Developer’s Help Desk e-Alert: Check Out Our Recent Project Updates!

The Developer’s Help Desk (DHD) team is regularly incorporating new third party vendor integrations to CU*BASE.  To help keep our clients updated, we are delivering this e-alert to announce a recent vendor integration, which can be ordered through our online store.

  • Devenir  – Devenir is a national leader in powering investment solutions for healthcare accounts.  Devenir delivers investment solutions that power health care account offerings for a variety of industries, including credit unions and banks to deliver convenient, cost-effective HSA solutions that increase member value while giving account holders the power to save for future health care expenses.

CU*Answers has developed an Off Trial Balance solution with Devenir to receive a daily balance/status file.  Utilizing the AFT feature in CU*BASE, your members can ‘transfer’ funds from their HSA account to their Devenir investment account.  When funds are liquidated through Devenir, the money will be transferred back into the member’s HSA account.

With this information, your members will quickly associate these extended services as direct credit union services – not a separate vendor or broker with whom they would normally be required to connect with separately for an initial review of these accounts.

If you would like additional information, or have questions regarding this integration, please contact the DHD team by clicking here.

The People Behind the Brands – Meet AdvantageCIO

The People Behind the Brands – Meet AdvantageCIO

AdvantageCIO is a group of subject matter experts and consultants who are ready to assist your credit union in three distinct areas: cybersecurity, regulatory requirements, and how to align your business plans and objectives with technology.  Engagements with AdvantageCIO include unique, consultative approaches for each individual financial institution. Today we’re placing the spotlight on Matt… Read more »

Jan 18, 2022

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!

With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users.  Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »

Jan 18, 2022

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

We are excited to announce a refresh to your Credit Union Library! This year, an extensive project has been underway to bring your learners a more engaging learning experience as we move into 2022.  Implemented earlier this month, the following enhancements are now available to your credit union: Authored in Articulate: All courses will be migrated from the current… Read more »

Jan 17, 2022

How can Analytics Booth Strengthen Your Current Business Plan?

How can Analytics Booth Strengthen Your Current Business Plan?

Your credit union processes transactions every minute, every hour, every day – thousands of pieces of data are getting generated, collected and stored.  With Analytics Booth, you can track and trend your credit union’s data and have it delivered wherever and whenever you want it! Join the Analytics Booth Executive Management series and learn how… Read more »

Jan 14, 2022

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

Start off 2022 with New Products Powered by CU Publisher

Take on the new year with these enhanced tools! Mobile Manager: Update your mobile app homepage advertisements, mobile app navigation, RDC content, Card Control content, eStatement content, as well as mobile app analytics! Form Generator: Create your own custom online forms for items such as an ATM card order, or a travel alert, appointment request,… Read more »

Jan 13, 2022