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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 topics: You can configure teller deposit holds using Tool #849 Automated Holds Configuration. If a member deposits a check at an Xtend Shared Branch credit… Read more »
Two for Tuesday with CEO Geoff Johnson – 3/7/2023
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: 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 »
Video of the Week: Configuring Delinquency Notice Parameters
Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t Forget to Review Xtend’s 2023 Call to Nominations Materials
One of the greatest assets Xtend has to offer is that the people who lead our CUSO are the same people who own it and participate in it as partners. Our Board of Directors consists of a diverse group of dedicated credit union CEOs that provide focused leadership, as each member has a vested interest… Read more »
Register for Part 4 of Our Webinar Series on BSA Exams Made Easy!
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam/Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease your… 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 »
Join AuditLink on March 14th to Learn About our Cooperative Approach to Vendor Management
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, March… 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 »
Announcing Beta Test Sites for the 23.05 Release!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 23.05 coming in May, the following credit unions were selected: Kellogg Community Credit Union Parkside Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from you for the next beta test!
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
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
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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