Client News provides the information you need to stay current with what’s happening.
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Conversations On Education: Exercises for Success – Lending
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Arriving in October: Price Increase to CU*BASE Custom Training Edition
Attention CU*Answers clients: effective October 1st, 2023, pricing for CU*BASE Custom Training Edition (CTE) will be increasing. The monthly cost will increase from $250.00 per month to $350.00 per month. These price increases will apply to any/all clients using CTE, including current subscribers. This is the first time we’ve adjusted prices since CTE was first… Read more »
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 »
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Two for Tuesday with CEO Geoff Johnson – 8/22/2023
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.
Have You Taken Advantage of these Features in Mobile Manager?
Have You Taken Advantage of these Features in Mobile Manager? Your credit union can upload banners to market new loan promotions. Members can then click on these banners to begin the application process! Want to promote new products like PayAnyone* or Bill Pay? Add banners or ads on the home screen menu. Have an event… Read more »
Take a Look at the CU*Answers University Courses for September!
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 September! Wednesday, September 6 3:30 PM – 4:30 PM ET Balancing Made Easy Register for web conference Thursday, September 7 10:00… Read more »
Video of the Week: Sorting Report Data Using Report Builder
Sorting Report Data Using Report Builder Need a quick way to show your staff how they can sort report data 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!
Activate LoanPay Xpress Now in Online Banking/Mobile App!
Activate LoanPay Xpress Now in Online Banking/Mobile App! For credit unions who currently offer LoanPay Xpress through Magic Wrighter, you now have the option to activate this as a module through online banking and your credit union mobile app, allowing members to make payments via credit/debit cards to their qualifying loans. Ready to begin the… Read more »
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… Read more »
How Do I Request Upload/Download Permissions for CU*BASE?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. 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
Upgrade to Mobile 7.0 to Start Using MFA Functionality Today
Is your credit union planning to activate multi-factor authentication (MFA)? Don’t forget that you will need to upgrade to Mobile 7.0! Mobile 7.0 also seamlessly enrolls your credit union in our Annual Update Process, guaranteeing that you remain current with all forthcoming annual updates. For more details on getting started with MFA, click the button below. Learn More
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