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Cruise Control Analytics - Corelation, Inc. - desert financial credit union services


Cruise Control Analytics - Corelation, Inc.-desert financial credit union services

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News & Views for the Corelation Community
Fall 2020 ~ Volume 11, Issue 3
Cruise Control Analytics
The Latest in KeyStone Reporting
icture a beautiful Friday Your branch, executive, collections,
Pafternoon. You're at your desk and lending management can benefit
reviewing some reports that begin to from twenty-six new standard
look like a bunch of random data Jaspersoft reports that combine into
when you fall into a daydream about dashboards crafted to provide
taking a convertible out for a drive. analytics targeted to their roles,
As you fall deeper into your including the following:
imagination, you notice that ? Branch Manager Dashboard
everything about the car is built for speed and ease of use, ? CEO Dashboard
even the dashboard. ? CLO Dashboard
Corelation has just launched eight new standard
? COO Dashboard
dashboards for KeyStone that may not display in your
? Collections Dashboard
convertible but they will be a tremendous help in organizing
? Loan Servicing Dashboard
your credit union's data. Their convenient, accessible For example, the Branch Manager Dashboard instantly
format makes it easier to identify opportunities to increase displays loans originated, credit protection issued, and the
efficiency and course-correct if necessary. total number of accounts, shares, and loan balances for the
specific branch where the dashboard is accessed. The CEO
Contents
Dashboard provides critical information about the general
financial health of your credit union with a display that
makes the information easy to understand with just a
Cruise Control Analytics . . . . . . . . . . . . . . . . . . . . . 1 glance.
Upcoming Training and Seminars . . . . . . . . . . . . . . 2 As with any dashboard, you can customize these standard
Certified Partner Spotlight . . . . . . . . . . . . . . . . . . . 3 dashboards to match your credit union's unique goals by
Employee Profile . . . . . . . . . . . . . . . . . . . . . . . . . . 4
modifying, adding, or replacing the standard reports. As
you consider what your credit union's perfect custom
News and Events . . . . . . . . . . . . . . . . . . . . . . . . . 5 dashboard would entail, the Samples of Different Chart
Types dashboard is available to jump-start creativity with
Welcome, New Clients . . . . . . . . . . . . . . . . . . . . . . 6 examples of different types of chart reports including bar
Certified Partners . . . . . . . . . . . . . . . . . . . . . . . . . 6 charts, line charts, and pie charts that demonstrate the
flexibility of summarizing large amounts of data in a
Conversiongram . . . . . . . . . . . . . . . . . . . . . . . . . . 7 compact space. If a minimal approach is all that is needed,
A Note from the President . . . . . . . . . . . . . . . . . . . 8 the Default Dashboard provides your credit union's name
and the accessed database so you can be confident
KeyNotes Contributors knowing whether you are in a live or test environment.
Laura Burley . . . . . Editor-In-Chief, Contributing Writer,
The dashboards and their associated reports have been
& Layout
added to the Corelation library and are available to all
clients who have loaded JasperReports Server 7.1 and
Mary Barlow . . . . . . . . . . . . . . . . . Contributing Writer KeyStone Release 2020_01 or later. Newly converting
clients automatically have these new dashboards, while
Brenda Sigmund . . . . . . . . . . . . . . Contributing Writer existing clients can download a zip file and follow a short
Continued on Page 2
KeyNotes, Fall 2020 ~ Volume 11, Issue 3 Page 2
process to install all eight dashboards and their twenty-six Corelation is providing a wealth of resources to help you
associated reports. As an added bonus, a new publishing write or request additional dashboard-ready reports that
method that is only available in Jaspersoft 7.1 makes the are custom to your needs. Documentation and classes for
reports and dashboards immediately available across beginning and advanced Jaspersoft reports training are
multiple environments. available to cover these topics and others in more depth.
The upcoming "Dashboard Deck" Webex training in
To explain the benefits of these reports, who better to ask October will contain detailed information about the new
than your fellow Corelation credit unions? These credit standard dashboard reports. To top it all off, the virtual
unions helped review and test the new standard Corelation Client Conference in October will offer a deep
dashboards and reports during the development phase so dive into the dashboard functionality and configuration
we could craft them just right. instructions during the Technical Track sessions.
Margaret Nieter, Chief Innovation KeyStone's new dashboards may never have the thrill of
Officer for CommunityWide Federal driving a convertible, but these new tools will put you in the
Credit Union, says, "The new driver's seat when you need information at your fingertips.
dashboards are really helpful for Contact your CRM or open a help desk ticket if you would
senior staff who need quick access to like more information.
current data. The dashboards offer a
wide variety of important and
relevant information for management
at the executive level on down to the branch manager level. Upcoming Training and
Our CEO finds himself reviewing them several times in a Seminars
given day." Margaret found the standard reports to be a
great launching pad for further customization. "Jaspersoft October 20-22 Batch Scripting Training
7.1 also makes dashboard design super easy, so having the Webex
base reports and charts accessible in the public library
makes adding these new reports and charts to your own
customized dashboards simple to do in just a few minutes. October 28, Dashboard Deck Webex
Even clients who are new to Jaspersoft should get great 12-1:30 p.m. PST sponsored by
value out of these ready-made reports."
