Xtend > Data Analytics

Xtend Data Analytics
mines and interprets member data.

Xtend > Data Analytics

Xtend Data Analytics mines and interprets member data.

We specialize in data mining and reporting. With an intricate knowledge of the CU*BASE platform, we use the tools at hand to pinpoint targets, create member marketing lists, and reveal patterns.
Most of our products are detailed reports on member databases that reveal how your members think, act, and interact with your credit union.

Products

Click on a tag to sort by type. Click a product title for details.

Call Center Scorecard

An analysis of your calls and callers.

CD & Money Market Call Reporting

A report on CD and money market call campaign effectiveness.

Custom Marketing Analysis

A customized analysis with a marketing focus.

Custom Target Audience

A member list, targeted to your specifications.

Direct Deposit & Checking Account Call Reporting

A report on direct deposit and checking account call campaign effectiveness.

Email Performance Analysis

A deep dive into marketing email effectiveness.

Enhanced Campaign Reporting

An in-depth analysis of your recent marketing.

Know What to Market

An outline of marketing opportunities, as suggested by data.

Know Who to Contact

A report on potential target audiences for your upcoming marketing.

Know Why Your Members Call

A look into who calls your credit union and why.

Know Your Online Credit Card Holders

A report on online card holders' behaviors, indicating which products they'll need.

Know Your Outside Credit Card Holders

A report on credit card holders' tradeline data and payment behaviors.

Losing the Love Enhanced Reporting

Additional reporting on your Losing the Love program.

Managed Campaign Data

Data management and more for upcoming campaigns.

Marketing Scorecard

A report detailing your credit union's unique marketing opportunities.

Wrap Up Code Consultation

Learn how to set up and use Wrap Up Codes. Includes code configuration.

Data Analytics news

Here's what we've been up to!
Welcome Lakota Federal Credit Union!
July 17, 2020
ATTENTION XTEND GREAT LAKES SHARED BRANCHING CLIENTS We’d like to welcome Lakota Federal Credit Union to the Xtend shared branching family! Check Out Their Contact Information View all Xtend Shared Branching Credit Unions in the Great Lakes Netwo...
Michigan Legacy Credit Union to offer Xtended contact center and chat support hours
July 14, 2020
Michigan Legacy Credit Union, based in Pontiac, MI, joined the Xtend Web Chat Support client list as well as expanded the supported hours of their inbound contact center hours. The credit union members will benefit from live support both online and over the phone weeknights until 11:00 PM ET. “By expanding these hours of support, […]
Action Required: Annual Location and Contact Information Audit
June 29, 2020
Attention all Xtend Shared Branching Participants Action Required: Annual Location and Contact Information Audit DEADLINE: July 10, 2020 As part of our annual verification process, we ask each Xtend Shared Branching Location to verify location & contact information once each year. To complete this task, you must submit the Shared Branching Information Update Form. Even... Read more »
Xtend Scorecards answer big questions for credit union call centers
June 23, 2020
Interest in Xtend’s Scorecard products has increased during the COVID-19 period, with eight scorecards completed between May and June. Most popular is the Xtend Call Center scorecard, which analyze credit union phone interactions with members. The Xtend team reviews “wrap up” codes in the CU*BASE® core processing platform, which are used at the end of […]
With this Powerful Service, Identify where Your Credit Union is ‘Losing the Love’ from Members
June 19, 2020
Losing the Love is a CU*BASE tool that helps credit unions study the behavior patterns of recently closed members.  Your staff can reference these patterns to see if any currently open memberships are displaying similar behavior. Losing the Love is also offered as a marketing service by Xtend, where we identify currently open memberships that... Read more »
Welcome Unity Credit Union!
June 15, 2020
ATTENTION XTEND GREAT LAKES SHARED BRANCHING CLIENTS We’d like to welcome Unity Credit Union to the Xtend shared branching family! Check Out Their Contact Information View all Xtend Shared Branching Credit Unions in the Great Lakes Network!
Last Chance to Register for the Xtend 2020 Annual Stockholders Meeting
June 15, 2020
ATTENTION XTEND STOCKHOLDERS Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Don’t forget: Xtend will... Read more »
Join Xtend for This Week’s Webinars
June 8, 2020
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, June 9 2:00 PM – 2:30 PM ET Xtend Communications Overview Webinar The Xtend Communications department keeps... Read more »
Join Xtend for Our June Webinars!
June 4, 2020
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, June 9 2:00 PM – 2:30 PM ET Xtend Communications Overview Webinar The Xtend Communications department keeps... Read more »
Join Us for Our 2020 Annual Stockholders Meeting
June 3, 2020
ATTENTION XTEND STOCKHOLDERS As a reminder, Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Xtend... Read more »
Join Us for Our 2020 Annual Stockholders Meeting
May 28, 2020
ATTENTION XTEND STOCKHOLDERS As a reminder, Xtend will be changing up our Leadership Conference this year, and will be moving to a video format.  As a remote business we are really looking forward to engaging with more credit union professionals, introducing you to more team members, and interacting with you in a new way! Xtend... Read more »
New Product – Social Media Management
May 28, 2020
No Time for Social Media? Let Xtend help! We have a Social Media Portal that allows you to manage your social media accounts all at once, or have Xtend manage them for you. We understand that some credit unions have to wear multiple hats, especially when it comes to marketing.  Let Xtend take some of... Read more »
Join Xtend for Next Week’s Webinars!
May 22, 2020
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Wednesday, May 27 11:00 AM – 11:30 AM ET Digital Signage Webinar Digital Signage is the best way... Read more »
Remember to Vote in the 2020 Xtend Elections!
May 19, 2020
ATTENTION XTEND STOCKHOLDERS Make sure your voice is heard! Vote Electronically for board elections May 1 – June 12, 2020! Don’t forget, Xtend will be hosting our annual meeting virtually via Zoom on Tuesday, June 16, 2020 at 1:00 PM Eastern Time.  To register for the annual meeting, click here – once registered, you will... Read more »
Struggling with Social Media?
May 19, 2020
Social Media Struggles? Let Xtend help! We have a Social Media Portal that allows you to manage your social media accounts all at once, or have Xtend manage them for you. Have it all figured out? Gain access to our portal to have one login for all your social media profiles. Use the tool features... Read more »
View Xtend’s Q1 2020 Marketing Campaigns Quarterly Recap
May 13, 2020
Each quarter, Xtend Communications and Data Analytics review the statistics and trends of the previous quarter’s RevGen Campaigns and Multi-Channel (Custom) Campaigns.  In this quarter’s review, we compare results with those from last year, and discuss any notable changes.  We also highlight notable campaigns and methods from Q1 of 2020. View the Q1 2020 Marketing... Read more »
Join Xtend for our May Webinars!
May 11, 2020
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Wednesday, May 13 2:00 PM – 2:30 PM ET New Member Onboarding Webinar Create a welcoming and educational... Read more »
Marketing Campaigns Quarterly Recap- Q1 2020
May 11, 2020

