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Take a Look at the CU*Answers University Courses for February!
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 February! Tuesday, February 2 10:00 AM – 11:00 AM ET Vendor Management 101 Register for web conference Thursday, February 4 3:00… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, February 3 3:00 PM – 3:30 PM ET This Month’s Focus Review of Tool #2: Work/View Loan Application Status The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests. All incoming applications, regardless of their source, are marked with the date… 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 »
Have a question for CU*Answers? Who do you call?
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Take a Look at the CU*Answers University Courses for January!
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 January! Tuesday, January 12 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference Wednesday, January 13… Read more »
Join Us for a FREE Education Express Webinar!
Monday, January 4 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders for January Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks. Topics discussed will include: Run Tax Information Reports Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »
Need to Clean Up Your AnswerBook Contacts?
The Client Services & Education team has begun their yearly review of AnswerBook profiles. 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… Read more »
Video Now Available: 2020 Year-End Processing Review
A video recording of the 2020 Year-End Processing review is now available! In it, we discuss what’s new for 2020 as well as important reminders and deadlines for this year’s tasks. If you missed this year’s Year-End Processing review webinars, or if your staff would like additional opportunity to review the 2020 presentation, click below… Read more »
We can Help Your Credit Union with End of Month Verification!
Getting ready for month-end? Let the Client Services and Education team act as a second set of eyes in the verification process! For a full list of month-end tasks, click here – our team is happy to assist your credit union through these items. End of Month Verification services cost $50 per month for your… Read more »
Check Out the Lender*VP University Courses for December!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of December, we will be hosting a set of webinars relating to Lender*VP. Take a look at the courses we have coming up! Thursday, December 3 3:00 PM – 4:30… Read more »
Kick Off the New Year with Analytics Booth!
Take on the new year with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth!
Find Members Who Receive Unemployment Deposits that You Can Track and Assist!
Unemployment claims are at a historic level across our country and you need to know details of the impact on your membership. Find these members – You can know who is dealing with financial disruption and needs connection to resources.
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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