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Join Us for a FREE Education Express Webinar!

During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for Year-End. Click the button below to register for this event! Register Now

Welcome to 2024 Year-End Processing! Check out the first Year-End bulletin and sign up for some training sessions this coming November. To register for an upcoming session and view more information on Year-End processes , please click the button below! We look forward to making year-end 2024 another successful team effort! Learn More

Join Us for a Collaborative Discussion on the ChatBot AI Platform

Join CU*Answers, Strategic Income Solutions and boost.ai for a 30-minute collaborative webinar! This upcoming session will offer a look at the AI ChatBot platform and the ways that it can save your organization time and money, as well as help to build a positive member experience. Click the button below to register today! Register Today

Two Credit Unions’ Perspectives on Implementing RTP®

Check out this webinar to hear from two credit unions using CU*BASE that implemented RTP® using Corporate One’s TPSP service offered through CU*Answers. Learn about their onboarding experiences, lessons learned and how they see immediate payments being used in their organization in the short and long term. To register, click the button below. Register Now

CUaxis Credit Unions: Join Us for a Review of CU*BASE Employee Security

Join us for a review of CU*BASE employee security, as we take a look at available options. This session is specifically designed for CUaxis credit unions, and is strongly recommended for any credit union staff needing to prepare for an IT audit. Click the button below to register today. Register Now

Learn All About the FUEL Decision Model

Lender*VP welcomes you to join our upcoming webinar on FUEL! This session will explore the FUEL automated decision model, with a look at what it does, how it works, and the steps required to get it set up. If you’ve been considering using FUEL or if you already use it, this is a great opportunity to ask questions to the Lender*VP team as well as fellow credit unions across the network! Register Now

Join Us for a Conversation on Deposit Operations & Member Service

We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on staying in touch with credit union members. The CU*BASE system, via its mail server infrastructure, handles millions of emails every year across the network, making it critical to ensure that all addresses are properly maintained… Read more »

Nov 12, 2024

Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these… Read more »

Nov 12, 2024

It’s Time to Make Your 2025 MACO Decisions!

As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… Read more »

Nov 12, 2024

Join Us for a FREE Education Express Webinar!

Thursday, November 14th 2:30 PM – 3:00 PM ET This Month’s Focus Year-End Tasks for November During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for… Read more »

Nov 12, 2024

Two for Tuesday with CEO Geoff Johnson – 11/12/2024

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.

Nov 11, 2024

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »

Nov 11, 2024

Join Us for a Conversation on CU*Forms and Native Receipts

Join CU*Answers Imaging Solutions for a Conversation on CU*Forms and Native Receipts! We want your input on these products, to continue making these successful for the future. We invite you to connect with your peers and see how they are using CU*Forms for their forms and processes. Build relationships, share ideas, and maybe even have a… Read more »

Nov 11, 2024

Updated Apple Developer Agreement for iOS Apps

If your credit union has not already done so, we need you to accept your latest Apple developer agreement. To complete this, please log in to your Apple developer account and work through the steps outlined within. This agreement must be accepted in order to update your mobile app on iOS. Below is a sample… Read more »

Nov 11, 2024

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »

Nov 11, 2024

2024 Year-End Bulletin #2: Your First Deadline

Welcome to 2024 Year-End Processing Bulletin #2: Your First Deadline These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 8, 2024 ONLINE CREDIT UNIONS You must review and update your Tax Form Handling Instructions (Tool #916) no later… Read more »

Nov 8, 2024

CU*Answers

Two for Tuesday

Join Us for a FREE Education Express Webinar!

Take a Look at the CU*Answers University Courses for November!

Sign Up for a Year-End Training Session – Guides Are Available!

Join Us for a Collaborative Discussion on the ChatBot AI Platform

Two Credit Unions’ Perspectives on Implementing RTP®

CUaxis Credit Unions: Join Us for a Review of CU*BASE Employee Security

Learn All About the FUEL Decision Model

Conversations On…

In Case You Missed It…

Take Advantage of the NEW 1Click Autopilot Program!

Join Us for a Conversation on Deposit Operations & Member Service

Check Out the New Resources Featured in this Edition of Documentation Digest!

It’s Time to Make Your 2025 MACO Decisions!

Join Us for a FREE Education Express Webinar!

Two for Tuesday with CEO Geoff Johnson – 11/12/2024

Recommendations from Lender*VP – Document Retention for Denied Applications

Join Us for a Conversation on CU*Forms and Native Receipts

Updated Apple Developer Agreement for iOS Apps

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

2024 Year-End Bulletin #2: Your First Deadline

Conversations On…

AFG integration

Take Advantage of the NEW 1Click Autopilot Program!

GOLD Updates

Popular Posts

Contact Us!

Two for Tuesday

Join Us for a FREE Education Express Webinar!

Take a Look at the CU*Answers University Courses for November!

Sign Up for a Year-End Training Session – Guides Are Available!

Join Us for a Collaborative Discussion on the ChatBot AI Platform

Two Credit Unions’ Perspectives on Implementing RTP®

CUaxis Credit Unions: Join Us for a Review of CU*BASE Employee Security

Learn All About the FUEL Decision Model

GOLD Updates

Popular Posts

Contact Us!

Popular Client News