Xtend Data Analytics launched Losing the Love for RVA Financial Federal Credit Union on March 4, 2021, making them the fourth client to launch the service with Xtend since October 2020. Xtend has also recently launched this marketing program for TruChoice Federal Credit Union, KALSEE Credit Union, and River Valley Credit Union. Losing the Love […]

Xtend Data Analytics assisted in the configuration, implementation, and training of wrap up codes for Total Community Credit Union through its new Wrap Up Code Consultation service. This is the first credit union to take full advantage of the service with Xtend. The entire service takes two weeks to implement, and then the results are […]

Kalsee Credit Union has officially launched Losing the Love with Xtend Data Analytics as of January 6, 2021. Kalsee originally signed on for a special Losing the Love: Loans program in September 2020 and approached Xtend for the standard Losing the Love program only a few months later after seeing wins with the specialized loans […]

Wrap Up Codes are a key tool in understanding your membership.  They can reveal which members call, what they’re calling about, and what products or services could help them.  You can use them to answer questions like: What do members frequently need help with? Which demographic groups call the most? Which self-services could members use... Read more »

Xtend Data Analytics is hosting a webinar focused on wrap up code configuration, analysis, and usage on December 15th at 2:00PM ET. Wrap up codes are a tool in the CU*BASE core processing platform that are used at the end of a phone call to summarize what the interaction was about. During the webinar, Xtend […]

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impact both the availability of new tools, changes to current tools, and sunsetting of tools that now seem redundant or outdated with the new updates.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.