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

View Our Latest Release to Analytics Booth

View Our Latest Release to Analytics Booth

Take a look at the latest updates to Analytics Booth! You may have noticed some recent changes that were implemented into Analytics Booth, as part of our latest release update.  You can view a full summary of the items that were implemented with this release by following the link below. View the Release Summary

Mar 1, 2018

Latest software release for Analytics Booth includes executive summary feature

A software release was successfully processed on February 28th for Analytics Booth, a web-based analytics product offered by CU*Answers, a 100% credit union-owned data processing CUSO. The new release includes a strong improvement within the products’ Trends section with the launch of an Executive Summary feature. The new Executive Summary capabilities add 6 new data […]

Mar 1, 2018

Training on data mining tools of CU*BASE® is a success

A free, 3-part educational series of classes was offered on February 22nd by CU*Answers, a 100% credit union-owned cooperative CUSO, to train its credit union-owners on the Report Builder (Query) toolset within its CU*BASE core processing platform. Asterisk Intelligence, a team of data analysts at CU*Answers, led the trainings. The series of educational courses on […]

Feb 27, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 27, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Jump into a Dashboard Dive: Portfolio Analysis – Credit Cards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #593, our Credit Card Portfolio Analysis feature.  Organize your credit card products by loan category, purpose code, or security code to align with your preferred reporting method.  See balances per category, member participation, and even insights… Read more »

Feb 23, 2018

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Don’t Miss This Week’s Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 20, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 16, 2018

CU*Answers Data Boot Camp participants get special preview of new data management resources

Participants of CU*Answers’ Data Boot Camp benefited from an early look at several data management projects at the company. The 100% credit union-owned data processing CUSO is developing a native data warehouse solution, and SnapShot, a data set that fully mirrors the processing environment of their CU*BASE® core system captured at the exact moment the […]

Feb 9, 2018

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Jump into a Dashboard Dive: Portfolio Analysis – Loans

Join the Asterisk Intelligence Team for a Dashboard Dive! CU*BASE Tool #595, our Loan Portfolio Analysis, can be used to organize your portfolio by loan category, purpose code, or security code, in order to align with your preferred reporting method.  Use this tool to view balances per category, active loan counts, and even insights into… Read more »

Feb 9, 2018

Scope Out Data Trends and Insights with Data Watch!

Scope Out Data Trends and Insights with Data Watch!

Join the Asterisk Intelligence Team for a new monthly webinar series, Data Watch!  Data Watch is for all credit union professionals interested in hearing about the latest trends in data.  We want to share and explore recent data trends and insights we’ve encountered over the previous month.  We believe it is not just about how… Read more »

Feb 6, 2018