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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 »
Take a Look at the CU*Answers 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. Take a look at the courses we have coming up in December! Tuesday, December 1 4:00 PM – 5:00 PM ET Components of an Information Security Program Register for web conference Thursday,… Read more »
Join Us for a FREE Education Express Webinar!
Monday, December 7 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for December Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks. Topics discussed will include: Verify Equity Loan categories to ensure proper 1098 reporting Verify Share and Certificate configurations to ensure proper 1099-INT reporting;… Read more »
CU*BASE Favorites from Client Services and Education: Smart Operator – Daily Ops Log
View a record of electronic activity that is posted to your member accounts on a day-to-day basis, including share drafts, ACH, ATM/Debit card transactions and settlements, and corporate drafts. Smart Operator: Daily Ops Log can be used to verify that this critical activity is being handled as expected every day! For more information on CU*BASE… Read more »
Sign Up for the Latest News from Client Services and Education!
The Client Services and Education team offers several newsletter options for our clients, allowing you to stay on top of the latest information from our team. The Education Report serves to keep clients informed of upcoming courses and training events hosted by CU*Answers. Sign Up for the Education Report Our new Client Services Report will… Read more »
We have a package for you! The 2021 Education Catalog is now available
2021 Education Catalogs are Here! Get your planners ready because there’s a wealth of training opportunities coming your way in 2021! Your catalogs have been mailed and should now be in your hands. Additionally, you can click below to download the electronic version. Download Catalog
Take a Look at the CU*Answers University Courses for November!
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 November! Thursday, November 5 10:30 AM – 11:30 AM ET Components of an Information Security Program Register for web conference Monday,… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, November 11 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders Join Stephanie Raven, Client Services Team Lead, for a for a review of November Year-End tasks. Topics discussed will include: Verifying State ID # in Chart of Accounts for reporting on 1099 Making a decision on whether or not you wish… Read more »
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
Don’t Forget to Update Your Contact Info – 2021 Education Catalogs are Coming Soon!
Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile. Don’t forget: if your Education Contact needs to be updated,… Read more »
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!
Dive Into Your Data With Analytics Booth!
Get started with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth!
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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