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

CU*BASE Favorites from Asterisk Intelligence: Online Banking Activity Analysis

CU*BASE Favorites from Asterisk Intelligence: Online Banking Activity Analysis

The Online Banking Activity Analysis screen provides a deeper look into member usage across member channels.  You can use this screen to break down both where and how members are logging in to Online Banking, as well as a detailed analysis on days of the week, time of day and popular log in dates. While… Read more »

Nov 24, 2020

Asterisk Intelligence Week Registrations are Open – Join Our Live Webinar Sessions!

Asterisk Intelligence Week Registrations are Open – Join Our Live Webinar Sessions!

The Asterisk Intelligence Team invites you to join them in the Asterisk Intelligence Week event!  Online sessions are December 3rd.  Sessions in Grand Rapids, MI are November 30th – December 2nd.  For people who analyze data or manage data, these sessions discuss skills and strategies for easy data analysis and data management.  Register for one… Read more »

Nov 23, 2020

Asterisk Intelligence Week Registrations are Open – Participate Live or On-Demand!

Asterisk Intelligence Week Registrations are Open – Participate Live or On-Demand!

The Asterisk Intelligence Team invites you to join them in December for the next Asterisk Intelligence Week event!  For people who analyze data or manage data, this educational event offers sessions to expand skills and discuss strategies for proving data’s value to your credit union. The December event offers both onsite and remote sessions on… Read more »

Nov 12, 2020

Don’t Forget, the AB_20.11 Analytics Booth Release Arrives November 15!

Don’t Forget, the AB_20.11 Analytics Booth Release Arrives November 15!

The Asterisk Intelligence Team is excited to present the AB_20.11 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, November 15!  This release features: Added ability for enterprise wide Combined Totals on any Alert Data points (including savings deposits) Creation of an Online Banking Optics dashboard Added key measurements to all Analytics Booth Trend… Read more »

Nov 6, 2020

Asterisk Intelligence Week Registrations are Open – Participate Live or On-Demand!

Asterisk Intelligence Week Registrations are Open – Participate Live or On-Demand!

The Asterisk Intelligence Team invites you to join them in December for the next Asterisk Intelligence Week event!  For people who analyze data or manage data, this educational event offers sessions to expand skills and discuss strategies for proving data’s value to your credit union. The December event offers both onsite and remote sessions on… Read more »

Nov 6, 2020

Don’t Miss This Week’s Proving Data Strategies: Product Diagnostics and Utilizations

Don’t Miss This Week’s Proving Data Strategies: Product Diagnostics and Utilizations

When does a product or service become “saturated” in your  membership?  Is there a benchmark of product penetration to aim for?  What are the current penetration rates on an existing or new product and service?  Are there notable utilization and engagement patterns on specialty products like a Christmas Club, a Round-Up debit card program, or… Read more »

Oct 19, 2020

Proving Data Strategies: Product Diagnostics and Utilizations

Proving Data Strategies: Product Diagnostics and Utilizations

When does a product or service become “saturated” in your  membership?  Is there a benchmark of product penetration to aim for?  What are the current penetration rates on an existing or new product and service?  Are there notable utilization and engagement patterns on specialty products like a Christmas Club, a Round-Up debit card program, or… Read more »

Oct 15, 2020

Design Your Own Database Solutions with Unique Data Management!

Design Your Own Database Solutions with Unique Data Management!

Unique Data Management (UDM) custom fields is a design-your-own-database solution for customized data points!  Use UDM fields to expand the collection of information you and your staff know about a member and the products they use.  Want to learn best practices for configuring custom fields in CU*BASE, or looking for tips on generating and custom field… Read more »

Oct 7, 2020

“Proving Data Strategies” web video series now available OnDemand for free

Asterisk Intelligence, a data analytics team at CU*Answers, now has ten sessions of their 2020 web series “Proving Data Strategies” published online and available for on-demand viewing. The end of the series’ 2020 schedule is approaching, but each web event will continue to remain accessible for free on the OnDemand website. Proving Data Strategies is […]

Sep 30, 2020