Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October! Learn More
Do you have supervisory personnel who would like to learn more about the configurations and operation of CBX tools for use in monitoring, evaluating, and reporting on events associated with BSA compliance? Encourage them to register for our upcoming webinar! Use the button below for more information and registration. Register Now
Join us October 29th and 30th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to register today. Register Now
Join us to learn how SavvyMoney can help your credit union by enhancing the member experience with a seamless digital banking integration and more! Register today to learn how over 50 credit unions are already benefitting from SavvyMoney with CU*Answers! Register Now
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements. If you’d like to learn more about utilizing these resources for your credit union, please click the button below to register. Register Now
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
Viewing Members of a Specific Age Need a quick way to show your staff how they can use CU*BASE to view a list of members who fall within a specific age range? Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Join the Lender*VP team for a deep dive into Skip-a-Pay! See what other credit unions are doing, learn what’s working and what isn’t, and share ideas you have for Skip-a-Pay! What questions do you have about Skip-a-Pay? This is the perfect opportunity to share these with the Lender*VP team and collaborate with your community –… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Arriving with the CU*BASE 23.05 Release are enhancements for automated payment changes, which will affect credit unions currently offering contract variable rates in MEMBER6. In preparation for this, the Lender*VP team will be hosting special training sessions. We strongly recommend that credit unions who offer these contract variable rates in MEMBER6 register to have staff… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Looking to prepare and submit a membership file using the program that was developed for CUNA Mutual Group’s TruStage Insurance Program? This is now handled by the CU*Answers Operations team, who can help process this request on your behalf! The processing cost is $100 for a one-time file submission. To get started, click the button… Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following: Where can I get help for payment issues with 360-day interest calculation mortgages, interest accruals, and payment & interest corrections? Check out this NEW topic! (AB 5307)… Read more »
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… 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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Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements. If you’d like to learn more about utilizing these resources for your credit union, please click the button below to register. Register Now
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
The next GOLD updates are currently scheduled for: