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 – 03/22/2022
Video of the Week: Using the Rate Estimator Tool
Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union. Need a quick way to show staff how they can use the Rate Estimator tool? Refer them to this… Read more »
Register for Asterisk Intelligence Week at CU*Answers
Join the Asterisk Intelligence team for several educational events in April! Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training. Then, on Thursday, April 28th, 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 »
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 »
Abnormal Activity Monitoring for Transaction Patterns – Using The Tools You Own to Mitigate Risk
The FFIEC and CFPB are urging credit unions to identify and monitor high-risk activity amongst their member base. The transaction pattern option within the Abnormal Activity Monitoring CU*BASE tool was designed to assist credit unions with meeting that requirement. These patterns need to be configured specific to your credit union, as each credit union has… Read more »
Meet AdvantageCIO: Cooperative Resources for Strengthening Your Cyber Resilience
Cybersecurity is a leading concern for CEOs and technology teams responsible for safeguarding sensitive member data. The landscape of the financial services industry is constantly changing, and new threats are emerging that can lead to the potential disruption of business operations, harm to your credit union’s reputation, and financial risk. Join AdvantageCIO’s senior consultants as… Read more »
Join AuditLink on March 29th to Learn About our Cooperative Approach to Vendor Management
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, March… 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. This 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 »
An Update from CU*Answers on Significant Call Report Changes Coming in March
For those of you who work on your credit union’s 5300 Call Report, we want to be sure you are aware of the changes that the NCUA is implementing for the March 2022 cycle. The NCUA first hinted of significant Call Report changes back in late 2018 as part of their modernization efforts, but had… Read more »
Register for Asterisk Intelligence Week at CU*Answers
Join the Asterisk Intelligence team for several educational events in April! Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training. Then, on Thursday, April 28th, 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 »
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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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!
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