Realized Dreams ... Still the place to be

Through the July edition of the CEO Tickler Newsletter, were you able to recall the topics discussed at the Leadership Conference? A few of those mentioned were highlighted . . . and now for the answers.

What is the completely new infrastructure and platform on the way?

Answer: ATM/Debit Card interface

Pause for a Cause, its original name, is a reality. Think everything plastics. Card based system, vendor certifications before use, standard screens and configurations, ability to move seamlessly from one vendor to another. These are just a few of the benefits of this project.

What CU*BASE menu imposes the mindset of an aggregator?

Answer: Know Your Members

Use MNMGMA to reveal your members and key groups they might fit into. Revisit page 15 of the conference handout for a list of ideas and coming enhancements. Know Your Members!

What CU*BASE database and program supports and simplifies a required report produced quarterly?

Answer: NCUA 5300 Call Report - Use CU*BASE menu MNMGMT - #28 NCUA 5300 Call Report Tools (or menu MN5300).

Check the kitchen: http://cuanswers.com/kitchen/5300.php or

Read the booklet: http://cuanswers.com/kitchen/5300CallReport.pdf

What loan product recently went through major renovation and is destined for more?

Answer: 360 Mortgages

Enhancements to loan servicing start here with: "Instant interest calculations" and pay ahead options. Choose your interest calculation date. Member decision documented in transaction history. Principal curtailments in one step. And more ..... follow us in the Kitchen. http://cuanswers.com/kitchen/

eStatements will morph into a new look and CU*SPY will be replaced; by?

Answer: eDOC Innovations

Electronic Document Strategies open a wide door to innovative waves of change for documentation. Get on board with these emerging products based on capabilities of eDOC services. Daily Reports, eStatements, Teller Receipts, Loan Forms, Scanned documents, Photo IDs, and this is just the beginning.

What is one good way to find answers to your questions about new major projects?

Answer: Get in to the Kitchen

There are many references to the Kitchen when we talk about development at CU*Answers. Major projects are announced and can be followed there. When you find yourself wondering about progress, check the Kitchen first: http://cuanswers.com/kitchen/

What's in your plan?

Answer: '-------------------------'

This one is yours. As 2010 approaches, you might feel like a kid with a kaleidoscope. Every turn of the cylinder presents a different opportunity. You take it from here. Set your goals, state your expectations, roll out your timeline, and just start.

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