Since 2011, AdvantageCIO has provided virtual CIO consulting services and compliance documentation, including Comprehensive Information Security Programs, GLBA-mandated cyber board reporting, IT risk assessments, disaster recovery and business continuity plans, business impact analysis assessments, cybersecurity assessments, and others. Starting this month we are making some internal shifts when it comes to the players on this… Read more »
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. This year’s event will include presentations by: AJ Schalk, AVP AuditLink Sarah Stevenson, VP Regulatory… Read more »
On Thursday, February 13th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Added the ability to mass update CU*BASE fields. Ability to create custom FormFLOWs. New Member Search, including the last 10 accounts accessed in CU*BASE. Ability… Read more »
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. Many credit unions have already taken advantage of new features including the improved member workflow, options for tailoring the application, opportunities for marketing to targeted members, and… 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 »
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Based on requests from many credit unions, we will be adjusting the new AP/SN report (see the original announcement) so it will run daily for all credit unions. This should help CUs who have a lot of transactions, allowing you to work smaller batches each day. Since reports are archived to CU*Spy, your credit union can still wait… Read more »
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center in Kentwood, MI to our high-availability (HA) data center in Yankton, SD. The next HA rollover is scheduled for Sunday, March 9th. The rollover is scheduled to begin at 3:00 AM ET on Sunday, March 9th with the rollback planned for… Read more »
Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »
Join Glia and CU*Answers for an upcoming webinar – Building a Virtual Branch: Digital-First Interactions with the Human Touch. During this event, Glia will discuss their virtual branch solution, which combines the convenience of in-person banking with the efficiency of online services. This webinar will explore how your organization can leverage Glia’s Unified Interaction Management… Read more »
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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Designed especially for credit union education coordinators and trainers, the Conversations on Education series explores topics such as designing education plans, best practices for training new employees and keeping existing employee skills up to date, and how to take advantage of all resources available to better understand products and services. Learn more by clicking the button below! Learn More
Don’t ignore the importance and value of electronic documents! Are you performing your Imaging Due Diligence? We strongly recommend that you review the PDF for Performing Due Diligence on Your Images and make sure that your credit union is minimizing its risks. Click the button below to view the PDF! Learn More
