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Smarter Data.

Better Decisions.

Stronger Credit Unions.

Let’s Connect!
Get Lodestar Edge

Turn Your Data into a Strategic Advantage

Managing and leveraging data shouldn’t be overwhelming—it should be a competitive edge. At Lodestar Technologies, we provide credit unions and banks with powerful data analytics, reporting, and governance solutions that simplify complex information and turn it into actionable insights. Our platform helps you harness the full potential of your data, enabling smarter decision-making, improved member experiences, and increased operational efficiency. Whether you need better reporting, stronger data governance, or AI-driven analytics, Lodestar gives you the tools to take control.

Unlock the power of your data—let’s get started.

Lodestar Data Screen
100% Expected ROI over a 5-year period
$2.5M Saved from operational efficiency gains over a 5-year period
480 Hours Saved in Campaign Reporting Yearly
Overview

The Lodestar Platform

Full of business intelligence applications, the Lodestar data platform offers interactive dashboards for monitoring business events, mining data, analyzing statistics, executing queries, generating reports and more. With Edge, our clients benefit from proactive product enhancements designed to enhance functionality, deepen the value of data, and ease use.

Client Success Manager Like a client concierge, your dedicated Client Success Manager will serve as your strategic resource, provide guidance, answer questions, and more.  
Built-In Monthly Support Enjoy up to four hours of basic support at no charge each month for things like asking questions, running simple reports, creating dashboards and more.  
Analytics Strategy Workshop & Roadmap This two-hour virtual session helps key stakeholders learn the power of the Lodestar platform. After the session, you’ll receive a personalized roadmap for both quick wins and long-term transformation.  
Group SQL Training Sessions For Edge clients who write reports using SQL code, Lodestar will lead group training sessions at no charge.  
Annual Refresher Training Personalized training sessions are designed around your team’s needs to help them navigate and make the most of Lodestar.  
PROACTIVE PRODUCT ROADMAP Enjoy a seamless experience with self-service options, external data integration, streamlined access, modern interface, and flexible household management.  
Do More

Edge in Action

Lodestar edge shines in its ability to help financial institutions do more throughout the organization. Some of our most notable use cases include:
edge

Sales & Marketing

  • Campaign Tracking – Measure results and member responses
  • Connecting Employees to Marketing – Guide member engagement
  • Outbound Calling – Create opportunities with customized dashboards 
  • Member 360-Degree View – Identify and address relationship gaps

Engagement

  • Product Adoption – See member usage, growth rate and more
  • Complaint Management – Ensure consistent and thorough follow-up
  • Member Surveys – Gain insights for member wants and needs

Lending

  • Pipeline Reporting – View volumes throughout the application process, measure pull-through rates and more
  • Loan Application Nurturing – Boost pull-through rate to increase revenue
  • Title Management – Create reports for missing titles and more
  • Probability of Delinquency – Proactively engage before delinquency

Accounting & Finance

  • Overdraft Management – Automate the pay/no pay decision
  • Fee Refund Requests & Reporting – Gain insights and ensure a smooth experience

Operational Efficiency

  • Data Quality – Ensure output is accurate and effective
  • Mergers & Acquisitions – Integrate and test data throughout the process
  • Workflow Management – Streamline repetitive processes

Risk & Compliance

  • Robust Audit Trails – Ensure tracking of all system activities
  • Single Source of Truth – Eliminate mismatching data, missed risks and more

Technical

  • Improved Purge Strategy – Lengthen retention periods while keeping production sources lean when you bring all of your data into the Lodestar data warehouse
Partner with Lodestar

The Power of Partnership

Perhaps the greatest benefit of becoming an Edge client is that it connects you to a trusted team of industry data, support, development, and leadership experts. For more than 15 years, our veteran team has been delving deeper into data, going beyond industry norms to ensure our clients get more out of their data. Our top-tier, fully integrated data warehouse, full-service analytics platform and stellar support. We remove the complexity of data to enable you to concentrate on building your business, reducing inefficiencies, and enhancing your bottom line.

Reach out to learn more about Lodestar Edge, discover even more specialized use cases, and schedule a demo and consultation for your organization.

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