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.
Leadership 2023 Recap: SavvyMoney Tier II Integration
If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered! Today’s hot topic comes from Lender*VP! Our robust integration with SavvyMoney brings the financial tools and the VantageScores they utilize into It’s Me 247 desktop and mobile web banking. Tier… Read more »
A Reminder for Experian Clients: Update Your Password Every 90 Days
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following: Can a Dormancy Fee draw an account negative? Check here to learn more about this NEW topic! (KB 5330) Will our members receive a notice when they… Read more »
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 »
Two for Tuesday with CEO Geoff Johnson – 8/1/2023
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.
In Case You Missed It – Late July 2023
Take a look back at some important topics from the second half of July 2023: Leadership 2023 Recap: Instant Issue Cards Have You Heard About CU Info? Best Practices for Your Email Upkeep: Bounce Backs for Emails Sent via CU*BASE Strategic Shorts: Attaching Goals to Key Metrics Join Us for a Conversation on Plastics: Understanding… Read more »
Open Positions Available on Xtend Shared Branching Committee
As of July 2023, there are open positions available with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a cover letter to Kim Hall via email at kim@tricu.org, please include ‘Xtend SBC Resume’ in the subject line…. Read more »
Video of the Week: Selecting Columns When Using Report Builder
Selecting Columns When Using Report Builder Need a quick way to show your staff how to specify the columns they would like to have displayed when 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!
Best Practices for Your Email Upkeep: Member Addresses Flagged Incorrectly
Following the issues that were encountered with email delivery and bounce-backs in late April, we’ve made some changes at CU*Answers relating to how we handle emails and similar methods of communication. We have also gathered several AnswerBook topics that we want to share with clients, to better safeguard against delivery errors and bounce-backs. Is your… Read more »
Join the Developer’s Help Desk for a Conversation on Integrations!
Join us for a conversation on Integrations! Integrations provide your credit union the ability to work in sync with CU*Answers products effectively – including CU*BASE, It’s Me 247 online banking, mobile apps and more – which in turn, provides you with the opportunity to elevate productivity and enhance data consistency. Keeping abreast of current projects,… Read more »
Get the Most Out of CU*Forms
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Click the button below to register today. 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
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
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