Jump into a Dashboard Dive: Portfolio Analysis – Savings

Jump into a Dashboard Dive: Portfolio Analysis – Savings

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review CU*BASE Tool #596 our Savings Portfolio Analysis feature.  Organize your products by Dividend Application, Product Type, or General Ledger account to align with your preferred reporting method.  See balances per category, active product counts, and even analyze your… Read more »

Feb 16, 2018

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes?

Have you checked out the NCUA’s proposed 5300 Call Report changes yet?  The changes are targeted for March 2019, and the NCUA wants your feedback! The overall theme is modernization and simplification in order to reduce the reporting burden for credit unions.  Check out the 5300 Call Report Tools kitchen page for a highlight of… Read more »

Feb 15, 2018

Phase Three of Same Day ACH is Coming Soon!

Phase Three of Same Day ACH is Coming Soon!

On March 16, 2018, the third (and final) phase of the NACHA Same-Day ACH rules will go into effect.  See this recipe in the Kitchen (https://www.cuanswers.com/resources/kitchen/same-day-ach/).  As long as your evening posting configuration is set to post both debits and credits, you are already compliant with the same-day posting rules. Why are you compliant? Phase… Read more »

Feb 15, 2018

Take a Look at the New and Updated Content in Show Me the Steps!

Take a Look at the New and Updated Content in Show Me the Steps!

Visit Show Me the Steps for simple instructions on how to do stuff in CU*BASE! Visit Show Me the Steps While you’re there, check out the new and updated content! New & Updated Videos Deleting a Payee updated Depositing a Check Remotely NEW! Enrolling in eStatements NEW! Mobile App Basics NEW! Online Banking Overview updated Subscribing to eNotices & eAlerts updated Transferring… Read more »

Feb 15, 2018

Managed OLLE

Managed OLLE

Want to use OLLE but need help? Engage Xtend! Content Creation Graphic Design Professional outbound lead follow-up using scripts approved and developed by both your team and ours   Have us assist with all, or simply select the area we can assist you with. Contact Us Today!

Feb 14, 2018