions to start scrutinizing their own practices. How many of your members are currently using these services?  What types of transactions are causing these fees?  What would happen… Read more »

Jul 12, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jul 11, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jul 7, 2022

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

Announcing the Winner of the Courtesy Pay Fee Program Analysis and Tune-Up!

At this year’s Leadership Conference, Asterisk Intelligence and AuditLink hosted a giveaway where one credit union would receive a FREE analysis of their Courtesy Pay Fee Program along with a free tune-up (a $2,000 value!) We are excited to announce the winner of this giveaway: Marisa Conforti from Partnership Financial Credit Union   Congratulations to… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jul 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Jun 29, 2022

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Don’t Miss Out – Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events!  Between Monday, July 25th and Wednesday, July 27th, we will be hosting on-site training.  Then, on Thursday, July 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses will focus… Read more »

Jun 27, 2022