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Client News & Updates

Reminder: Replacement ArchView CDs Coming Soon

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: This message applies only to credit unions that use ArchView CDs for archival of their account statements (credit card statements, mortgage statements, and regular member statements sent monthly, quarterly, semi-annually, or annually). Note that this issue only affects ArchView CDs containing account statements (see description above), not those containing reports, receipts, loan documents, or tax documents.

Clients with workstations that have Adobe Reader 11 or higher (or that don’t have Adobe Reader at all) are currently unable to access account statements (see description above) for 10/01/13 – 03/31/14 on their ArchView CDs. They are receiving the following error message: “Acrobat Reader required. Please install and try again.”

This is happening because the statement CDs were developed to always use Adobe Reader and these CDs are not compatible with the latest version of Adobe Reader, Version 11 or higher.

We have since updated ArchView so that all archival CDs will work with newer versions of Adobe Reader and if you don’t have Adobe Reader, a basic statement viewer contained on the CD will be used instead.

We will send you replacement CDs updated with the new version of ArchView by September 1. Please do not dispose of your old CDs until the new ones arrive.

In the meantime, you can access your account statements in CU*Spy, which stores statements for 18 months.

We thank you for your patience as we develop your replacement CDs and apologize for any inconvenience this issue may have caused.

July Tricks of the Trade Reminder

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t forget to log into the Tricks of the Trade webinar this afternoon!

The July Tricks of the Trade webinar will be held from 3:30-4 PM ET today!

Simply click here a few minutes before the webinar starts and enter this password: tricks.

During this interactive and engaging webinar, you’ll get an in-depth look at documentation disseminated at the 2014 Leadership Conference!

Don’t have time to attend? Send one of your colleagues in your place and have them report back to the team on their takeaways!

Have new team members? This is the perfect opportunity to help them add to their skill set!

 

See you there!

Reminder: Major Network Upgrade 8/3

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Reminder – Sunday, August 3rd, will be a big day for our network, with maintenance planned that will cause intermittent service interruptions for all services, including online and mobile banking. Read this announcement for complete details and start planning your member communications now!

FEP Is Sizzling Hot!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’re heating up your summer with FEP!

FEP is sizzling hot! It’s bringing account balances all the way up to a billion dollars to build the foundation for future growth of your credit union!

Have you taken these steps to get ready?

Step 1: Get Your Teams Ready

 Step 2: Get Your Queries Ready

The most visible impact FEP will have at your credit union will be the adjustments you’ll need to make to some of your custom Queries. Although the changes cannot be made until after the FEP release, you can start preparing for these adjustments now to make your life a lot easier after FEP arrives.

 Step 3: Get Your Vendors Ready

 

Learn More

MoneyDesktop FinTech Seminar Changed to Webinar

ATTENTION CREDIT UNIONS NOT USING MONEYDESKTOP: Due to popular demand, the on-site MoneyDesktop FinTech seminar has been changed to an online webinar so that all can attend. Don’t miss this! See how you can meet members’ demands by enhancing your digital-banking experience!

Together with MoneyDesktop, CU*Answers will be hosting a free webinar to discuss the latest FinTech innovation and what this means for your credit union. Join us for this FREE webinar on Wednesday, July 23rd at 10:30 AM EDT to learn more about MoneyDesktop and how you can stay relevant and competitive in a digital-banking world.

Attend to learn more about:

  • Industry trends related to PFM and how this affects your credit union
  • Managing members’ online and mobile expectations
  • Becoming the PFI with PFM
  • Increasing wallet share with MoneyDesktop’s new analytics and targeted marketing products, Insight and Target

 

Register today!

ATTENTION SELF-PROCESSING CREDIT UNIONS NOT ON FEP: CU*BASE GOLD Enhancements Arriving July 22

OFAC Batch Scans Will Now Scan FSE List

We are adding the capability to use the CU*BASE Data Match system to scan your membership against the Foreign Sanctions Evaders (FSE) list. As of this update, this change will only impact scans performed via the on-demand batch scan (OPER  #7 > #7-Run OFAC Data Match). The system will scan your membership twice, once for the SDN list and a second time for the FSE list, and will generate two reports to help identify which list any potential matches may appear on.

  • IMPORTANT:Since this is a new list, you must first download new Field Definition Files (*.FDF) from our website, and also change your procedures to start routinely downloading the FSE list from treasury.gov.Refer to the “Downloading OFAC File Lists” document for these instructions.

