Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution. AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »
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 »
Join Stephanie Raven, Earnings Edge Account Executive, for this month’s Learning Café session! During this session, Stephanie will discuss how you can print different credit union checks through Xpress Teller, an alternate teller processing platform to CU*BASE and one that is designed to streamline and simplify the teller experience. To learn more about printing credit… Read more »
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 April! Tuesday, April 2 3:30 PM – 4:30 PM ET Member Connect: Building a Communication Network within CU*BASE Register for web conference… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Join Kasey Olchowski, Manager of Client Services and Education, for this month’s Learning Café session! The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data. The system creates files that can be reviewed online and will later be used for download to the examiner’s PC from a CU*BASE… Read more »
Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April. Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up
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… Read more »
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 March! Monday, March 4 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
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
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!
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With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
