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

Join Us to Learn about the Tracker Data Purge Starting March 1st

Join Us to Learn about the Tracker Data Purge Starting March 1st

ATTENTION ONLINE CREDIT UNIONS Don’t forget: automated tracker purges begin March 1, 2021!  In preparation for this, we will be hosting two webinar sessions, Understanding the Tracker Data Purge: CU*BASE Configurations and Options to Keep the Data.  During these sessions, we will review what data is being purged/deleted, configurations and updates for the process, and… Read more »

Feb 16, 2021

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

Two Weeks Remaining to Outline Your Tracker Retention and Archival Policies

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 12, 2021

Asterisk Intelligence supports credit unions’ annual CDFI re-certifications

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, has recently completed several engagements to assist CDFI-certified credit unions with compiling data for annual re-certification. Credit unions who are certified as a Community Development Financial Institution (CDFI) can receive federal funding up to hundreds […]

Feb 12, 2021

Asterisk Intelligence announces new partnership with Deb Slavens and BlueOx Credit Union

Deb Slavens, VP of IT from BlueOx Credit Union, recently joined the ranks of the Asterisk Intelligence team with the intention of forming a CUSO that is focused on assisting credit unions with their data resources and how they can best use them. This partnership between Asterisk Intelligence, a division of CU*Answers, and BlueOx Credit […]

Feb 10, 2021

Time to Review Tracker Configurations; Tracker Purges Begin in March!

Time to Review Tracker Configurations; Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS Automated tracker purges have arrived (again)! Last year’s automated tracker purge routine was re-worked and rescheduled, and will now begin March 1, 2021. What is Happening? We will manually purge all tracker conversations that are outside of individual CU-configured retention periods throughout March, based on tracker volume. Then,  in April we… Read more »

Feb 5, 2021

Asterisk Intelligence debuts KPI Operational Consulting

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, recently added Key Performance Indicators Operational Consulting to their bench of professional service offerings. KPI Operational Consulting engagements take a three-pronged approach to manufacturing value: awareness, education, and data monetization. “We want to empower credit […]

Feb 2, 2021

Asterisk Intelligence completes exploratory analysis for Cumberland County FCU

Asterisk Intelligence, a data analytics team at CU*Answers which provides business intelligence consulting, fulfillment, and educational services to credit unions, has recently completed an explorative analysis commissioned by Cumberland County FCU. The analysis examined available data on branch activity, studying the members who visit a branch and the transactions which occur at a branch. The […]

Feb 2, 2021

The Next Data Warehouse Upgrade Arrives in March

The Next Data Warehouse Upgrade Arrives in March

Attention Data Warehouse Subscribers: Beginning 3/7/2021, your Data Warehouse library will be temporarily unavailable until 3/28/2021 while CU*Answers performs upgrades to our Production server.  During this time, all CU*Answers online credit unions will be running off our High Availability server. Because the Data Warehouse library (FILExxDW) is stored on Production and not replicated to HA,… Read more »

Jan 26, 2021

Analytics Booth is FREE for Credit Unions with Less Than 2,000 Members!

Analytics Booth is FREE for Credit Unions with Less Than 2,000 Members!

The Asterisk Intelligence team is excited to announce that, beginning in 2021, Analytics Booth will be free to all credit unions with less than 2,000 members.  With your subscription to Analytics Booth, you will have access to 80+ trend lines of your credit union’s data, 12 dashboards, customized alerts, Powerlines, etc.  To activate your subscription,… Read more »

Jan 19, 2021

Engage Your Board of Directors with a Dive into Analytics Booth!

Engage Your Board of Directors with a Dive into Analytics Booth!

Board Member engagement is critical to the health and success of your credit union.  Some of the most important contributions your board can make come from asking the right questions and challenging the status quo. If you’re looking to further engage your Board of Directors, Asterisk Intelligence can support your initiative with an educational briefing… Read more »

Jan 15, 2021