Check Out the Sales and Marketing University Courses for October!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of October, we will be hosting a series of Sales and Marketing-focused webinars.  Take a look at these upcoming courses!

 

Monday, October 4

9:30 AM – 11:00 AM ET

Report Builder 1: Working with Computer-Stored Data for Reports and Inquiries

Register for classroom session

Register for web conference

 

Tuesday, October 5

2:00 PM – 3:30 PM ET

Report Builder 2: Building Custom Reports

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Register for web conference

 

4:00 PM – 5:00 PM ET

Making a Splash with Member Statements: Statement Onserts and Printed-Statement Styles

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Register for web conference

 

Wednesday, October 6

1:30 PM – 3:00 PM ET

Report Builder 3: Database Files and String Reports

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Register for web conference

 

Friday, October 8

10:30 AM – 12:00 PM ET

Cross Sales & Sales Trackers: Offering Relevant Opportunities to Your Members

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Register for web conference

 

Wednesday, October 20

3:00 PM – 4:00 PM ET

CU*Statements

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Thursday, October 28

9:30 AM – 10:30 AM ET

Introduction to CU*BASE Marketing and Sales Tools

Register for web conference

 

1:00 PM – 2:00 PM ET

Member Connect: Building a Communication Network within CU*BASE

Register for web conference

 

Don’t forget: CU*Answers web conferences are always free to attend!

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

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 »

Aug 11, 2022

Meet AdvantageCIO: Cooperative Resources for Strengthening Your Cyber Resilience

Meet AdvantageCIO: Cooperative Resources for Strengthening Your Cyber Resilience

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 »

Aug 11, 2022

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

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 »

Aug 11, 2022

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

Join Us for Asterisk Intelligence Week, Hosted in Las Vegas, Nevada!

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 »

Aug 11, 2022

How Do I Request Upload/Download Permissions for CU*BASE?

How Do I Request Upload/Download Permissions for CU*BASE?

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 »

Aug 10, 2022