Selecting Columns When Using Report Builder
Need a quick way to show your staff how to specify the columns they would like to have displayed when using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 995 times!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Check out our latest video for a review of the CU*BASE Call Report Toolkit! If you missed the recent webinar hosted by Earnings Edge, a recording of this session is now available – this video includes a walkthrough of the steps for creating a Call Report on CU*BASE, the configuration of account codes, how to… Read more »
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! In this special edition of Documentation Digest, we’ll be focusing on CU*Forms, highlighting a booklet that details… Read more »
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.
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
As the months grow colder and the potential for winter storms increases, wouldn’t it be convenient to let your members know that specific branch locations will be closing? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS…. Read more »
Activate LoanPay Xpress Now in Online Banking/Mobile App! For credit unions who currently offer LoanPay Xpress through Magic Wrighter, you now have the option to activate this as a module through online banking and your credit union mobile app, allowing members to make payments via credit/debit cards to their qualifying loans. Ready to begin the… Read more »
We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on how CU*BASE can be used for relationship pricing, fee waivers, and analyzing data. Engage with your peers to learn how they are utilizing these features and explore the benefits these can provide to your credit… Read more »
Join Nicole Cooper, Manager of Cards and Payments, for this month’s Learning Café! Nicole will host a discussion on debit cards and will cover maintenance-related items including phone numbers, address changes, and more. Click the button below to register today! Friday, December 27 2:00 PM – 3:00 PM ET Register Today Don’t forget: CU*Answers… Read more »
CU*Answers University Week is coming January 27 – 30! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, January 27 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for classroom session 3:00 PM… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in January! Thursday, January 2 Internal Controls Best Practices 3:30 PM – 4:30 PM ET Register for Web Conference Monday, January 6… Read more »
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Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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Take a look back at some important topics from the first half of December 2024! View Topics