Each quarter, Xtend Communications and Data Analytics review the statistics and trends of the previous quarter’s RevGen Campaigns and Multi-Channel (Custom) Campaigns. In this review, we compare the quarter’s results with those from last year, and discuss any notable changes. We also highlight notable campaigns and methods from the quarter.

Join Xtend for our Virtual Roundtable, April 20-22
April 14, 2020
Join Xtend for our Virtual Roundtable, April 20th – 22nd!  This three day event will focus on peer-suggested discussions, include guest speaker presentations and offer training opportunities with the CU*BASE toolset.  Share insights with your peers, discuss ongoing trends in the industry and set plans for your credit union’s future!  Take a look at our... Read more »
Join Xtend for our Virtual Roundtable, April 20-22
April 8, 2020
Join Xtend for our Virtual Roundtable, April 20th – 22nd!  This three day event will focus on peer-suggested discussions, include guest speaker presentations and offer training opportunities with the CU*BASE toolset.  Share insights with your peers, discuss ongoing trends in the industry and set plans for your credit union’s future!  Take a look at our... Read more »
Don’t Miss Out: Register for This Week’s Xtend Webinars!
March 16, 2020
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, March 17 2:00 PM – 2:30 PM ET Contact Center Services Webinar With the Xtend Contact Center,... Read more »
Don’t Miss Out: Register for Next Week’s Xtend Webinars!
March 13, 2020
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, March 17 2:00 PM – 2:30 PM ET Contact Center Services Webinar With the Xtend Contact Center,... Read more »
Data Presentation: It’s Not About Making It Pretty
October 8, 2019

Let’s talk about something that is near and dear to most of our hearts – data presentation. We feel the pressure to communicate data sets in the best way possible to everyone. Not only is this a struggle for us data analysts, but I’ve also seen CEOs and various department heads struggle with how they…

South Bay Credit Union experiences win-win-win with credit card analysis through Xtend
September 24, 2019
Xtend Data Analytics has completed their first ever online credit card analysis. South Bay Credit Union was the first to benefit from the service. This study aims to redefine the way credit unions understand the members that utilize (or don’t utilize) their credit cards. In this in-depth study, credit card account holders were divided into […]
What’s in a Call?
April 5, 2019

It’s been a busy quarter, and while I usually would stick to focusing solely on writing about marketing-focused topics, I’ll be focusing on something closer to where I started in the CUSO Industry: member phone calls. Over the course of the last three months, I’ve gotten really close to Phone Optics Data, or the non-transactional analysis…

Back To Top
×Close search
Search