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 6,649 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*Answers University Week is coming October 3 – 7! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, October 3 9:30 AM – 11:00 AM ET Report Builder 1: Working with Computer-Stored Data for Reports and Inquiries Register for classroom session Register for… Read more »
CU*BASE GOLD Favorites – Part 6: Display Options Need a quick way to show your employees display options for favorites in CU*BASE GOLD? Refer them to this video, which has been viewed 1,317 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE 22.10 is coming soon – join one of our upcoming release training sessions! The 22.10 release of CU*BASE will be arriving on October 9th for Online and Site-Four clients, and on October 16th for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… Read more »
CU*BASE GOLD Favorites – Part 5: Making Favorites the Default Need a quick way to show your staff how they can set their favorites as the default toolset when logging into CU*BASE GOLD? Refer them to this video, which has been viewed 994 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
CU*BASE GOLD Favorites – Part 4: Deleting a Favorites Group Need a quick way to show your employees how they can delete groups of Favorite Tools in CU*BASE? Refer them to this video, which has been viewed 950 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
CU*BASE GOLD Favorites – Part 3: Creating a Favorites Group Need a quick way to show your staff how they can organize groups of Favorite Tools in CU*BASE? Refer them to this video, which has been viewed 1,013 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE GOLD Favorites – Part 2: Removing a Tool from Your Favorites List Need a quick way to show your staff how they can remove a tool from their Favorite Tools list in CU*BASE? Refer them to this video, which has been viewed 1,020 times! Play Video Check out our entire collection of video tutorials… Read more »
CU*BASE GOLD Favorites – Part 1: Saving a Tool as a Favorite Need a quick way to show your staff how they can save a tool as a favorite in CU*BASE? Refer them to this video, which has been viewed 6,788 times! Play Video Check out our entire collection of video tutorials in the Show Me… Read more »
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 »
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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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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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
