Video of the Week: Combining Collections Trackers

Video of the Week: Combining Collections Trackers

Combining Collections Trackers Need a quick way to show your staff how they can consolidate collections trackers in CU*BASE?  Refer them to this video, which has been viewed 863 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Jan 23, 2023

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Consider the Customer Profile to be your contact directory.  Your directory contains important information about the staff members you count on to connect to CU*Answers Management Services for strategic planning, launching new products, or just to brainstorm on a new idea. Have you ever wondered how the information is compiled?  Join Julie Gessner for February’s… Read more »

Jan 23, 2023

Let Your Members Know About Winter Closings with Mobile Alerts, Powered by CU*Publisher

Let Your Members Know About Winter Closings with Mobile Alerts, Powered by CU*Publisher

As the months grow colder and the potential for winter storms increases, wouldn’t it be convenient to let your members know that specific branch locations will be closing?  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…. Read more »

Jan 20, 2023

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »

Feb 15, 2023

A Note from CU*Answers: Updates to 5300 Call Report Ratios

A Note from CU*Answers: Updates to 5300 Call Report Ratios

An important note for your credit union: several ratios on Tool #1021: 5300 Call Report Ratios have been updated, based on changes which were made by the NCUA in March of 2022.  The ratios listed below have been updated with the correct calculations: Net Worth/Total Assets Delinquent Loans/Net Worth SIRRT (Supervisory Interest Rate Risk Threshold)… Read more »

Jan 19, 2023

Discount Alert! Don’t Let 2023 Marketing Get Away from You!

Discount Alert! Don’t Let 2023 Marketing Get Away from You!

When you purchase RevGen, Xtend’s bundle of campaigns, receive a complimentary one-on-one planning session! We’ll meet to learn your marketing goals for the year and set up a plan and tentative schedule to keep you on track to successfully execute campaigns when it matters most! Our most popular bundle includes 4 campaigns, but we offer… Read more »

Jan 19, 2023