Julie Gessner, VP of Inside Sales and Marketplace Development for this month’s Learning Café session! If you missed the 2023 CU*Answers Leadership Conference, or if you would like a convenient way to review materials discussed at this year’s event, we’ve got you covered! Julie will explore highlights of this year’s Leadership Conference and will discuss… Read more »
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
SavvyMoney offers robust credit score solutions that empower you with digital personalization and real-time analytics, which can help you to strengthen and deepen your relationships with customers. If you’re interested in learning more, we invite you to join our upcoming webinar! Use the button below to register today. Have questions? Reach out to us at lendervp@cuanswers.com. … Read more »
Join us for a conversation on BSA (Bank Secrecy Act)! During this session, we will discuss how to utilize the run sheets that AuditLink provides, as well as how to monitor accounts. This event is a great opportunity for credit unions who already use AuditLink’s services to gain further insight into what AuditLink expects from… Read more »
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following: How many end-of-month (EOM) files does CU*BASE retain for online clients to access without assistance from operations? I use this especially with dashboards and reports. Check… 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 »
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center in Kentwood, MI to our high-availability (HA) data center in Yankton, SD. The next HA rollover is scheduled for Sunday, September 17th. The rollover is scheduled to begin at 2:00 AM ET on Sunday, September 17th with the rollback… 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 »
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Take a look back at some important topics from the last half of June 2024! View Topics
