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.
You may also want to check out the press release section.
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.
Changing the Negative Balance Limit Need a quick way to show your staff how they can change the negative balance limit on a delinquent loan in CU*BASE? Refer them to this video, which has been viewed 892 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
ATTENTION SELF-PROCESSING CREDIT UNIONS We are reaching out to all of our Self-Processing credit unions to inform you that our IBM development teams need to build subsystems and users on your server. We will be building these subsystems on Monday, January 9th, 2023. The subsystems will then enter use beginning Tuesday, January 17th, 2023. The… Read more »
Do you work with CUSOs or other businesses that offer mortgage, commercial or consumer lending and need a comprehensive suite of account servicing tools? Register below for one of our webinars to get a high-level overview of the Servicer Edition platform and how it can benefit the business owners you serve! January 17th 3:00 PM… Read more »
Friday, January 27 2:30 PM – 3:00 PM ET This Month’s Focus Education Opportunities The mission of the Client Services and Education Team is to give assistance and training to our clients and staff in order to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients… Read more »
As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2022 edition of the Owner’s View Monthly Recap! December 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
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 »
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
MessagePay offers a quick and convenient method for members to make loan payments. With MessagePay, members can receive payment reminders via text message and subsequently pay towards their loan via their preferred mobile device. We invite you to join us in April for a demo of MessagePay! We will explore options available to your financial institution as well as your members. Learn More
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
MessagePay offers a quick and convenient method for members to make loan payments. With MessagePay, members can receive payment reminders via text message and subsequently pay towards their loan via their preferred mobile device. We invite you to join us in April for a demo of MessagePay! We will explore options available to your financial institution as well as your members. Learn More
Join us May 7th and 8th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Register Now
The next GOLD updates are currently scheduled for: