Share your ideas and join the discussion at our upcoming Xtend Shared Branching Roundtable! This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching. The Xtend Shared Branching Network is a unique in that it is fully governed by your peers…. Read more »
Take a look back at some important topics from the first half of March 2023: Conversations On Education: Learn All About Designing an Education Plan and Calendar! Learn All About 5300 Call Report Tools in CU*BASE February Owner’s View Monthly Recap Mobile 6 is Now Available! Meet AdvantageCIO – Part 2: Exercises for Success Join… Read more »
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: I am interested in using the 1Click Offers feature that allows me to make loan offers to members in online banking. I also hear that… Read more »
Has your credit union recently reviewed your current users in CU Publisher to ensure this information is up-to-date? If you need to add new users or remove old users from CU Publisher, click the button below to visit our online store and fill out a request. If you have any additional questions or concerns, contact… 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 »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… 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.
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
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 »
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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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
We have redesigned the cooperative campaigns for 2025, and you can get yours now! You can get the bundle of all 12 months or pick and choose which individual campaigns you would like – the choice is up to you. Click the link below to view our 2025 lineup! Learn More
