Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »
Check Out the Many New Features Available in Mobile 5.0!
Check Out the Many New Features Available in Mobile 5.0! Mobile 5.0 is our biggest mobile app update! If you are currently using an older version of the Mobile App, we invite you check out several new features in Mobile 5.0 including: Master Navigation, helping your members get to the features they want as well… Read more »
The 22.05 CU*BASE Release Beta Pool Application Period is Now Open!
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
Help Us Shape the Future of Xpress Teller – Join Us for a Roundtable Discussion
Xpress Teller is the new, separate teller processing platform to CU*BASE, designed to be highly configurable and streamline the teller experience. Next month, we will be hosting a roundtable where we will discuss teller processing tools, internal procedures and CU*BASE processes. Additionally, we will provide a demonstration of current Xpress Teller features and will discuss… Read more »
Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally
We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse. Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s Tip: create rules for uploading and… Read more »
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Two for Tuesday with CEO Geoff Johnson – 02/22/2022
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.
Video of the Week: Viewing Transaction History via Inquiry
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 5,579 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Announcing the Winner of the Analytics Booth Deep Dive Week Giveaway!
During this week’s Deep Dive webinar series, the Analytics Booth team hosted a drawing for one lucky attendee to win a new iPad. We are pleased to announce the winner of this drawing: Edwina Suzuki of Hawaii Central Federal Credit Union Thank you to all who participated in the Analytics Booth Deep Dive Week events! … Read more »
In Case You Missed It – Early February 2022
Take a look back at some important topics from the first half of February 2022: Let Members Personalize Accounts and Give Them Access to New Features with Mobile 5.0! Abnormal Activity Monitoring for Transaction Patterns – Using The Tools You Own to Mitigate Risk How Do I Add or Remove CU*BASE Security Officers? 5 Quick… Read more »
In Case You Missed It…
Take a look back at some important topics from the first half of September 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
1Click Autopilot
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!
Learn More
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.10 Oct. 6, 2024 (Sunday)
- Self Processing CUs
- 24.10