Glia and CU*Answers Present: Building a Virtual Branch with a Human Touch

Glia and CU*Answers Present: Building a Virtual Branch with a Human Touch

Join Glia and CU*Answers for an upcoming webinar – Building a Virtual Branch: Digital-First Interactions with the Human Touch. During this event, Glia will discuss their virtual branch solution, which combines the convenience of in-person banking with the efficiency of online services. This webinar will explore how your organization can leverage Glia’s Unified Interaction Management… Read more »

Feb 17, 2025

Join Lender*VP for a Conversation on Loan Application Workflow

Join Lender*VP for a Conversation on Loan Application Workflow

Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »

Feb 11, 2025

The World is Changing Fast! AdvantageCIO is There to Help

The World is Changing Fast! AdvantageCIO is There to Help

Since 2011, AdvantageCIO has provided virtual CIO consulting services and compliance documentation, including Comprehensive Information Security Programs, GLBA-mandated cyber board reporting, IT risk assessments, disaster recovery and business continuity plans, business impact analysis assessments, cybersecurity assessments, and others. Starting this month we are making some internal shifts when it comes to the players on this… Read more »

Feb 12, 2025

Update to CU*Forms Arriving 2/13 – Custom FormFLOWs, New Member Search & More

Update to CU*Forms Arriving 2/13 – Custom FormFLOWs, New Member Search & More

On Thursday, February 13th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Added the ability to mass update CU*BASE fields. Ability to create custom FormFLOWs. New Member Search, including the last 10 accounts accessed in CU*BASE. Ability… Read more »

Feb 12, 2025

Learn All About the New Credit Card Loan Application – Join One of Our Training Sessions

Learn All About the New Credit Card Loan Application – Join One of Our Training Sessions

In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. Many credit unions have already taken advantage of new features including the improved member workflow, options for tailoring the application, opportunities for marketing to targeted members, and… Read more »

Feb 12, 2025

Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Feb 11, 2025