Plaid Integration Coming Soon! Opt-Out Available Until 9/1/23

As announced at Leadership 2023, CU*Answers has completed an integration with Plaid, a service that connects user financial data with a variety of apps using a background data aggregation process. This integration allows member data to be made available within certain apps if a member chooses to link their credit union account. Learn more about the Plaid integration in the Kitchen.

Once live, this integration applies to all credit unions on our network unless an opt out is requested. If your credit union would like to opt out of the Plaid services integration, please review the opt out form and submit a completed copy no later than Friday, September 1st.

Remember: your credit union is automatically opted in for this service, unless an opt out form is received – you do not have to return this form unless you are electing to opt out.

Join AuditLink on July 16th to Learn About our Cooperative Approach to Vendor Management

Join AuditLink on July 16th to Learn About our Cooperative Approach to Vendor Management

This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms.  This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, July… Read more »

Jul 2, 2024

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Jul 2, 2024

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

Education Around the Corner – Keeping You Informed of the Latest Webinars and Events

As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner.  Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »

Jul 2, 2024

Prevent Fraud with Positive Pay for Your Business Members

Prevent Fraud with Positive Pay for Your Business Members

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 »

Jul 1, 2024

CU Info Offers a Convenient Way to Update Your Credit Union’s Information!

CU Info Offers a Convenient Way to Update Your Credit Union’s Information!

CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly?  No more waiting or emailing thanks to CU Info, powered by CU*Publisher.  With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… Read more »

Jul 1, 2024