Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Meet the Newest Member of Our Family – Servicer Edition!
Do you work with CUSOs or other businesses that offer mortgage, commercial or consumer lending and need a comprehensive suite of account servicing tools? Register below for one of our webinars to get a high-level overview of the Servicer Edition platform and how it can benefit the business owners you serve! Tuesday, September 19th 3:00… Read more »
August Owner’s View Monthly Recap
Check out recent programming changes in the August 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Two for Tuesday with CEO Geoff Johnson – 9/5/2023
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.
Reminder: The Next HA Rollover is Coming September 17th – We Need You to Perform a Connectivity Test!
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center in Kentwood, MI to our high-availability (HA) data center in Yankton, SD. The next HA rollover is scheduled for Sunday, September 17th. The rollover is scheduled to begin at 2:00 AM ET on Sunday, September 17th with the rollback… Read more »
Join Us for CEO Strategies Week 2023!
Mark your calendars for CEO Strategies Week 2023! This year’s event will take place November 7th and 8th at the Sheraton Grand Rapids Airport in Grand Rapids, Michigan. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming… Read more »
Video of the Week: Selecting a File When Using Report Builder
Selecting a File When Using Report Builder Need a quick way to show your staff how they can select a file using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Xtend Shared Branching Contacts & Forms Have Moved!
Xtend Shared Branching forms have a new home! All forms and Xtend Shared Branching Policies and Procedures are now found on the CU*BASE Alerts page. Forms on alerts page: Contact information for Xtend Shared Branching locations Large dollar value form (YOU MUST SEND VIA SECURE CHANNEL) Teller Correction Form Check hold flow chart Dispute form… Read more »
Take a Look at the CU*Answers University Courses for February
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in February! Learn More
Building a Virtual Branch with a Human Touch
Join Glia and CU*Answers for an upcoming webinar – Building a Virtual Branch: Digital-First Interactions with the Human Touch. During this event, Glia will discuss their virtual branch solution, which combines the convenience of in-person banking with the efficiency of online services. Click the button below to learn more! Learn More
Learn About the New Credit Card Loan Application
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. If you’d like a closer look at the functionality of this new credit card application, we invite you to join Lender*VP and IRSC for one of our upcoming webinars. Click the button below to check out our upcoming sessions! Learn More
Contact Us!
