Viewing Members with Specific Account Balance
Need a quick way to show your staff how they can use CU*BASE to view a list of members with a certain account balance? Refer them to this video, which has been viewed 861 times!
Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION XTEND SHARED BRANCHING PARTNERS An Update from the Xtend Shared Branching Network Effective March 20th, 2023, Calcite Credit Union has merged into Alpena Alcona Area Credit Union. Please visit the Xtend Online Search portal to find a Shared Branch near you!
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 »
Share your ideas and join the discussion at our upcoming Xtend Shared Branching Roundtable! This is a chance for you to engage with your peers and discuss any questions or concerns you might have about Xtend Shared Branching. The Xtend Shared Branching Network is a unique in that it is fully governed by your peers…. Read more »
Take a look back at some important topics from the first half of March 2023: Conversations On Education: Learn All About Designing an Education Plan and Calendar! Learn All About 5300 Call Report Tools in CU*BASE February Owner’s View Monthly Recap Mobile 6 is Now Available! Meet AdvantageCIO – Part 2: Exercises for Success Join… 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: I am interested in using the 1Click Offers feature that allows me to make loan offers to members in online banking. I also hear that… Read more »
Has your credit union recently reviewed your current users in CU Publisher to ensure this information is up-to-date? If you need to add new users or remove old users from CU Publisher, click the button below to visit our online store and fill out a request. If you have any additional questions or concerns, contact… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
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 »
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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
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
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
