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!
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 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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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.
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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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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.
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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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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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Simplifies loan data access and analysis across teams.
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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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Easily access and organize data from multiple sources to power smarter decisions.
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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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For better performance, API views are removed – contact your account manager for direct API access.
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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.
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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Contact your Account Manager to see how these updates can boost your analytics strategy and member engagement.