Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Two for Tuesday with CEO Geoff Johnson – 11/08/2022
2022 Year-End Bulletin: Don’t Delay – Tax Form Handling Instructions Due Next Week!
Don’t Miss the Deadline! Tax Form Handling Instructions are Due November 14th Make sure to complete your Tax Form Handling Instructions (Tool #916) before November 14! And don’t forget to 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 »
Video of the Week: Using the Rate Inquiry Tool to View Loan Rates
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 3,265 times! Play Video Check out our entire collection of video tutorials… Read more »
Don’t Forget: Key Dates for the BizLink 247 Rollout
Important dates relating to BizLink 247 are coming up soon! On Thursday, November 10th, Keegan Daniel and Kristian Daniel will be hosting a kick-off webinar for the redesigned BizLink 247 online banking for business. If you have not yet signed up, there is still time to do so! Click the button below to register for… Read more »
Register for Asterisk Intelligence Week at CU*Answers
Join the Asterisk Intelligence team for several educational events in December! Between Monday, December 5th and Wednesday, December 7th, we will be hosting on-site training. Then, on Thursday, December 8th, we will be hosting a series of webinars. During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »
A Note From the Help Desk: SonicWall Global Management System Maintenance
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS FortiPortal System Maintenance What Are We Doing? We will be performing an upgrade to FortiPortal version 7.0.2. Why Are We Doing This? We are performing this upgrade to ensure the continued reliable operation of the FortiPortal System. When Are We Doing This? This upgrade will be deployed on Tuesday,… Read more »
Pull Up a Seat for a Learning Café Session
Does your credit union use Payveris or iPay as your bill pay provider? We invite you to join Linda Stearns, Account Executive with SettleMINT EFT, for a discussion on the bill pay payment workflow. Linda will detail how bill pay payments go through processing, as well as how returned payments are processed. Click the button… Read more »
Register for Asterisk Intelligence Week at CU*Answers
Join the Asterisk Intelligence team for several educational events in December! Between Monday, December 5th and Wednesday, December 7th, we will be hosting on-site training. Then, on Thursday, December 8th, we will be hosting a series of webinars. During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »
Sign up for the 2023 Quarterly Contests
What are contests? CU*Answers Marketing Contests are run quarterly for two consecutive months and have a full electronic collateral package available. Each quarter CU*Answers provides one prize up to $500, giving your credit union a chance to have a winning member. You also have the option to purchase an exclusive prize on your own to… Read more »
Conversations On…
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
AFG integration
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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In Case You Missed It…
Take a look back at some important topics from the first half of December 2024! View Topics
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