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.
Join Us for the 2024 Conversations on Pricing Event!
Join us for the 2024 Conversations on Pricing event as we perform a 5-year study on the pricing models of our cooperative, outlining what we charge and why. The 2024 event marks our 20th anniversary hosting this event, proving that CU*Answers is walking the talk alongside our owners and partners. Participation represents a unique challenge… Read more »
There’s Still Time to Register for the 2024 CU*Answers Leadership Conference!
Register for the 2024 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »
Two for Tuesday with CEO Geoff Johnson – 05/14/2024
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.
Looking for Ways to Elevate Your Offerings within OLB? Check Out Layout 2!
Looking for New Ways to Elevate Your Offerings within OLB? Check Out Layout 2! Credit unions interested in elevating their offerings with an enhanced and feature-rich version of It’s Me 247 Desktop have the option to select It’s Me 247 Desktop: Layout 2 as an upgraded product with a monthly fee. It’s Me 247 Desktop… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry 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!
MemberPass Now Available – A Quick and Convenient Way to Verify Your Members!
Need a way to quickly verify your member during support calls? MemberPass is a new third-party authentication integration in CU*BASE that allows you to do just that! With MemberPass, you can simply click a button to send the member a text message, then the member can verify themselves on their phone, giving your credit union… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Join Lender*VP for Two Events as We Place the Spotlight on Underwriting Codes and Lending Reports!
Lender*VP recently hosted a Conversation on Loan Application Withdrawals, and we’ve received feedback from attendees interested in learning more about underwriting codes and loan reports. Based on this response, we have scheduled two follow-up events for May and June. We invite you to join us and learn more about these topics! Click the buttons below… Read more »
Conversations On Education – Encouraging a Teamwork Mentality with Your Staff
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Registration is Now Open for the 24.05 CU*BASE Strategic Release Management Sessions!
The 24.05 Release of CU*BASE is here, and we’ve scheduled several sessions for May and June to discuss enhancements and new features implemented with this latest release! We’ll help ensure that your credit union executives and managers are empowered to use the latest CU*BASE tools to create value for your members. We have 2 sessions… Read 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
10th Annual Conversations on Compliance Event
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. For more information and registration, please click the button below. 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
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