Xpress Teller 101: Strategic Decisions

Welcome to Xpress Teller 101! Xpress Teller is a new, separate teller processing platform to CU*BASE, designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind. Xpress Teller will be available in the CU*BASE 21.05 release.

There are some high-level strategic decisions your credit union should be thinking about now, as you make your plans for implementing Xpress Teller during 2021. Here are only a few of the decisions your team should be thinking about as Xpress Teller moves closer to arrival.

Teller Services and Tools

What features will you offer at the teller line? Who will use which version of teller? Start thinking now about the strategy

Receipts

Are you prepared to implement vertical receipts? Remember, you don’t have to use Xpress Teller to use vertical receipts otherwise.

Workflow Rules

Who will decide what your workflow controls will be? How will you engage with the updated search capabilities?

Hardware and Training

Will tellers need larger monitors to use larger screen sizes? Who will head up your internal training efforts? Will you attend release training and the Earning’s Edge webinars to get the upper hand?

Verification and Engagement

Who will take the lead helping us verify the new system in the field? Will your credit union champion the evolution of Xpress Teller?

Read more about Xpress Teller and all the strategies your credit union should consider in the Kitchen:

https://www.cuanswers.com/resources/kitchen/t2-xpress-teller/

The Next HA Rollover is Coming February 6th – We Need You to Perform a Connectivity Test!

The Next HA Rollover is Coming February 6th – We Need You to Perform a Connectivity Test!

Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center.  The next HA rollover is scheduled for Sunday, February 6th. This rollover will enable support teams to perform planned network maintenance at the primary production data center without disrupting core processing.  The rollover… Read more »

Jan 14, 2022

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Dec 31, 2021

December Owner’s View Monthly Recap

December Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2021 edition of the Owner’s View Monthly Recap! December 2021 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Jan 3, 2022

November Owner’s View Monthly Recap

November Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2021 edition of the Owner’s View Monthly Recap! November 2021 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »

Dec 2, 2021

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 is Arriving Soon!

CU*BASE Release 21.12 Online and Site Four Release Date is December 5 Self-Processor Release Date is December 12 Documents 21.12 Release Summary 21.12 New and Updated Tool Summary 21.12 Database Changes Summary  Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or… Read more »

Nov 29, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 21.10 Release of CU*BASE was implemented on October 3rd.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Nov 8, 2021