Working a Follow-Up
Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Working a Follow-Up
Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Is your credit union contemplating your options for managing board member elections? The Earnings Edge team is here to help. Our Election Management Services can help grow involvement from your members, and provide your credit union perspective on ways that you can design and manage election campaigns. Available options include: Consulting to determine whether your credit… Read more »
Attention CUaxis credit unions: between late April and early May, CU*Answers will be hosting a special series of educational courses, during which we will explore services and features available to your organization. These courses will be held between Monday, April 28th and Friday, May 2nd. We invite you to use the links below to register… Read more »
On Tuesday, April 29th at 7:00 AM ET, we will be implementing an updated online banking end-user license agreement (EULA) system, which will require all members to re-accept the agreement in order to log into online banking. What’s Changing with the EULA Update? Please note: the content of the EULA will NOT be changing with… Read more »
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 »
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
Is your credit union looking to review options and configurations for service charges in CU*BASE? Earnings Edge has solutions for you! Best Practices for CU*BASE Service Charges This offering includes a review of the options available for configuring a minimum balance service charge, an account service charge, or a transaction service charge through CU*BASE. We’ll… Read more »
Bring your members’ online banking to a whole new level with Layout 2 of It’s Me 247 Desktop – where innovation meets simplicity! Packed with cutting-edge features, Layout 2 offers intuitive tools to simplify, streamline, and supercharge how your members manage their finances. Here’s what makes it a game-changer: 🌟 List Widget Point members in… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… 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.
CU*Answers would like to introduce you to Strategic Income Solutions (SIS). Strategic Income Solutions invites you to learn about AI chat support for your credit union members! During this webinar, Strategic Income Solutions will discuss their robust AI chat solution and how it can provide 24/7 answers to your members’ frequently asked questions. This event… Read more »
More related in Category: **Home** Client News CU*Answers Or Tag: online self-processing
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. Learn More
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? We strongly recommend that you review the PDF for Performing Due Diligence on Your Images and make sure that your credit union is minimizing its risks. Click the button below to view the PDF! Learn More
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!
Learn More
The next GOLD updates are currently scheduled for: