Performing a Cash Advance Transaction Need a quick way to show your staff how they can post a cash advance for a member 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!
We are pleased to announce that the much anticipated RDC auto-enrollment in credit union mobile apps is on its way this summer! Your credit union has been scheduled to receive this exciting new enhancement in the next few months. On your scheduled date we will pull in your existing daily limits and other settings from… Read more »
Check out recent programming changes in the May 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
To improve our client communication, experience, and overall service levels Xtend will be launching our new Client Support Portal via Zendesk. Xtend will migrate slowly in an effort to ensure our clients are best supported. Our bookkeeping team and clients began utilizing Zendesk for daily support at the end of April, and now Xtend is… Read more »
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
Tuesday, June 6 2:00 PM – 2:30 PM ET This Month’s Focus Available Information on the CU*Answers Website CU*Answers Management Services is a group of branded services whose leaders focus on addressing issues regarding users, operations, strategy, and development. These are the brands that add value for every CU*Answers client. Our value proposition focuses on… Read more »
SettleMINT EFT invites you to join us for a Conversation on Bill Pay/P2P! During our June session, we will host a Conversation on Understanding the Data. We will open up a discussion how you can utilize CU*BASE dashboards to gain insights into your Bill Pay and P2P solutions. Register today by clicking the button below… Read more »
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 »
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… 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!
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!
Learn More
