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 »
AuditLink Invites You to Join a Conversation on Fraud!
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?
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
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 »
A Note from SettleMINT: Price Increase for Payveris Products and Services, Plus Transaction Rate Increase
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 »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: You can configure teller deposit holds using Tool #849 Automated Holds Configuration. If a member deposits a check at an Xtend Shared Branch credit… Read more »
Two for Tuesday with CEO Geoff Johnson – 3/7/2023
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.
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Video of the Week: Configuring Delinquency Notice Parameters
Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t Forget to Review Xtend’s 2023 Call to Nominations Materials
One of the greatest assets Xtend has to offer is that the people who lead our CUSO are the same people who own it and participate in it as partners. Our Board of Directors consists of a diverse group of dedicated credit union CEOs that provide focused leadership, as each member has a vested interest… Read more »