Directed Printing Based on Job Description

Currently when a Client Service Representative or any employee at CU*Answers, CU*South, CU*NorthWest, or Site-Four prints to an OUTQ, the report always prints to credit union DAILYxx OUTQ. When a report is accidentally printed, this can cost your credit union time and money as a potentially long report prints directly to a printer at your credit union.

This is changing with this update. Going forward the OUTQ to which people print will be determined by job description. Most data center employees, including Client Service Representatives, will print to the HOLDxx OUTQ. This will allow your credit union to view the report without printing it. Exceptions will be Operations and Xtend staff, who will still print directly to the DAILYxx OUTQ.

Notes Feature Deactivation

As part of this update, the Notes (F23) feature on the CU*BASE Timeout window (accessed by pressing the Escape key on any menu screen) will be deactivated. This feature allows you to record notes in CU*BASE and was added to CU*BASE back in the days when word processing was not easily available on a computer. From our analysis, this feature is no longer used. This change starts laying the groundwork for a complete revamp of the Timeout window. Watch for exciting news to come in future releases.

ATTENTION ONLINE CREDIT UNIONS: OFAC Scan Enhancement Coming 7/22

OFAC batch scans will now scan the FSE list! We are adding the capability to use the CU*BASE Data Match system to scan your membership against the Foreign Sanctions Evaders (FSE) list. As of this update, this change will only impact scans our Operations team runs for your credit union on a regularly scheduled basis. The system will scan your membership twice, once for the SDN list and a second time for the FSE list, and will generate two reports to help identify which list any potential matches may appear on. Future enhancements will include scanning the FSE list during single-name scans (for example, during account opening).

OFAC Scan Enhancement Coming 7/22

ATTENTION SELF-PROCESSING CREDIT UNIONS ON FEP: OFAC batch scans will now scan the FSE list!

We are adding the capability to use the CU*BASE Data Match system to scan your membership against the Foreign Sanctions Evaders (FSE) list. As of this update, this change will only impact scans performed via the on-demand batch scan (OPER  #7 > #7-Run OFAC Data Match). The system will scan your membership twice, once for the SDN list and a second time for the FSE list, and will generate two reports to help identify which list any potential matches may appear on.

  • IMPORTANT: Since this is a new list, you must first download new Field Definition Files (*.FDF) from our website and also change your procedures to start routinely downloading the FSE list from treasury.gov. Refer to the “Downloading OFAC File Lists” document for these instructions.

July Tricks Webinar

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Mark your calendar for the upcoming Tricks of the Trade webinar!

Scheduled for Tuesday, July 22 from 3:30-4:00 PM ET, the interactive and engaging July Tricks of the Trade webinar will give you an in-depth look at documentation disseminated at the 2014 Leadership Conference!

You can add this webinar to your calendar by clicking this calendar appointment.

Attending is easy! No registration is required for the drop-in webinar. Simply click here a few minutes before the webinar begins and enter this password: tricks.

To get an in-depth look at documentation discussed in the webinar as well as other documentation on related topics, check out the July Tricks of the Trade newsletter.

Click here to peruse previous Tricks of the Trade newsletters and to see the dates and times for upcoming webinars.

Last Chance: FinTech Seminar

ATTENTION CREDIT UNIONS NOT CURRENTLY USING MONEYDESKTOP: LAST CHANCE TO REGISTER FOR MONEYDESKTOP’S FINTECH SEMINAR

On-Site FinTech Seminar with MoneyDesktop

Don’t Miss This! See How You Can Meet Members’ Demands by Enhancing Your Digital-Banking Experience

To stay ahead of your competition, you need to be prepared to meet the demands of your members. This can be challenging, especially with constant changes and advancements in technology – it’s hard to keep up.

Together with MoneyDesktop, we will be hosting a free FinTech seminar at our headquarters in Michigan. Join us for this FREE seminar on Wednesday, July 23rd at 10:30 AM EST to learn more about MoneyDesktop and how you can stay relevant and competitive in a digital-banking world.

Attend to learn more about:

  • Industry trends related to PFM and how this affects your credit union
  • Managing members’ online and mobile expectations
  • Becoming the PFI with PFM

Increasing wallet share with MoneyDesktop’s new analytics and targeted marketing products, Insight and Target

Register today!

Questions?
Contact Brad Stapley from MoneyDesktop

 

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