March Tricks of the Trade Webinar

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Mark your calendar for the upcoming Tricks of the Trade webinar! Scheduled for Wednesday, March 13, from 2-2:30 PM ET, the March Tricks of the Trade webinar will give you an in-depth look at a couple key pieces of our “It’s Me 247” documentation: The Smart Messaging booklet The… Read more »

Mar 11, 2013

CUSOs Team Up to Boost Investment Services

“To help those credit unions that want to make retail investment services a core component of their product and service lineup, Xtend Inc. and CUSO Financial Services LP have come together to make it happen.” Read the full story here.

Mar 11, 2013

Just Turn It On Coming March 18

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Coming in just one week . . . Just Turn It On! Everyone has that list of must-do projects that sit on the shelf and never seem to make it to final execution. There never seems to be enough time to take care of dotting all the i’s and… Read more »

Mar 11, 2013

February’s Top Ten AnswerBook Questions

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: It’s easier to find the right answer once you’ve found the right question. And you’re doing a great job of finding the right questions! Here are February’s TOP TEN most-searched questions in AnswerBook: A loan is currently written off. What procedures do I take to charge this off from… Read more »

Mar 8, 2013

Live the Cooperative Spirit!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: The cooperative spirit is alive and well! By now you have all received the “Cooperative Principles” Grand Opening Kit. We hope you are as excited as we are about promoting the cooperative principles to your staff and members. This spirit is what sets us apart from other financial institutions… Read more »

Mar 6, 2013

Register for Of Course!

ATTENTION CEOs OF ONLINE AND SELF-PROCESSING CREDIT UNIONS: If you haven’t already joined other credit union CEOs on the CU*Answers Of Course! site, now is the time to do so! Over 120 of you have joined the site and are using it to share policies and ideas, ask questions, and brainstorm new ways to run… Read more »

Mar 5, 2013

Just Turn It On Arriving March 18

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Did you know that the majority of an iceberg is unseen because it lies below the water’s surface? This is much like the wealth of services offered by CU*BASE. Many of them go unseen by your members because they are never turned on. With the new Just Turn It… Read more »

Mar 5, 2013

Vending Machine up for Auction

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Fully functional vending machine to the highest bidder! This used vending machine is an excellent value: Fully functional Original retail value $3800 Approximately 5 years old 5 soda selections 20 snack selections Accepts $1 bills Email CU*Answers Facilities Manager Chris Cudak with your bid amount and contact information prior… Read more »

Mar 5, 2013

Automated Monthly Reports

The Automated Reports & Queries feature makes it fast and easy to run monthly reports, but it’s not a “set it and forget it” kind of thing. While the reports do run automatically, it’s still important to check in CU*Spy under the “All Reports” tab each month to be sure they were produced as configured… Read more »

Mar 4, 2013

March Tricks of the Trade

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: From brochures to booklets, from charts to checklists, from flyers to forms. We sifted through our documentation and pulled out the most timely and valuable document for you in this month’s Documentation Tricks of the Trade. Tricks of the Trade #16: March Top Picks The Smart Message: Read this… Read more »

Mar 4, 2013