2025 Quarter Three & Quarter Four Release Notes

What's New:
The Digital Banking dashboard empowers credit unions to:

• Spot trends and activity patterns in Digital Banking
• Analyze platform adoption and member engagement
• Tailor marketing based on device preferences
• Track usage to optimize digital experiences 

A button named "Digital Banking Details" has been added to the top of the Digital Banking report that allows users to drill-through to the Digital Banking Session Details.

Once the user clicks on the "Digital Banking Details" button, they are able to analyze detailed information on every Digital Banking session performed by members.

What's New:

• Analyze session data down to each individual login session.
• Export a list of every session based on the filters and selection criteria of the user.
• Personalize member interactions by analyzing patterns within specific types of sessions. 

Get a high-level view of your credit union's performance with the new Executive Summary dashboard.

What's New:

• Drive credit union performance over time and advance toward goals.
• Assess deposit growth and ensue liquidity.
• Track member growth to meet credit union growth goals.
• Focus on loan growth to continue to build the credit union's mission of lending to members.
• Monitor delinquencies and spot concerns.

Analyze and view your entire performance on one dashboard.

Analyze KPI's within Executive Financial Summary for the entire history of the KPI within your data

Analyze KPI's also from the last 13 Months

Comparing KPIs over time empowers credit union leaders to use data-driven decision making to guide their credit union. 

🔎What's New: 
A brand-new dashboard is now available to all clients that are subscribed to the Financial Ancillary. Clients are able to load data into a GL template via the Source Agnostic method or connect their Fiserv Prologue data via the Prologue DW Integration to the Rise Analytics platform. 

Credit Unions are now able to quickly validate the reconciliation of the data within their Loan Origination domain within the Rise Data Analytics Platform.

🔎What's New: 
The new dashboard gives users deeper trust in their loan origination data. Similar to the Data Validation dashboard used for the cores, the Loan Origination Data Validation dashboard is a valuable part of the adoption of the loan origination domain within the Rise Analytics User Portal. 

Users are able to toggle between Application Date and Decision Date to drive the dashboard. 

🔎What's New: 
Previously, the loan origination dashboards were only based on the Decision Process Date and displayed a pipeline view only. Bases on user feedback, the dashboards were enhanced to leverage the Application Date or Decision Date of the loan applications. 

Knowing the source of data within reports is essential when communicating insights to stakeholders, we have added Source System Code to all Data Warehouse reports.

🔎What's New: 
Source System Code is added to the filters of all Data Warehouse Reports (except Loan Origination).

Quick unlock insights with a high-level category for your members' spending.

Credit unions are able to locate where credit union members work based on their transactions. Isolating specific categories of spending (or in this case payroll) empowers credit unions to better segment their members for an excellent experience.

Users can also analyze each ACH to determine whether they are payroll.

Users are able to analyze each channel for how payroll transactions are flowing into the credit union from the members' payroll.

Drill-through displays every payroll transaction. The user can analyze and export transaction-level data.

🔎What's New: 
Transaction Enriched AI subscribers will have an updated version of all three dashboards that will include a filter for Payroll Transaction Flag. The updated filter on the dashboards, along with a filter and new column on the underlying TRANSACTIONS grid, gives credit unions the power to deep dive into all the payroll transactions flowing into the credit union. 

Click the link below for full release notes including Participation Loans Data Elements Added to Platform, New Member Assigned to Branch Configuration Compatibility, and more.