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.
Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention. Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »
AuditLink as a service has been in business since May 2008. True to its commitment, AuditLink reduces the added work imposed by regulations and compliance. Factors inherent in changing regulations mandate continuous training and frequent exposure to compliance issues with applied auditor solutions. The forecast indicates greater focus in these areas, with stringent penalties for… Read more »
Want the latest info on card services, solutions, and updates delivered to your inbox? Sign up for the SettleMINT EFT newsletter! This quarterly newsletter will cover recent enhancements to card services, important policy updates, hot topics, and more. Click the button below to get started! Sign Up Today
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… 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 »
Let Members Personalize Accounts and Give Them Access to New Features with Mobile 5.0! Did you know? Mobile 5.0 give members the option to personalize their accounts while also giving them access to a reinvigorated navigation, a new accounts dashboard, a new RDC process and much more! For additional details, click here to view our… Read more »
The FFIEC and CFPB are urging credit unions to identify and monitor high-risk activity amongst their member base. The transaction pattern option within the Abnormal Activity Monitoring CU*BASE tool was designed to assist credit unions with meeting that requirement. These patterns need to be configured specific to your credit union, as each credit union has… Read more »
As of this morning, January 4th, we have implemented a change which added a GL clearing account for each credit union in the CU*Answers network. The general ledger that has been added is 870.66 and has been designated for ITM Processing Suspense. This GL account is a standard suspense account used by CU*BASE for clearing… Read more »
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.
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join our upcoming webinar this October! Register Today
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. We have several Education Around the Corner sessions planned for the 2024 calendar year – click the button below to sign up for one of our next upcoming event dates! Register Now
The next GOLD updates are currently scheduled for: