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.


Updated
May 5, 2020

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

Mar 3, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Cut Down On the Clutter

Today’s Quick Tip for Managing Your Data Warehouse: Cut Down On the Clutter

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: cut the clutter with a… Read more »

Feb 28, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Delete Old Tables

Today’s Quick Tip for Managing Your Data Warehouse: Delete Old Tables

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: go ahead and delete those… Read more »

Feb 25, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Give Every Table a Description

Today’s Quick Tip for Managing Your Data Warehouse: Give Every Table a Description

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: give it a description!  Every… Read more »

Feb 24, 2022

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Did you know?  The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union!  These query results will be provided as a database file in your QUERYxx CU*BASE library.  Training is also available upon request, so that you can run the query on your own in… Read more »

Feb 24, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Know What “Access” Means

Today’s Quick Tip for Managing Your Data Warehouse: Know What “Access” Means

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: know what “access” means (refer… Read more »

Feb 23, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally

Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s Tip: create rules for uploading and… Read more »

Feb 22, 2022

Announcing the Winner of the Analytics Booth Deep Dive Week Giveaway!

Announcing the Winner of the Analytics Booth Deep Dive Week Giveaway!

During this week’s Deep Dive webinar series, the Analytics Booth team hosted a drawing for one lucky attendee to win a new iPad.  We are pleased to announce the winner of this drawing: Edwina Suzuki of Hawaii Central Federal Credit Union Thank you to all who participated in the Analytics Booth Deep Dive Week events! … Read more »

Feb 18, 2022

NEW! Scorecard Service Levels, Now Available

NEW! Scorecard Service Levels, Now Available

Asterisk Intelligence’s most popular Scorecards just got even better! Scorecards offer enhanced insights into specific areas of operations, such as your credit card portfolio, call center activity, and loan portfolio – each affordably packaged into easily consumable formats and packed full of operational insights. You’ve asked, and we’ve listened!  By popular demand, we have built… Read more »

Feb 16, 2022