As of March 24th, CU*Forms received an update that enhances the way you serve your members. With this update, your credit union now has the ability to: Search for members using account number, SSN, and full name. Add reference or signing documents outside of templates to CU*Forms for signing. Request a document at the same… Read more »
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 series of webinars on the dates… Read more »
Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2024 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 27th 8:30 AM ET… 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.
What’s going on with ITM vendors? What interfaces are in production today and what’s being built? How do you get started? Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines! Let’s chat about upcoming features,… Read more »
CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
The HA Rollback was successfully completed on Sunday, April 7th. This marks the conclusion of the March HA Rollover event. In the days ahead, we will be preparing a gap analysis report on the HA Rollover event, which will include details about the exercise, challenges observed, lessons learned, and recommendations for improving the process. An… Read more »
Register for the 2024 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March! Learn More
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
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
