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

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 »

Mar 16, 2023

In Case You Missed It – Early March 2023

In Case You Missed It – Early March 2023

Take a look back at some important topics from the first half of March 2023: Conversations On Education: Learn All About Designing an Education Plan and Calendar! Learn All About 5300 Call Report Tools in CU*BASE February Owner’s View Monthly Recap Mobile 6 is Now Available! Meet AdvantageCIO – Part 2: Exercises for Success Join… Read more »

Mar 15, 2023

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days

Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”.  This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »

Mar 14, 2023

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates?  During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »

Mar 13, 2023

Video of the Week: Working a Follow-Up

Video of the Week: Working a Follow-Up

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, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Mar 13, 2023