Get in front of your members With the Cooperative Campaign, you have the option to enroll ahead of time for the entire 2023 year or you can sign up monthly and pick and choose which months you would like to participate in. Campaigns Include: Facebook Timeline Banner Instagram Timeline Banner Mobile App 5.0 & 6.0… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
Join us for a kickoff webinar as we discuss changes coming to BizLink 247 online banking for business! Hosted by Keegan Daniel and Kristian Daniel, this session will cover topics including: A demo of the redesigned BizLink 247 toolkit and a look at CU*BASE configurations An introduction to Biz Watch for ACH A review of… 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 »
Do you want to update your own mobile app content, including advertisements, button links, branch information and much more? Using CU Info and Mobile Manager is easy! Updates are immediate and your members will enjoy up to date information about credit union products, promotions, and the services you offer. Join Kristian Daniel, VP of MTG,… Read more »
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 »
Tax Form Handling Instructions Due November 14th Year-end is certainly a busy time; make it a successful start by completing your Tax Form Handling Instructions (Tool #916) before November 14, and 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 »
Each year, CU*Answers has an ACH Audit performed on its operations. In 2022, the ACH Audit was performed by AuditLink under the oversight of CU*Answers Internal Audit department. The 2022 ACH was successful, with no findings. The CU*Answers Board of Directors has reviewed and ratified the ACH Audit and Risk Assessment and approved the document… 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.
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
Take a look back at some important topics from the first half of December 2024! View Topics
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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