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Conversations On Education: Learn All About Designing an Education Plan and Calendar!
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group will discuss 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… Read more »
Register for Part 3 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… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Learn All About the Affordable Financing Options Offered by Auto Financial Group!
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… 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 topics: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… Read more »
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 »
Update to Cash Back Memos in Xpress Teller as of 2/7/23
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… Read more »
Two for Tuesday with CEO Geoff Johnson – 2/07/2023
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.
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Video of the Week: Posting a Payroll
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video, which has been viewed 509 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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
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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