What can you do in It’s Me 247 online banking? Here is a link to the same help available to your members inside It’s Me 247 Online Banking. Be sure to check out the Frequently Asked Questions and the Security section so you are well versed to answer any member inquiries.
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Did You Update Your Automated Queries After the Release?
Don’t forget: the 23.10 Release of CU*BASE was implemented on October 8th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
October Owner’s View Monthly Recap
Check out recent programming changes in the October 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Check Out the Release Resource Companion for the 23.10 CU*BASE Release
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 23.10 – inside you will find several updated booklets related to the 23.10 Release including: Details on how to add… Read more »
CU*BASE 23.10 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 23.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 8th. We will be posting any/all issues related to the 23.10 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed… Read more »
Reminder: Automated Reports and Queries
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 »
September Owner’s View Monthly Recap
Check out recent programming changes in the September 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Don’t Forget: CU*BASE Release 23.10 is Arriving Soon! Check out the Release Training Resources
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Release Training Resources If you missed our recent training sessions for the 23.10 Release, a recording is now available – click here to… Read more »
5300 Call Report: 3rd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q323 Call Report any time after October 1, but be… Read more »
CU*BASE Release 23.10 is Arriving Soon!
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Training Attend a release review webinar! Thursday, September 28 @ 3:00 PM – 4:30 PM ET Thursday, October 5 @ 3:00 PM –… Read more »
Sunsetting Management of SonicWALL Firewalls – Order Your Fortinet Firewall Today
Beginning January 1, 2024, we will only provide management services for Fortinet firewalls and will discontinue management of SonicWALL firewalls (this will not impact secure email and secure remote access devices). The message below was sent to client credit unions who have not yet purchased a Fortinet firewall to replace their SonicWALL. If you wish… Read more »
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Join Us for Asterisk Intelligence Week!
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
Take Advantage of the NEW 1Click Autopilot Program!
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
1Click Autopilot
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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