Quick Tips

Catch up with the AI Team’s most recent top projects, new software features we’re using, and advice to help avoid the same pitfalls we and your peers are hitting. Some tips come from our credit union partners and some tips are from our own work that we’d like to share. When new questions come in, or a particularly common project keeps coming up, you might just see some of the solutions posted here!

What data projects are you currently focused on and how can we help? The Asterisk Intelligence team specializes in data analytics and data warehousing for credit unions. Contact us at ai@cuanswers.com.


Quick Tip for Report Writers: Members Who Don’t Use Online Banking

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow query users who are tasked with projects to pull lists of members who are not online banking users.  Annalyn from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help you get…

A Quick Tip for Data Analysts: Analyzing Mobile Deposits

Greetings from the Asterisk Intelligence Team!  Today’s tips are for our fellow analysts who need to work with data on mobile deposits (RDC) – use the information below to start or enhance your efforts to analyze the RDC service’s recent activity. Tips for Analyzing Mobile Deposits: Large Deposits – Monitor…
Updated
May 5, 2020

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