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

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs.  During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read more »

Mar 9, 2023

Statement Changes Coming Soon

Statement Changes Coming Soon

ATTENTION STATEMENT PROCESSING CONTACT Your statement vendor was recently notified of statement changes coming soon.  This announcement, which detailed changes that will impact regular and credit card member statements, was delivered on March 7th. A sample of this notification was attached to an email that was sent to your credit union, in the event that… Read more »

Mar 9, 2023

AuditLink Presents: How to Review SOC Reports

AuditLink Presents: How to Review SOC Reports

The SSAE18 SOC audit has become one of the most popular and important ways for critical vendors to provide assurance to their controls and ensure the safety of member data.  Join AuditLink for an upcoming educational webinar as we explore the nuances of SSAE SOC audits. During this session, Matthew VanderHulst will walk through the… Read more »

Mar 8, 2023