Lodestar Edge
Advanced Data Analytics for Credit Unions and Banks
Unlock the full potential of your data with Lodestar Edge, the newest evolution of the Lodestar Platform. Designed specifically for credit unions and banks, Lodestar Edge delivers powerful business intelligence tools, proactive support, and data-driven strategies that help you grow smarter and faster.
The Lodestar Platform: Built for Financial Intelligence
At the heart of Lodestar Edge is our advanced data analytics platform for financial institutions. With interactive dashboards and integrated business intelligence applications, you gain full control over your data environment—without the complexity.
Key Capabilities:
- Monitor real-time business events
- Analyze statistics and trends
- Create customized dashboards and reports
- Execute advanced queries with SQL
- Visualize data with intuitive tools
- Automate workflows and insights

What’s New with Lodestar Edge?
With Lodestar Edge, your financial institution receives more than just software. You get a smarter, more strategic partnership that includes:
✅ Dedicated Client Success Manager
A true extension of your team, your Client Success Manager provides strategic support, answers technical questions, and helps you navigate the platform to meet your institution’s goals.

✅ Monthly Support Hours Included
Get up to 4 hours of built-in monthly support—perfect for:
- Running simple reports
- Building dashboards
- Data troubleshooting
- Getting general questions answered

✅ Analytics Strategy Workshop & Custom Roadmap
Jumpstart your data journey with a two-hour Analytics Strategy Workshop, where we’ll co-create a personalized roadmap that includes:
- Quick wins for immediate impact
- Long-term analytics strategies
- Custom goals and KPIs

✅ SQL Training for Financial Teams
Empower your analysts and report writers with group SQL training sessions tailored for credit unions and community banks—at no extra cost.

✅ Annual Refresher Training
Keep your team sharp with annual, customized training sessions focused on:
- New platform features
- Updated best practices
- Team-specific use cases

Why Lodestar?
We’re more than a data warehouse—we’re a data partner for credit unions and banks. Our platform combines:
- Business intelligence tools
- Financial data warehouse integration
- Custom workflows and automation
- Premium core system integrations
- Advanced analytics capabilities
Explore Lodestar Solutions
- Business Intelligence designed for Banks and Credit Unions
- Data Warehouse for Financial Institutions
- SQL Training & Analytics Support
- Data Strategy Roadmaps
- Workflow Automation