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 – 3/14/2023
Video of the Week: Working a Follow-Up
Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Two for Tuesday with CEO Geoff Johnson – 3/7/2023
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.
Video of the Week: Configuring Delinquency Notice Parameters
Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Two for Tuesday with CEO Geoff Johnson – 2/28/2023
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.
Video of the Week: Updating Share Draft Exceptions
Updating Share Draft Exceptions Need a quick way to show your staff how they can update a share draft exception in CU*BASE? Refer them to this video, which has been viewed 1,050 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Videos Now Available: Recent Events Hosted by Lender*VP
Four NEW videos are now available, based on events recently hosted by Lender*VP! If you missed our discussions on Contract Variable Rate Loans and Group Variable Rate Loans, video recordings of these webinars are available via the links below. Maintaining Contract Variable Rate Codes Maintaining Group Variable Rate Codes Savvy Money offers robust credit score… Read more »
Check Out the 12 NEW Videos for Report Builder!
We’re excited to share 12 NEW videos for Report Builder! We’re pleased to be able to share these as a resource for clients across the cuasterisk.com network. Take a look at these new video topics by clicking the links below! Report Builder (Query) 1 Part 1: Exploring Existing Reports & Dashboards Part 2: Report Builder… Read more »
Introducing 7 NEW Videos on Call Wrap-Up Codes – Great Resources for Teller Training!
We’re excited to debut 7 NEW videos focusing on Call Wrap-Up Codes in Phone Operator! These are tutorial videos which include annotations and arrows to help guide you through the process of learning all about Wrap-Up Codes. These videos can be a helpful resource to incorporate into your teller training! Click the links below to… Read more »
Conversations On…
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
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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In Case You Missed It…
Take a look back at some important topics from the first half of December 2024! View Topics
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