Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the first session of the 2022 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version… Read more »
Wednesday, February 9 2:00 PM – 2:30 PM ET This Month’s Focus CU*Publisher Self-Service Options Join Kristian Daniel, VP of Mobile Technologies Group Sales & Service to learn more about how you can access Mobile Manager and CU Info to make your own credit union mobile app updates. During this session, you will learn all… 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!
Learn More
Take a look back at some important topics from the first half of November 2024! View Topics
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
