2025 Q1 Product Release Notes

Rise Analytics is expanding its suite of analytics tools to give executives and managers clearer visibility into lending operations, channel performance, and member behavior—all in one place!

Take Control of Key Settings 

Self-manage key configurations to reduce setup time, cut technical dependencies and ensure clean, aligned data from day one. Faster decisions, less waiting. 

Contact your Account Manager for access to Full Technical Details

Configuration UI in User Portal

Product Types

Transaction Types

Channels

Know What’s Working 

Track report engagement to spotlight the dashboards that drive value and identify underused ones. Focus resources where they make the biggest impact. 

Contact your Account Manager for access to Full Technical Details

Report Usage

Total Views by Report Name

Total Report Views Over Time

Total Users by Report Name

Total Report Users Over Time

Deeper Member Insights 

Map key transaction details into analytics for a sharper view of behavior, better targeting and quicker decisions – with fewer tech hurdles. 

Contact your Account Manager for access to Full Technical Details

Clean, Complete, Confident Data 

Improved Data Accuracy & Validation 

• New Validation Report makes it easy to confirm data is complete and correct. 

• Member ID Mapping Fix reduces classification errors from DNA. 

• Full Account Visibility from Keystone ensures all accounts are tracked. 

Smarter Handling of Delayed Data 

• Late-arriving data is now captured for more accurate reports. 

• Extended lookback window (30 days) ensures no account activity is missed. 

Reporting That Aligns with the Industry 

• ROA is now annualized in line with NCUA standards. 

• Branch & channel insights reflect real-time transaction dates. 

Contact your Account Manager for access to Full Technical Details

Transaction Type Code added to the Transaction Sub Type Configuration

 

Data Validation - Branch and Channel

Data Validation - Account Validation by Product

Executive Dashboard with Financials - ROA Calculation Updated

Branch/ Channel Transaction Analysis

More Accurate, Smarter Reporting 

New “Is Member” Filter 

Define and filter reports based on your own membership criteria, now available across major reports like Lending, Risk and Member Profile. 

Better Data Warehouse Integration 

• Duplicate transactions removed in XP2. 

• Improved rate mapping for accurate financial metrics. 

• Episys logic now aligns fees and interest correctly. 

Powered by Microsoft Fabric 

Power BI is now faster, smoother and more capable with the migration to Microsoft Fabric, giving execs quicker access to insights. 

Smarter Insights, Stronger Strategy 

• Faster data visualizations and drilldowns. 

• Sharper, more accurate KPIs. 

• More responsive decision-making across leadership. 

Improved Reporting Accuracy 

• Charge-off reports now show total amount, not just remaining balance. 

• Credit scores reflect original score at loan origination. 

These changes align with how execs actually evaluate performance. 

Contact your Account Manager for access to Full Technical Details

Member Configurator

Charge Off Amount

Account Original Credit Score

Advanced Loan Portfolio Analytics 

New Views in Loan Analysis 

• LTV Migration: See how risk shifts over time 

• CLTV by Loan Type: Assess risk by product 

• Real Estate CLTV: Zoom in on housing risk 

Stay ahead of compliance, manage risk with confidence. 

Contact your Account Manager for access to Full Technical Details

LTV Migration

CLTV Loan Type

Real Estate CLTV

Predictive Tools for Proactive Growth 

• New AI Model for Member Acquisition (Early Access). 

• Helps you attract high-engagement members and boost retention. 

• Shape the future of analytics by participating early. 

Contact your Account Manager for access to Full Technical Details

New Model Available (Early Adopters Needed) - New Member Acquisition

Next Best Action, Now Clearer 

Recommended actions are easier to find and act on, right in the Member Profile. Know what to do next and move fast. 

Contact your Account Manager for access to Full Technical Details

Next Best Action

Next Best Action - Member Profile

Real Estate CLTV

Faster Member Search, Smarter Targeting 

• Expanded search fields for quicker member lookup 

• Retrained predictive models for better targeting and stronger campaign results 

Contact your Account Manager for access to Full Technical Details 

Launch Campaigns in Minutes 

New Balance Transfer Offer in HubSpot 

• Ready-to-launch workflows and triggers. 

• Targets current credit card holders. 

• Works with your existing Balance Transfer Kit. 

Get to market faster with less manual setup. 

Contact your Account Manager for access to Full Technical Details

For more 2025 platform release notes, contact your Rise Account Manager for more information.