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Need to Clean Up Your AnswerBook Contacts?
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
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly. Missing the deadline of the 10th may cause your statement mailing to be delayed. This may also result in a late fine from… Read more »
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September! Thursday, September 2 10:30 AM – 11:30 AM ET Member Service Trackers, Leads, and Follow-ups Register for web conference Tuesday,… Read more »
CU*Answers offers four University Weeks
CU*Answers shows its commitment to ongoing client training by hosting University Weeks, which consist of a variety of web conferences and classroom courses condensed into a week-long period (Monday through Friday). These weeks are offered once a quarter. Lani Lowing, Client Services and Education Team Lead, stated “I am happy to announce that the 3rd […]
CU*Answers’ Education Report reaching hundreds
CU*Answers Client Service and Education Team delivers an Education Report to their clients on a monthly basis. This newsletter outlines training events which will be held in the coming month. Lani Lowing, Education Team Lead states, “since the release of the Education Report in December 2012 we have 411 clients that enjoy this Newsletter each […]
Need to Update CU*BASE User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started
Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Looking for members that do not use online banking?
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
Paywatch is Now FREE to Payveris Bill Pay Clients!
Attention credit unions using Payveris Bill Pay: we have GREAT news! Paywatch (Payveris Fraud Prevention Solution) is now FREE!
Not yet using Paywatch? Contact SettleMINT EFT and one of our team members will be happy to work with you to set up Paywatch and create a solution that will help protect both you and your members from fraudsters!
Expand Your Loan Portfolio with 1-Click Loans!
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
Ready to sign up for 1-Click Loans? Click below to visit the store!
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