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!
It’s time to upgrade IBM iAccess (used for print sessions) to 1.1.9.2 – this update is required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. The updates will need to be applied to all of your CU*BASE workstations and must be completed by 1/31/2024. Your IT staff can… Read more »
2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
The 2024 Xtend Pricing Guide is now available! Take a look at our offerings for SRS Bookkeeping, Contact Center Services, Member Marketing & Communications, Data Analytics, and more. A copy of the 2024 Pricing Guide can be accessed via our website. We encourage our clients to review it in planning for the upcoming business year.
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
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 »
Ready to expand your loan portfolio? Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking! No application, no credit pull, and no underwriting. Members are identified based on credit union defined criteria. Acceptance of the offer is member-driven and… Read more »
Admins Get Enhancements! Starting today, CU Publisher Admins can now create new CU Publisher users for their team. Admins can even create other admins too! To access this new feature, simply log into CU Publisher and look for the purple Add User icon. Enter your team member’s information, CU Publisher access, and Admin privilege, and a… Read more »
What’s going on with ITM vendors? What interfaces are in production today and what’s being built? How do you get started? Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines! We want your input on… Read more »
Don’t forget: the 23.10 Release of CU*BASE was implemented on October 8th. 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 »
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
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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Take a look back at some important topics from the last half of December 2024! View Topics
