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 – 02/06/2024
Video of the Week: Performing a Cash Advance Transaction
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!
A Note from SettleMINT: Billing for Paymentus Postage Adjustment
Attention Paymentus Bill Pay Credit Unions Over the past couple of years, there have been some pricing adjustments from Payments which were related to postage increases. These pricing increases were communicated to credit unions via earlier announcements. As those announcements stated, our plan was always to pass along these increases to your credit union, but… Read more »
Effective 2/1/24 for Paymentus Clients: Billing for Per Transaction Fees & Usage Fees
Attention Paymentus Bill Pay Credit Unions If your credit union offers P2P only with Paymentus, please note that in your contract, you were advised that you would be charged a per transaction fee along with monthly minimums that you would need to meet (aka usage fees). From the date that your credit union went live… Read more »
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
Join CU*Answers and SavvyMoney to Learn About Robust Credit Score Solutions that can Help Bolster Customer Relationships!
SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join our upcoming webinar! Use the button below to register today. Have questions? Reach out to us at lendervp@cuanswers.com. … Read more »
Don’t Forget to Register for Asterisk Intelligence Week
Join the Asterisk Intelligence team for several educational events in March! Between Monday, March 4th and Wednesday, March 6th, we will be hosting on-site training. Then, on Thursday, March 7th, 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 »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/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 »
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 last half of December 2024! View Topics
Take Advantage of the NEW 1Click Autopilot Program!
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
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