Regional Training Events
Regional Training Events are gaining in popularity as a source of education and networking. While intended as a convenience for clients in a particular area of the country, these events are open to any CU*Answers clients.
Courses change each year, with the selections coming from requests by credit unions and current hot topics in the industry. Release training is often popular, as is software functionality related to compliance and operational effectiveness. When developing the curriculum we pack the agenda with content gauged to be most relevant and valuable.
Summary
This is a Free Event!
John Beauchamp, CU*Answers VP of Professional Services/Imaging Solutions Kristian Daniel, CU*Answers Internet Retailer Support Center (IRSC) Account Executive
IRSC Overview (9:00 - 9:30 AM) What are the goals of the IRSC? What can be accomplished by partnering your credit union with the IRSC? What exactly *IS* the IRSC? Come answer these questions and more with a discussion with the lead of the IRSC team, Kristian Daniel.
Mobile App 2.0 - RDC (Remote Deposit Capture) (9:30 AM – 10:30 AM) CU*Answers is in the RDC (Remote Deposit Capture) business with the development of CU*Answers Mobile App 2.0. Learn more about single sign-on, where members use their It's Me 247 login to gain access to Mobile Check Deposit, Mobile Banking, Transfer Money, and much more.
MAP/MOP - Applying for Membership Online (10:45 AM – 11:45 PM) Join Kristian Daniel as he explains MAP/MOP and how your credit union can get started with having members apply online.
Lunch, Courtesy of CU*Answers (11:45 - 12:15 PM)
eSign– Working with members remotely (12:15 - 1:45 PM) Come join John Beauchamp as he discusses why you NEED to have an initiative to address working with remote members and how eSigning is a key piece of that. Learn what eSign tools are available to you in the network to assist with your initiatives and how to get started.
My Virtual StrongBox (2:00 - 2:30 PM) Discover how you can easily send receipts and other documents to your members electronically – at no cost to your credit union!
Imaging Solution Best Practices (2:30 - 4:00PM) We’ll round the day out with John Beauchamp sharing best practices for your imaging solution. Whether you utilize our online (CU*Spy) or inHouse solution there are valuable considerations for you in this segment. He’ll discuss validating your data, business continuity, efficiencies through "Smart links", retention schedules and more!
Objectives
Objectives will include various changes to compliance regulations.
