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 – 12/10/2024
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
CU*BASE Call Report Training, Presented by Earnings Edge
Join the Earnings Edge Accounting Services team for a review of the CU*BASE Call Report Toolkit! We’ll walk through the steps of creating a Call Report on CU*BASE, detailing the configuration of account codes, manually entering data, and creating/sending the file to the NCUA. We will offer tips for those who already use this tool… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, December 11th 2:00 PM – 2:30 PM ET This Month’s Focus Abnormal Activity Patterns During this month’s Education Express session, AJ Schalk will lead a discussion on Abnormal Activity Patterns, including ways that your credit union can identify and monitor high-risk activity. This event will provide an overview of the services that AuditLink offers,… Read more »
Don’t Forget to Make Your 2025 MACO Decisions!
As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
Facing Fraud Concerns this Holiday Season? Tips & Recommendations from CU*Answers
As the holiday season approaches, remember that fraudsters don’t take a break, and may attempt to take advantage of increased member activity. Don’t let your financial institution or your members fall victim to fraud attempts! We have many video resources available for review, which can help you to mitigate these risks. Some items we recommend you take into consideration:… Read more »
CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a webinar where we will explore the work… Read more »
Join Us for a Conversation on Online Member Experience!
The Internet Retailer Support Center invites you to join us for a Conversation on Online Member Experience! During our upcoming session, we’ll host a discussion on the ways that credit unions can contact their members via online banking and the mobile app – this will include a look at CU Publisher features, Mobile App features, CU*BASE… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Are You Doing Your Imaging Due Diligence?
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? We strongly recommend that you review the PDF for Performing Due Diligence on Your Images and make sure that your credit union is minimizing its risks. Click the button below to view the PDF! Learn More
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
Be a Part of the Conversation on Education! Join Our Mailing List
Designed especially for credit union education coordinators and trainers, the Conversations on Education series explores topics such as designing education plans, best practices for training new employees and keeping existing employee skills up to date, and how to take advantage of all resources available to better understand products and services. Learn more by clicking the button below! Learn More
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