Activate Member Data – Online Banking Optics

Free!

Additional data rates may apply

With full member data you can track, analyze, and pull member lists for any combination(s) of 120+ different buttons, actions, and features your members use within the online banking platforms. Use the power of member-level details to push business or awareness outreach with members. Evaluate the impact of what might be considered your largest branch, online banking, and use this data to support changes to service offerings, fee programs, outreach priorities, and business goals.

Please select the period of time you wish to collect this data(Required)
A Data Warehouse is required in order to collect Online Banking Optics data. Do you have a Data Warehouse?(Required)

Prerequisite

A Data Warehouse is a prerequisite to activating the collection of the full Online Banking Optics data set. If you order this product without a Data Warehouse, the steps to turn on Online Banking Optics data collection will be deferred until after you have worked with Asterisk Intelligence to purchase and establish a Data Warehouse.

Overview

The value of the full Online Banking Optics data set lies in your members – the ability to store detailed records of individual members’ activity and patterns activates options for detailed studies and operational analyses. Most popular options are to pull member lists based on activity patterns, or evaluate usage of certain features to assess either adding, retaining, or sunsetting certain services.

The full data collection engine for Online Banking Optics produces a very large data set tracking 120+ different actions, and features that individual members are using within the online banking platforms. Popular actions reviewed for member lists include:

  • View eSign Document Details
  • View Rate Board (Loan, Share, or Certificate – tracked individually)
  • Clicked a Customized Launch Point Link
  • Started Opening an Account (Loan, Share, or Certificate – tracked individually)
  • Deleted an eAlert (Any type – tracked individually)
  • Viewed ACH Deposits
  • Downloaded Transaction Details (includes the file format the user selected)
  • View Private Contacts Message Details
  • Uploaded a Profile Image
  • And 120 more!

Once you order this product, you’ll work with Asterisk Intelligence to determine a start-date and retention period for your data collection. On the start-date, data begins recording as soon as the “switch” is flipped and will build over time through the period of time you chose for active data collection – 1, 3, 6, or 12 months.

Don’t Forget – You need a Data Warehouse storage unit in place to activate this data product. Order a Data Warehouse now.

Coverage

The Optics data collection engine currently runs over the following platform:

  • Personal Banking (It’s Me 247) – all applications combined (browsers, apps, etc)

Not included (yet – coming soon!) is the following platform:

  • Business Banking (It’s My Biz 247)

Want to Analyze the Data?

You can review and analyze from Day 1 of data collection via query. Then once you have several complete months of data collected, we recommend performing a fixed-period analysis in which you use the full set of data to perform your analysis once it has finished being recorded.

Or, hire Asterisk Intelligence to perform your analysis. Contact ai@cuanswers.com for examples, options, and a quote if you would like to pursue this option.

An advanced analysis dashboard is available today for studying and data mining of the full data in Online Banking Optics. Available in AI*Engaged, the application dedicated to managing and analyzing warehoused data.

Don’t Forget – Other basic analysis tools are available today without the full Online Banking Optics data set, and will continue to be available once you activate the full data engine. Refer to:

  • CU*BASE Tool #1100 Online Banking Optics: Litemonthly summaries and analysis, refreshed every new month
  • Analytics Booth Dashboard Online Banking Optics Trendsdaily measurements and trending since October 2020

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