CU*BASE updates happen on a regular basis, but twice a year there are big updates and changes that occur. These are called “releases” and they impact both the availability of new tools, changes to current tools, and sunsetting of tools that now seem redundant or outdated with the new updates. Being in the position I’m at with the CUSO, I get the advantage of being invited to some of the project reviews, where various key team members from various departments meet to demo and discuss projects that will be included in future releases.

Working with the CU*Answers Asterisk Intelligence team has been a blessing, as it has allowed me to learn more about the best ways to communicate with credit unions how to access, understand, and utilize their data in new ways. While there were plenty of other important things I learned in the two years we’ve partnered together so far, this has been, by far, my very favorite.

Most of our processes start with data. What I most commonly see in the marketing world is this process: 1. We need to be able to access and use data to build contact lists and then we use that data to actually reach out to members. 2. From there, we track how many of them read our messages and how many acted on the offer. 3. Once this short process is done, it stops. From a data analyst’s perspective, there are a few steps missing here.

KALSEE Credit Union approached Xtend with a unique request during the middle of the COVID-19 pandemic: asking to help them improve their loan attrition rate. Xtend Data Analytics took up the challenge and put together a customized “Losing the Love” initiative to reach out to members with aging, recently paid off, and low balance auto […]

Xtend Data Analytics launched new products in August focusing on supporting credit union marketing, management, and data analysis teams. Custom Marketing Analysis is a flexible study of marketing effectiveness. The credit union chooses every detail of the study before it is performed by Xtend Data Analytics. This can include studying the impact of a recent […]

Xtend Data Analytics is launching four products this month! These powerful products will allow you to study and draw new insights from your membership like never before. Wrap Up Code Consultation is an in-depth demonstration of wrap up code configurations, usage, and related software in CU*BASE Know Why Your Members Call leverages Wrap Up Code... Read more »

Xtend Data Analytics launched two new products in August. Both products focus on using the Wrap Up Codes tool in the CU*BASE® core processing platform, which are used to summarize interactions at the end of phone calls. Know Why Your Members Call takes a deep dive into existing wrap up code data to summarize what […]

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 […]