Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and keep on track with your Month End Processing Tasks. Self-Processing Credit Unions: confirm tax form archival instructions by completing the Tax Forms Archival Instructions… Read more »
Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video, which has been viewed 3,246 times! Play Video Check out our entire collection of video… Read more »
Using the Rate Inquiry Tool to View Certificate Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for certificate products? Refer them to this video, which has been viewed 3,299 times! Play Video Check out our entire collection of video tutorials… Read more »
Searching for Closed Accounts via Inquiry Need a quick way to show your staff how they can search for closed member accounts using the CU*BASE Inquiry tool? Refer them to this video, which has been viewed 393 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Year-End Guides are Now Available! The 2022 Year-End Processing Guides are now available online! In case you missed our earlier announcement, this year we are opting for an all-digital approach, meaning that we will not be mailing printed copies of the guide to your credit union. This change will allow us to keep the most… Read more »
Searching for an Account via Inquiry Need a quick way to show your staff how they can search for open accounts using the CU*BASE Inquiry tool? Refer them to this video, which has been viewed 10,095 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 9th. We will be posting any/all issues related to the 22.10 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the September 2022 edition of the Owner’s View Monthly Recap! September 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 6,631 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
Learn More
Take a look back at some important topics from the first half of November 2024! View Topics
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
