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Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
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 »
Let Members Personalize Accounts and Give Them Access to New Features with Mobile 5.0! Did you know? Mobile 5.0 give members the option to personalize their accounts while also giving them access to a reinvigorated navigation, a new accounts dashboard, a new RDC process and much more! For additional details, click here to view our… Read more »
The FFIEC and CFPB are urging credit unions to identify and monitor high-risk activity amongst their member base. The transaction pattern option within the Abnormal Activity Monitoring CU*BASE tool was designed to assist credit unions with meeting that requirement. These patterns need to be configured specific to your credit union, as each credit union has… Read more »
As of this morning, January 4th, we have implemented a change which added a GL clearing account for each credit union in the CU*Answers network. The general ledger that has been added is 870.66 and has been designated for ITM Processing Suspense. This GL account is a standard suspense account used by CU*BASE for clearing… Read more »
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.
Editing a Membership Application Need a quick way to show your staff how they can use CU*BASE to edit a membership application that was submitted online? Refer them to this video, which has been viewed 419 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
New to Mobile App 5.0? Need some new banners for your new Mobile App? The CU*Answers marketing team has created 5 banners to start your app off right! For the low price of $250 you will receive 5 predesigned banners featuring: Welcome to our mobile app Card Control eStatements Financial Navigation Thank you for being… Read more »
Looking to remove any inactive PASS users/staff who are no longer employed with your credit union, or looking to add new users who may be missing from your current list? Did you know that your credit union can add and delete PASS users all on your own? It’s easy – your credit union only needs… Read more »
MemberPass is a great way to verify members that have cell phones during your member support calls.
Give your credit union full confidence that you are speaking to the right person.
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You can find the 2024 Cooperative Campaigns online now by going to the CU*Answers Marketing Store. Place your order today! Order Now
Take a look back at some important topics from the last half of June 2024! View Topics
