PolicySwap

Credit unions are subject to a bewildering number of policies and regulations. In order to assist credit unions with managing their obligations, PolicySwap has been created to help simplify the compliance process and hopefully reduce the compliance cost burden for each institution.

PolicySwap is a collaborative website where CU*Answers clients can share policies and procedures with each other. Not sure what your BSA policy needs to say? Browse here and select a policy from your peers. Each policy is reviewed by the CU*Answers team for quality, to ensure you are receiving the best possible value for your time. Also, if you have policies you wish to share, remember that you can collect CollabRebate points that can be redeemed for cash. And if you have a regulatory exam coming up, check out ExamShare where you can review the latest news regarding examinations of your peers. PolicySwap and ExamShare are examples of the Power of the Network.

Visit PolicySwap

Updated
February 18, 2015

Strategic Shorts: Comprehensive Reporting Using Charts

Strategic Shorts: Comprehensive Reporting Using Charts

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how you can view trending data to gain a more comprehensive look at your… Read more »

Jul 11, 2023

Strategic Shorts: Favorite Trends in Analytics Booth

Strategic Shorts: Favorite Trends in Analytics Booth

Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk.  Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how to “favorite” your trends.  When activated, Favorites allows you to pinpoint information without… Read more »

Jul 11, 2023

Join Us for a Dive into Analytics Booth: What Every User Should Know

Join Us for a Dive into Analytics Booth: What Every User Should Know

Utilizing the trending capabilities of CU*BASE Integration to our web platform, Analytics Booth helps credit union executives and managers capture, visualize, analyze, and use data analytics to guide their business decisions, celebrate their wins and minimize risk. Whether you are a new or existing subscriber, we invite you to join our upcoming webinar as we… Read more »

Jun 16, 2023

The AB_23.06 Analytics Booth Release Arrives June 25th

The AB_23.06 Analytics Booth Release Arrives June 25th

The Asterisk Intelligence Team is excited to present the AB_23.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 25th!  This release features: A revamped Trends homepage, with a more data-driven look and methodology Category cards for all data point collections; balance data, cash data, and all the rest Enhancements to ‘Learn from… Read more »

Jun 8, 2023

Reminder: The AB_22.12 Analytics Booth Release Arrives December 11th

Reminder: The AB_22.12 Analytics Booth Release Arrives December 11th

The Asterisk Intelligence Team is excited to present the AB_22.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 11!  This release features: Improved reporting capabilities A modernized look and feel for all 12 Analytics Booth Dashboards The introduction of a new charting tool designed to strengthen your credit union’s reporting needs View… Read more »

Dec 16, 2022

The AB_22.12 Analytics Booth Release Arrives December 11th

The AB_22.12 Analytics Booth Release Arrives December 11th

The Asterisk Intelligence Team is excited to present the AB_22.12 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, December 11!  This release features: Improved reporting capabilities A modernized look and feel for all 12 Analytics Booth Dashboards The introduction of a new charting tool designed to strengthen your credit union’s reporting needs View… Read more »

Dec 16, 2022

Engage Your Board of Directors with a Dive into Analytics Booth!

Engage Your Board of Directors with a Dive into Analytics Booth!

Board Member engagement is critical to the health and success of your credit union.  Some of the most important contributions your board can make come from asking the right questions and challenging the status quo. If you’re looking to further engage your Board of Directors, Asterisk Intelligence can support your initiative with an educational briefing… Read more »

Aug 18, 2022

Don’t Forget, the AB_22.06 Analytics Booth Release Arrives June 19th

Don’t Forget, the AB_22.06 Analytics Booth Release Arrives June 19th

The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19!  This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »

Jun 13, 2022

The AB_22.06 Analytics Booth Release Arrives June 19th

The AB_22.06 Analytics Booth Release Arrives June 19th

The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19!  This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »

Jun 6, 2022