2025 Quarter Two Product Release Notes

In Quarter Two of 2025, Rise Analytics rolled out two new offerings as well as a variety of system enhancements that allow you to drill down deeper into your data and achieve even more insights into member habits. Check out the notes below to learn what’s new with Rise Analytics!

Predictive Analytics

New Member Acquisition Model Now Available

This new predictive model equips you with postal code–level insights to pinpoint high-opportunity markets. By aligning marketing and expansion efforts with actual data, leadership can drive more efficient growth, increase ROI on acquisition campaigns, and strategically expand membership in underserved or high-potential areas. 

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New Member Acquisition Model

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New Filters to Fine-Tune Marketing Campaigns with Predictive Analytics  

New filters and member criteria settings allow you to fine tune your marketing campaigns like never before. Segment by balance, product type or credit profile to make sure your marketing dollars are delivering the highest ROI.   

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Member Segmentation Dashboard with Filter Options

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Insights

Deeper Visibility into Member Transaction Behavior 

This enhanced report equips you with clear, refined insights into member deposit patterns, certificate activity and ACH usage. It supports better liquidity management, helps forecast member behavior and enables more personalized product strategies – driving stronger financial performance and member engagement at scale.

Deposit Growth

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Share Certificate

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ACH Relationships

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Identify Real Behavioral Patterns with AI-Powered Transaction Cleansed Data 

Now available as an add-on option, this AI-enhanced report delivers clearer, more accurate visibility into where and how members are transacting: across channels, merchants and branches. This provides opportunities for more targeted marketing, optimized channel investment, and stronger member engagement strategies based on real behavioral patterns, not just assumptions. 

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Member Channel (Transaction Cleansed AI)

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Member Channel (Cleansed AI)

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Understand Digital Preferences and Behaviors with New Q2 Digital Banking Integration

Seamlessly integrate Q2 digital banking data for a complete picture of member behavior. Digital Banking expansion of the Rise Analytics platform is a major milestone toward having a complete view of the credit union members. Understanding their digital preferences and behaviors will significantly increase the value of the analytics platform for the credit union.

Benefits:

• Integrated with Data Warehouse and Predictive Analytics 

• Track digital adoption and member activities 

• Understand member preferences 

• Launch targeted campaigns 

• Deliver personalized experiences 
  

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Align Lending Strategy and Operational Outcomes with Faster Loan Insights  

You can now move seamlessly from high-level loan pipeline metrics into individual loan applications, retaining filters and exporting data for deeper analysis. This enables faster root-cause discovery, clearer performance tracking across loan types and better alignment between lending strategy and operational outcomes.  

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Executive Loan Origination Pipeline

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Loan Applications

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Identify and Resolve Bottlenecks with Visibility into Branch and Loan Officer Lending Performance  

The expanded loan origination pipeline reporting gives you visibility into performance by branch, loan officer and product type. This enables faster identification of bottlenecks, improves approval rate transparency, and helps leadership align lending strategies with operational execution and member demand.  

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Branch Loan Origination Pipeline

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Loan Officer Origination Pipeline

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Approved Operator Origination Pipeline

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New, More User-Friendly Loan Origination View 

Simplifies loan data access and analysis across teams. 

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Lien Position Now Available in Loan Data

Loans are now flagged as first or junior liens directly in analytics. This improves portfolio-level risk visibility and helps executive teams make better decisions around reserves, pricing and lending strategy.

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Platform

Easily access and organize data from multiple sources to power smarter decisions. 

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Data Warehouse

Operational Transparency and Platform Optimization

New administrative data views provides clearer oversight of platform usage, data flow and system status, supporting stronger governance and internal accountability. Performance optimizations and simplified loan origination views reduce technical friction, making it easier for teams to access insights, which drives dater decision-making and improves operational alignment across departments. The list of additional tables/views in the ADMIN schema are:

DECISION_PROCESS_XREF

Loan Origination configuration of the various decisions occurring throughout the pipeline of a loan application (i.e. Approved, Denied, Canceled, etc.). This configuration table is critical to understanding the metrics around the loan origination pipeline. 

FILE_HISTORY 

Records every file loaded into the Data Store and key details to ensure all files have successfully loaded.  

FILE_UPLOAD  

Additional details about the file upload process into the Data Store. 

FILE_UPLOAD_SUMMARY 

Metadata about each source system the credit union has loaded files from. 

LOAN_TYPE_XREF

Records how applications are classified by the type of loan the member is requesting. 

ODS_LOAD_STATUS 

Tracks the status of every table on each Data Store. 

RANGE_XREF

Displays the configuration of tiers within the analytics platform and shows the adjustments made via the configurator. 

SOURCE_ROW_COUNTS 

Shows the number of records loaded into the data store for every data load. This table is vital for ensuring reconciliation with the source systems. 

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API Views Removed from Snowflake Reader Account

For better performance, API views are removed – contact your account manager for direct API access. 

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New Core Data Enhancements Drive Strategic Clarity

This quarter, the Fiserv DNA Data Store has been expanded to give executive teams deeper visibility into key operational and member behaviors:

Cash Flow Efficiency

New cashbox tracking enables better oversight of branch-level cash handling, supporting tighter liquidity management and cost control. 

Regulatory Readiness:

Secure access to cardholder agreements and debit card activity enhances compliance transparency and reduces audit risk. 

Infrastructure Intelligence:

Added system-level data improves visibility into how your core connects with APIs, third-party tools and cloud platforms, enabling smarter decisions around digital transformation and vendor strategy.

CASHBOXTXN - DNA_ADDON_OSIBANK_CASHBOXTXN

Expands the scope of transaction-level reporting for credit unions regarding cashbox transactions (i.e. cash handling at branches), giving credit unions the ability to become more efficient with their cash flows. 

CASHBOXTXNBAL - DNA_ADDON_OSIBANK_CASHBOXTXNBAL

Tracks the balances changes for each cashbox transaction at the credit union to ensure precise tracking of cashflows. 

NTWKNODE - DNA_ADDON_OSIBANK_NTWKNODE

Stores detailed information about the logical or physical connection points within the infrastructure that supports the DNA core processing environment which is critical for tracking.

• Data exchanges between DNA and external systems (i.e. APIs, Connectors, 3rd Party Services, etc.). 

• Distributed Processing across environments like On-Prem, Cloud, or Hybrid deployments of DNA. 

• Security and access control especially with the shift to core API-based authentication. 

PS_PII_ACCTEXTORGID - DNA_ADDON_OSIBANK_PS_PII_ACCTEXTORGID 

Unveils the PII data related to external organizations within the credit union’s DNA core processing system. 

VIEW_CARDAGREEMENT_PCI - DNA_SNAPSHOT_OSIBANK_VIEW_CARDAGREEMENT_PCI 

Enables secure reporting on cardholder agreements with members’ debit cards issued by the credit union. The agreements include data on.

VIEW_CARDMEMBERISSUE_PCI - DNA_SNAPSHOT_OSIBANK_VIEW_CARDMEMBERISSUE_PCI 

Records data relating to credit union members’ card issuance for analytics around card management.  

VIEW_CARDMEMBER_PCI - DNA_SNAPSHOT_OSIBANK_VIEW_CARDMEMBER_PCI 

Additional data relating to credit union members’ card issuance for analytics around card management.  

VIEW_CARDTXN_PCI - DNA_SNAPSHOT_OSIBANK_VIEW_CARDTXN_PCI 

Gives users the necessary PCI to manage their card portfolio and deliver excellent member experiences.

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Need Help or a Demo? 

Contact your Account Manager to see how these updates can boost your analytics strategy and member engagement.