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.
AuditLink Invites You to Join a Conversation on Fraud!
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. … Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 24.05 Release of CU*BASE was implemented on May 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 »
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 »
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
Join Us for a Conversation On Bill Pay/P2P: Marketing to Your Members
SettleMINT EFT invites you to join us for a Conversation on Bill Pay/P2P! During our upcoming session, we will engage in a conversation about marketing to your members – this session will be hosted in collaboration with Xtend, as we explore options available through Bill Pay and P2P platforms. Register today by clicking the button… Read more »
Take Advantage of a FREE Query: Reverse Look-Ups for Unique Member ID
On May 21st, a project was implemented for a new cross-reference table which generates a Unique Membership Identifier (UMI) and stores this value in a database file. The cross-reference ID is generated based on account number and allows for ease of use for special reporting (query), as well as custom programs/third parties. For more details… Read more »
Pull Up a Seat for a Learning Café Session
This month’s Learning Café session will be hosted by Kyle Karnes, Imaging Solutions Manager. Join Kyle for a chat on Imaging initiatives, including what is currently being worked on and what’s coming in the near future! Topics discussed will include: Native Receipts CU*Forms Print Session Replacement Click the button below to register for this event!… Read more »
Have You Signed Up for the Q3 and Q4 CU*Answers Quarterly Contests?
CU*Answers Quarterly Contests Have you signed up for the CU*Answers Quarterly Contests? Our Quarterly Contests are FREE to participate in, with the option to purchase the prize and guarantee a winner from your Credit Union. There is still time to sign up for Q3 and Q4 and give your members the opportunity to win fun… Read more »
Lender*VP Presents 1Click Unfunded – Arriving 6/10/24!
1Click Unfunded is a new type of 1Click offer that allows your credit union to present pre-approved secured loan offers to members – still via online and mobile banking, but without immediate funding and loan creation! Instead of automatically opening the loan account and disbursing the funds, when your member accepts the offer, a pre-approval… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Check out the link below for a spotlight on the recently-updated CU*BASE Daily Reports booklet. Reference Guides Have… Read 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
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
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
Contact Us!
