🖥️New Dashboards and Transaction
Enrichment Enhancements
A brand-new dashboard is here for credit unions with Digital Banking data integrated into the Rise Analytics Platform
New Dashboards & Enhancements
Transaction Enrichment Enhancements
🖥️Drill-through Enabled!
🏢Executive Summary Dashboard - Big Picture, Bigger Impact
✨New Dashboard - Executive Financial Summary
✨Trending - All History ✨Trending - Last 13 Months
✨Compare KPIs
✨New Dashboard - Loan Origination Report
✨New Application & Decision Date Toggle Added to Loan Origination Dashboard
✨New Source System Code Filter Added to All Dashboards
Transaction Enrichment - Transaction Enriched AI Enhancements
✨Spending Categories Now Added to Transaction Enriched AI
The following Spending Categories are leveraged when grouping the transactions:
- Education
- Entertainment & Recreation
- Financial Services
- Gaming & Betting
- Gas & Automotive
- Government & Taxes
- Groceries & Food
- Healthcare & Medical
- Home & Garden
- Memberships & Subscriptions
- Non-Profit & Donation
- Personal Care & Services
- Real Estate & Housing
- Retail & Shopping
- Technology & Electronics
- Travel & Transportation
- Unknown
- Utilities & Bills
✨Payroll Transaction Flags Added to Transaction Enriched AI
Identifying where a credit union member is employed is critical for knowing your members more deeply. It is also an important part of many credit union programs (i.e. deposit account bonuses for switching payroll to the credit union). Through the power of Transaction Enriched AI, credit unions are now able to track whether each transaction is part of a member's payroll. The following dashboards have been updated to include the Payroll Transaction Flag:
✨Merchant Relationships (Transaction Enriched AI)
✨Member Transactions (Transaction Enriched AI)
✨Member Channel (Transaction Enriched AI)
✨Drill-through to TRANSACTIONS Grid
Need Help or a Demo?
Contact your Account Manager to see how these updates can boost your analytics strategy and member engagement.