ATTENTION CEOS AND ACCOUNTING TEAM LEADERS
In a recent audit of our P2P services and growing volumes we uncovered a problem with our billing software related to P2P processing. Click here to view a summary explaining the issue and how your credit union will receive a credit on your March invoice. If you have any questions please contact the CU*Answers Accounting Team.
The Client Services and Education team offers several newsletter options for our clients, allowing you to stay on top of the latest information from our team. The Education Report serves to keep clients informed of upcoming courses and training events hosted by CU*Answers. Sign Up for the Education Report Our Client Services Report allows you… Read more »
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 »
Cybersecurity is a leading concern for CEOs and technology teams responsible for safeguarding sensitive member data. The landscape of the financial services industry is constantly changing, and new threats are emerging that can lead to the potential disruption of business operations, harm to your credit union’s reputation, and financial risk. Join AdvantageCIO’s senior consultants as… Read more »
Financial institutions are subject to Bank Secrecy Act and anti-money-laundering (BSA/AML) regulations. Every 12 to 18 months, they are required to conduct an independent audit of their AML compliance programs. With AuditLink’s qualified staff and innovative approach to business, we are able to conduct your credit union’s required annual BSA/AML Audit in a timely and… Read more »
Join the Asterisk Intelligence team for several educational events, hosted at the Innovation Center in Las Vegas, Nevada! Between Monday, September 12th and Wednesday, September 14th, we will be hosting on-site training at the CU*Answers Innovation Center. Then, on Thursday, September 15th, we will be hosting a series of webinars. During these courses, we will… Read more »
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 22.10 coming in October, the following 2 credit unions were selected: TruChoice Federal Credit Union Partnership Financial Credit Union Thank you to everyone who expressed interest in joining this beta test, we hope to hear from you for the… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
We are pleased to share some recent updates to the CU*BASE Alerts page! Previously, the CU*BASE Alerts page allowed users to sort by the organization the posted the alert, including CU*Answers, CU*NorthWest and Xtend. Now, new tabs have been made available that allow alerts to be sorted by ‘Resolved’ and ‘Active’ statuses. If you are… Read more »
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
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
FUEL Decision Model with preconfigured templates and annual tune up!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August!
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following.
View the Video
