Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Do you have new or existing employees who would like to begin receiving communications from CU*Answers? Below is a helpful guide to the emails that CU*Answers regularly sends out. Client News and Alerts – what is the difference? Client News emails are fully-designed emails that include a banner image and body text. Client News emails… Read more »
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read more »
ATTENTION STATEMENT PROCESSING CONTACT Your statement vendor was recently notified of statement changes coming soon. This announcement, which detailed changes that will impact regular and credit card member statements, was delivered on March 7th. A sample of this notification was attached to an email that was sent to your credit union, in the event that… 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 »
The SSAE18 SOC audit has become one of the most popular and important ways for critical vendors to provide assurance to their controls and ensure the safety of member data. Join AuditLink for an upcoming educational webinar as we explore the nuances of SSAE SOC audits. During this session, Matthew VanderHulst will walk through the… Read more »
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. … Read more »
Have You Taken Advantage of these Features in Mobile Manager? Your credit union can upload banners to market new loan promotions. Members can then click on these banners to begin the application process! Want to promote new products like PayAnyone* or Bill Pay? Add banners or ads on the home screen menu. Have an event… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Attention Payveris Bill Pay Credit Unions Paymentus has informed us that they will be implementing a price increase for clients using Payveris bill pay and P2P products. All Payveris products and services will see a 3% price increase, effective July 1st, 2023. Attached to the associated email is a document which details the updated pricing… Read more »
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
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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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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