Client News provides the information you need to stay current with what’s happening.
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Check Out the Release Resource Companion for the 24.05 CU*BASE Release
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 24.05 – inside you will find several updated booklets related to the 24.05 Release including: Automated Non-Returns CU*Forms Interest Payment Only… Read more »
Check Out the Lender*VP University Courses for June!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of June, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Monday, June 17 9:30 AM – 11:00 AM ET… Read more »
Lender*VP and Xtend are Here to Help with Mortgage Servicing & Escrow Processing
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
Don’t Forget to Vote in the 2024 Xtend Elections!
ATTENTION XTEND STOCKHOLDERS Make sure your voice is heard! Vote Electronically for board elections May 1 – June 21, 2024! Don’t Forget to Cast Your Vote! If you have not yet had a chance to vote in Xtend’s 2024 elections, please visit https://xtendcuso.simplyvoting.com to complete the voting process. (If necessary, you can change your vote… Read more »
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 »
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 »
Have You Received Your SimplyVoting Ballot for the 2024 CU*Answers Elections?
ATTENTION CU*ANSWERS STOCKHOLDERS CU*Answers Stockholders: if you have not yet received an email ballot from SimplyVoting, we recommend that you check your spam folder and/or contact your credit union’s IT department to ensure this is nor being blocked by any filters. As a reminder, votes can still be submitted in-person at the 2024 CU*Answers Leadership… Read more »
Conference Materials Now Available: 9th Annual Conversations on Compliance Event
Conference materials from our 9th annual Conversations on Compliance event are now available for you to review/download! We appreciate the continued engagement and input from our network partners as we face new topics and emerging risks in the fields on auditing and compliance. Whether or not you were able to attend this year’s event in-person,… 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! Click on the links below for a deeper dive into each item, and don’t forget to… Read more »
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 »
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
Learn About the New Credit Card Loan Application
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. If you’d like a closer look at the functionality of this new credit card application, we invite you to join Lender*VP and IRSC for one of our upcoming webinars. Click the button below to check out our upcoming sessions! Learn More
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