Client News provides the information you need to stay current with what’s happening.
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Last Call to Sign Up for the 2022 CU*Answers Leadership Conference!
Don’t miss out: register for the 2022 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves on our next adventure. We look forward to seeing you at this unique event – connect with your peers for an energizing… Read more »
Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
The Countdown Begins: Sign Up for RDC IQ by September 30th for Near-Real-Time Posting
Attention credit unions currently using batch processing for member transactions: batch processing will be sunset by the end of the 2022 fiscal year. Your credit union will need to move to RDC IQ processing before September 30th. What are the benefits of moving to RDC IQ? RDC IQ offers an improved experience, as members do… Read more »
Don’t Miss Out – Join Us for the 2022 Leadership Golf Outing!
Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2022 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 16 8:30 AM ET… Read more »
New Ticket Portal for CU*Answers Network Services, Arriving June 8th
CU*Answers Network Services is pleased to announce a new client-facing ticket portal, which will be arriving on Wednesday, June 8th, 2022. What is the website for the new ticket portal? The URL for the new ticket portal is: https://cuanswers.myportallogin.com. Please click the ‘Sign -up’ button and follow the prompts to log in. Will this new… Read more »
In Case You Missed It – Late May 2022
Take a look back at some important topics from the second half of May 2022: Get to Know the Integrated Technologies Team – Meet Hugo Auzins There’s Still Time to Register for the 2022 CU*Answers Leadership Conference! Tracking Interest for Written-Off Loans is Now Easier than Ever! Let Your Members Know About Inclement Weather Closings… Read more »
Did You Know? Lenders, Want to Lend Based on What You Know About the Member?
Lenders, Want to Lend Based on What You Know About the Member? Would you like to evaluate a borrower based on whether they are a long-time member, have high balances with your credit union, a history of paying back your loans, and a regular direct deposit at the credit union? Score them by giving them… Read more »
Video of the Week: Denying a Loan Request
Denying a Loan Request Need a quick way to show your staff how to deny a loan request in CU*BASE and print a denial notice? Refer them to this video, which has been viewed 1,229 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 – 05/31/2022
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.
Let Us Know Who is New to Your Staff – Submit a Fresh Profile Today!
Have any employees recently joined or left your credit union? Have any employees changed roles? Help us stay up-to-date – submit a survey through the CU*Answers website. Click the button below to get started! Click Here to Submit Your Profile Benefits that this presents for both your credit union and CU*Answers: Establish common procedures and… Read more »
Custom Campaigns: Turning Your Vision into a Reality
Have a service you would like to highlight? Looking for promotional materials for your next special? Want to keep your members updated with eye-catching promos? Custom Campaigns can do it all! Share your ideas with us and watch them come to life. Click the link below to place your order today! Order 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
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
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