Client News provides the information you need to stay current with what’s happening.
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Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Two for Tuesday with CEO Geoff Johnson – 07/02/2024
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.
A Reminder for Experian Clients: Update Your Password Every 90 Days
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… 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 and account… Read more »
Arriving 7/2: Adjustment to ANR Automation Process – What You Need to Know
Tomorrow, July 2nd, we will be making an adjustment to the process for ANR automation, specifically related to how deactivation works when negative balance limits have been assigned manually. Currently if you assign the limit manually the system may not deactivate the member even if they meet your criteria for deactivation. This will now be… Read more »
Video of the Week: Creating a Loan Account
Creating a Loan Account Need a quick way to show your staff how they can create a loan account in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
CU Info Offers a Convenient Way to Update Your Credit Union’s Information!
CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly? No more waiting or emailing thanks to CU Info, powered by CU*Publisher. With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… Read more »
In Case You Missed It – Late June 2024
Take a look back at some important topics from the second half of June 2024: License Verification Tool is Now Available with MOP 3.0! CBX Updates: Custom Forms Projects Vehicle Valuation Price Increase Arriving in October Need to Update Your Contacts for CU Publisher or Mobile App Notifications? Tips from Lender*VP: Recommendations for Credit Unions… Read more »
Business Check Deposits Made Easy with CheckLogic Biz SSO
If your credit union has partnered with eDoc for their CheckLogic Biz offering and you have business members who use BizLink 247, your credit union can also offer business members a Single-Sign-On from BizLink 247 to the CheckLogic toolkit. With this solution, your business members can easily access the software to scan in checks for… Read 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
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
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