Client News provides the information you need to stay current with what’s happening.
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Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/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 »
Video of the Week: CU*BASE GOLD Favorites – Part 6: Display Options
CU*BASE GOLD Favorites – Part 6: Display Options Need a quick way to show your employees display options for favorites in CU*BASE GOLD? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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 »
An Update on Attendance Capacity for the 2023 Leadership Conference
The 2023 Leadership Conference is fast approaching! We are thrilled to see so many attendees registered for this year’s event. Event attendance has reached capacity – as such, we are no longer accepting new registrations for the Leadership Conference. If you previously registered for the 2023 Leadership Conference but are no longer able to attend,… Read more »
Two for Tuesday with CEO Geoff Johnson – 5/30/2023
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.
Facing Fraud Concerns this Summer? We can Help!
Whether members are planning home improvement projects or have travel plans for the summer, remember that fraudsters don’t take a holiday and may attempt to take advantage of increased member activity. Don’t let your financial institution or your members fall victim to fraud attempts! We have many video resources available for review, which can help… Read more »
Check Out the May 2023 Edition of the Innovation Center Newsletter!
The May 2023 edition of Innovation in Vegas: A Quarterly Update is here! Check out this latest edition of the Innovation Center newsletter for a look at some hot topics relating to the Las Vegas office, including recent renovations to the Innovation Center, positions we plan to fill in the near future, an Education Express… 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 »
Join Us for a Conversation on Bill Pay/P2P: Understanding the Data
SettleMINT EFT invites you to join us for a Conversation on Bill Pay/P2P! During our June session, we will host a Conversation on Understanding the Data. We will open up a discussion how you can utilize CU*BASE dashboards to gain insights into your Bill Pay and P2P solutions. Register today by clicking the button below… Read more »
Conversations On Education: Exercises for Success – Member Services
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 »
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
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
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
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