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: Analyzing Plastics Portfolios

Don’t Miss This Week’s Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 14, 2020

Asterisk Intelligence completes research analysis for Cumberland County FCU

Asterisk Intelligence, a data analytics team at CU*Answers, has completed a research analysis that evaluates changes in fee refunds and fee waivers to explain and confirm the historical fee income trend. The analysis was commissioned by Cumberland County FCU. A typical research analysis starts with an anomaly or unexpected finding noticed in the credit union’s […]

Sep 14, 2020

Proving Data Strategies: Analyzing Plastics Portfolios

Proving Data Strategies: Analyzing Plastics Portfolios

Plastics portfolios can be analyzed from a few angles – 1) Plastics as a member tool, or 2) The financial impact to your credit union.  Learn how to review your portfolio’s member activity to trend the activity over time and identify inactive users.  Measure seasonal or situational impact to transaction volumes and consider options for… Read more »

Sep 9, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Don’t Miss This Week’s Proving Data Strategies: Analyzing Non-Interest Income

Non-interest income is an essential factor to evaluate when studying the credit union’s income streams and the impact of policy changes.  What is the trend on total income for each source of non-interest income?  Is any source yielding less than normal and is that expected?  How have recent fee waiver policy (or configuration) changes impacted… Read more »

Aug 31, 2020

Asterisk Intelligence unveils online & mobile banking dashboard

Asterisk Intelligence, a data analytics team providing business intelligence consulting, fulfillment, and educational services to credit unions, recently released a new operational dashboard proving insights into online and mobile banking channels within CU*BASE®, CU*Answers’ core data processing application. The online and mobile banking dashboard provides enhanced insights into digital channel utilization by credit union members. […]

Aug 28, 2020

Proving Data Strategies: Analyzing Non-Interest Income

Proving Data Strategies: Analyzing Non-Interest Income

Non-interest income is an essential factor to evaluate when studying the credit union’s income streams and the impact of policy changes.  What is the trend on total income for each source of non-interest income?  Is any source yielding less than normal and is that expected?  How have recent fee waiver policy (or configuration) changes impacted… Read more »

Aug 26, 2020

Asterisk Intelligence unveils lending opportunities dashboard

Asterisk Intelligence, a data analytics team at CU*Answers, which provides business intelligence consulting, fulfillment, and educational services to credit unions, recently released a new lending opportunities dashboard within CU*BASE, CU*Answers’ core data processing application. The lending opportunities dashboard leverages operational data such as members’ product and service participation, credit bureau information, and individual account characteristics, […]

Aug 24, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Membership Growth and Composition

Don’t Miss This Week’s Proving Data Strategies: Analyzing Membership Growth and Composition

Evaluating the trends of membership growth, plus demographics and composition of memberships gained and lost can provide a well-rounded understanding of your membership base, both recently and historically.  What is my rate of net membership growth (or loss)?  Am I gaining more organizational memberships?  Am I gaining more members in certain age groups?  How long… Read more »

Aug 17, 2020

Proving Data Strategies: Analyzing Membership Growth and Composition

Proving Data Strategies: Analyzing Membership Growth and Composition

Evaluating the trends of membership growth, plus demographics and composition of memberships gained and lost can provide a well-rounded understanding of your membership base, both recently and historically.  What is my rate of net membership growth (or loss)?  Am I gaining more organizational memberships?  Am I gaining more members in certain age groups?  How long… Read more »

Aug 12, 2020

Analytics Booth surpasses 1,400 days of operational history

Asterisk Intelligence, a data analytics team at CU*Answers, which provides business intelligence consulting, fulfillment, and educational services to credit unions, recently surpassed 1,400 days of operational tracking available in Analytics Booth, a web-based operational trending and analysis toolkit. Analytics Booth tracks and trends credit union operations, portfolio performance, and membership trends daily, providing credit union […]

Jul 29, 2020