Linn Area Credit Union's President and CEO Jenny Lorenz
adds her insights: "There are numerous metrics we track November 4, KeyStone Operational
to measure performance throughout our operation. I was 12-1 p.m. PST Enhancements Webex
extremely excited when I learned about KeyStone's sponsored by
capabilities to have some of these metrics displayed on our
desktops. I find great value in the ability to utilize one
source for key data and trends." The use of analytics to
chart progress is especially appealing to her group. November 10-12 Beginner Jaspersoft Reports
"Additionally, the ability to tailor these dashboards to meet Training Webex
our credit union's specific needs is something we will
definitely take advantage of. What gets measured gets November 17-19 Advanced Jaspersoft Reports
done. These dashboards will keep these important Training Webex
measurements right in front of us which will keep us on
track to accomplish our goals!" December 8-10 UI Scripting Training Webex
According to Corelation's Research and Development
Manager Carl Barlow, these standard dashboards and December 15-17 Batch Scripting Training
reports are just the tip of the iceberg when it comes to Webex
distilling the wealth of KeyStone's data into robust
analytics. "As our clients and our staff gain experience in December 16, End-of-Year Tax Reporting &
using the charting capabilities built into Jaspersoft-- 12-2 p.m. PST Best Practices Webex
whether in single reports or combined in dashboards--I sponsored by
suspect we'll see a lot more demand for such summary
information to complement the detailed reports that are
used so heavily today."
KeyNotes, Fall 2020 ~ Volume 11, Issue 3 Page 3
Certified Partner Spotlight: IMSI
Congratulations to our certified We have been able to do more with it
partner IMSI on their recent 12th than we would have dreamed without
anniversary! IMSI has been serving it."
credit unions with the best in web
development, industry expertise, and IMSI is currently developing a
superior customer service since 2008. customer portal forum where clients
can discuss various uses for each product and review their
IMSI has been in the Corelation spotlight for many years. peers' use cases. IMSI understands that collaboration with
The two companies met when Orion Federal Credit Union their customers fosters innovation so everyone benefits!
converted to KeyStone back in 2012. As they worked
together to transition Orion's integrations, it was clear that Devon Wilson, IMSI's Chief Operating Officer, shares, "We
the two companies shared the same passion and drive for value our relationship with Corelation and are grateful for
innovation. For IMSI, that passion and drive led them to the close partnership we've developed over the years." The
develop new and improved tools for KeyStone clients to team here at Corelation couldn't agree more. We look
perform tasks efficiently and with consistent results. In fact, forward to a long and fruitful relationship with the team at
over 70% of KeyStone credit unions use one or more of IMSI. For more information about Infuzion and IMSI's other
IMSI's products. IMSI's clients range in size from under products for KeyStone clients, visit IMSIntegration.com.
10,000 to well over 450,000 members.
This year, IMSI is proud to introduce Infuzion, an extremely
powerful tool developed to streamline complex functions, Client Spotlight
insert or extract data from KeyStone, and efficiently
perform various tasks without the need to develop scripts The votes are in! Forbes' Best Credit Unions in Each
or even understand Java. State List recognized many of our credit union
partners. The ratings were awarded by surveying
Infuzion excels at many tasks such as mass database consumers about overall satisfaction, trust, terms
updates that translate INSERT, UPDATE, and DELETE SQL and conditions, branch services, digital services, and
queries into KeyBridge to process updates in KeyStone. It financial advice.
can quickly build a delimited file, perform delimited file
inputs in batch, and perform transaction rollbacks. Infuzion We salute our clients for their exceptional service!
can also be scheduled through SMA Technologies' OpCon Read more at Forbes.com.
for added convenience. It can even perform mergers, all Alabama One Credit Union: #9
without having to write a script or a single line of Atomic Credit Union: #3
programming code. CapEd Credit Union: #4
IMSI staff initially developed Infuzion for internal use to Centris Federal Credit Union#3
help them perform tasks in KeyStone. As demand for this Clearwater Federal Credit Union: #2
product grew, it became clear that it needed to be made Desert Financial Credit Union: #3
available for all credit unions. Today, Infuzion can benefit Directions Credit Union: #2
any credit union, even those without a programming staff. Educational Systems Federal Credit Union: #4
Training for the product can be done in a short amount of HAPO Community Credit Union: #5
time so you can be on your way to better productivity very La Capitol Federal Credit Union: #1
quickly. IMSI's clients agree that Infuzion is really a must- Launch Federal Credit Union: #4
have tool for any credit union that wants to truly harness Liberty First Credit Union: #1
the power of the KeyStone API. Orion Federal Credit Union: #2
People First Federal Credit Union: #4
Support Services Manager Pam Barrett at Northwest PSECU: #5
Preferred Federal Credit Union says, "With no formal Sandia Laboratory Federal Credit Union: #1
training and only a couple of hours of training with IMSI, I Together Credit Union #3
can write jobs to insert notes using .csv files. We also use
the Infuzion product to change rates monthly, reprice University of Hawaii Federal Credit Union: #5
loans, insert custom tables, and insert notes. The options WESTconsin Credit Union: #3
are nearly endless! I highly recommend looking into it.

What are the best credit unions in Arizona? there are 54 credit unions in Arizona that combined have around $31,804,002,365 in assets, but the three best Arizona credit unions in this list of 10 are Desert Financial, OneAZ and Vantage West.