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

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

Get on Top of Your Budget with the CU*BASE Budgeting Tools Webinar Series

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’ve been hard at work building new budgeting tools to use for the 2016 Budget, and coming in October, CU*Answers is bringing those tools to you in a deep dive webinar series. Hosted by Randy Karnes, these sessions will let you interact with our budget development team and get an… Read more »

Sep 14, 2015