Client News provides the information you need to stay current with what’s happening.
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Two for Tuesday with CEO Geoff Johnson – 06/14/2022
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.
Learn All About Participation Lending in CU*BASE!
Check out a video recording from the Earnings Edge team as they discuss CU*BASE Loan Participation! Learn about the various configurations available, explore the many benefits of using the Participation Lending software, and how Earnings Edge can assist your credit union in utilizing this system. View the Video If you’re interested in getting started with… Read more »
Use the Tools You Own to Improve Sales
CU*BASE offers robust toolsets that can help maximize your efforts to reach targeted groups of members, track your activities and increase revenue. Among these are Marketing Clubs, Tiered Services and Cross Sales, just to name a few. How long has it been since your credit union took a deeper look into your sales tools? Maximize… Read more »
Don’t Forget, the AB_22.06 Analytics Booth Release Arrives June 19th
The Asterisk Intelligence Team is excited to present the AB_22.06 Analytics Booth Release, arriving to Analytics Booth subscribers on Sunday, June 19! This release features: Refreshed dashboard standards on FIVE more dashboards to upgrade charting and display 10 Year Trends and 3 Year Balance Comparison get a full facelift Plus, new multiple-select filtering options, updated… Read more »
Open Positions Available on Xtend Shared Branching Committee
As of June 2022, there are open positions available with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a cover letter to Kim Hall via email at kim@tricu.org, please include ‘Xtend SBC Resume’ in the subject line…. Read more »
Video of the Week: Processing a Loan Request for a Non-Member
Processing a Loan Request for a Non-Member Need a quick way to show your staff how they use CU*BASE to process a loan request for a non-member? Refer them to this video, which has been viewed 654 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Administrators: Join Us for a TLC 360 Training Session
Attention administrators: want to learn how to manage online learning opportunities for your employees? Or need a refresher on additional functionality available in the TLC 360 Learning Center? Join us on one of the following dates for a brief training webinar! Tuesday, July 12 2:00 PM – 2:30 PM ET Tuesday, August 16 2:00 PM… Read more »
Collections Roundtable Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on June 8th. Use the link below to register! Wednesday, June 22 3:00 PM – 4:00 PM ET Join the Webinar
Mobile 6 is Now Available!
Mobile 6 introduces Widgets for faster access to the improved full account summary, card, and loan payment information. See What’s New! Ready to order Mobile 6 for your credit union? Click the button below to visit the online store! Order Mobile 6 Today! Have any questions? Reach out to us at: irsc@cuanswers.com
Join Lender*VP for a Demo of CLR Path Decision Advisor!
join the upcoming webinar for a demo and discussion on CLR Path! CLR Path is a decision advisor tool that uses your unique relationship with members to help you make underwriting decisions. This is a FREE tool that is available for our credit unions to use! Want to learn more about what CLR Path can do for your credit union now and in the future? Click the button below to join this demo and discussion! Learn More
Investment Options for Members via Online Banking!
Meet InvestFi! InvestiFi empowers members with the freedom to buy, sell and hold investments. During April and May, CU*Answers and InvestiFi will be hosting a series of webinars to explore the work that has been completed between our teams to bring investment and cryptocurrency options to members right from It’s Me 247. To register for these upcoming webinars, click the button below! Register Now
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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