On May 1st, 2019 CU*Answers Client Services and Education department assisted Life Asset, an organization working to alleviate poverty in Washington, DC through the provision of microloans and financial education, with the implementation of e-statements. The e-statement feature was originally not offered to Life Asset’s clients, but the Client Services and Education Team assisted in getting their clients to go green. The introduction of CU*Spy browser-based statement retrieval has given the organization’s staff immediate access to member statements with both HTML and print-quality PDF formats. This feature also allows their members access to their own statements using this same browser-based software, with e-statement features in online banking.
Looking for members that do not use online banking?
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
Expand Your Loan Portfolio with 1-Click Loans!
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
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Save the Date
Mark your calendars for the 2021 CU*Answers Leadership Conference from June 15-17. We are planning for an in-person event and would love to see you. Watch your Client News emails for registration information in early April. Discover More!
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