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

Don’t Miss This Week’s Proving Data Strategies: Researching Branch Traffic

Don’t Miss This Week’s Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

Jun 8, 2020

Proving Data Strategies: Researching Branch Traffic

Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

Jun 1, 2020

Proving Data Strategies: Researching Branch Traffic

Proving Data Strategies: Researching Branch Traffic

What is the busiest time of day, per branch?  What were my staffing levels at those times? How many people are coming to me for shared branching support?  How has the timing and volume of member visits changed during the COVID-19 response?  What portion of my membership is coming to a branch each month, historically… Read more »

May 22, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Applications

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Applications

How many applications does it take to book a loan?  What is the credit quality of recent applications?  How has COVID-19 affected the number or amount of applications I am receiving?  Who is the most productive underwriter?  The least?  Which branch is booking the most loans?  The least?  What age groups are applying for the… Read more »

May 18, 2020

Proving Data Strategies: Analyzing Loan Applications

Proving Data Strategies: Analyzing Loan Applications

How many applications does it take to book a loan?  What is the credit quality of recent applications?  How has COVID-19 affected the number or amount of applications I am receiving?  Who is the most productive underwriter?  The least?  Which branch is booking the most loans?  The least?  What age groups are applying for the… Read more »

May 13, 2020

Quick Tip for Report Writers: Members Who Don’t Use Online Banking

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 this done. Read More on… Read more »

May 7, 2020

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

Don’t Miss This Week’s Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

How many of your loans paid off last month?  How many of those loans were at full term, versus early payoffs?  Tracking loan payoffs, terms, and yields can provide a wealth of information and insights into the health of your loan portfolio as well as enhancing budgeting and corporate planning initiatives.  Follow along with our… Read more »

May 4, 2020

Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

Proving Data Strategies: Analyzing Loan Payoffs, Average Term, and Yield

How many of your loans paid off last month?  How many of those loans were at full term, versus early payoffs?  Tracking loan payoffs, terms, and yields can provide a wealth of information and insights into the health of your loan portfolio as well as enhancing budgeting and corporate planning initiatives.  Follow along with our… Read more »

Apr 30, 2020

Check Out the New and Improved Asterisk Intelligence Store!

Check Out the New and Improved Asterisk Intelligence Store!

Visit the NEW Asterisk Intelligence store to take advantage of various data solutions for your credit union.  The Analytics Booth application tracks and trends hundreds of operational data points every day, providing insights and operational trending.  Our Data Warehousing services allow you to expand data retention, integrate non-CU*BASE data, and support additional data strategies.  PLUS… Read more »

Apr 30, 2020