Configuring Delinquency Notice Parameters Need a quick way to show your staff how they can configure delinquency notice parameters in CU*BASE? Refer them to this video, which has been viewed 805 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
One of the greatest assets Xtend has to offer is that the people who lead our CUSO are the same people who own it and participate in it as partners. Our Board of Directors consists of a diverse group of dedicated credit union CEOs that provide focused leadership, as each member has a vested interest… Read more »
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam/Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease your… Read more »
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, March… Read more »
Join the Client Services and Education Team as we explore a day in the life of a 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 »
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 23.05 coming in May, the following credit unions were selected: Kellogg Community Credit Union Parkside Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from you for the next beta test!
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Receipts and forms are now available in It’s Me 247, accessible right next to eStatements. Best of all, these can be accessed for FREE! If you have not already done so, you can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. Don’t forget: in tandem with this… Read more »
The cybersecurity landscape is evolving on a near constant basis, with new threats emerging regularly. The impacts of these threats can lead to disruption of business, harm to your reputation, financial risk or a combination of all three. AdvantageCIO’s senior consultants are ready to discuss how to evaluate your current approach and how you can… Read more »
Are you planning to attend this year’s Michigan CU League Conference in Grand Rapids, MI? We’d like to invite you to the CU*Answers afterparty, hosted at Big Mini Putt Club! Attendance is FREE and there is no need to RSVP. Join us for food, drinks and fun! Click the button below to learn more. Learn More
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
