Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
5300 Call Report: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd 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 Q219 Call Report any time after July 1, but be sure… Read more »
Jun 24, 2019
Video of the Week: Opening Sub-Accounts
Opening Sub-Accounts Need a quick way to show your staff how they can open sub-accounts for a member in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Jun 24, 2019
Webinar: Learn about Data Warehouses with Asterisk Intelligence
Join us for a webinar celebrating and exploring the brand-new solution – Data Warehouse. A Data Warehouse for your credit union will expand your horizon for data analytics and will provide options for control over data retention schedules and storage of custom data within the core. Upload that Excel file you’ve been keeping to track… Read more »
Jun 24, 2019
Don’t Miss This Week’s Dashboard Dive: Money Movement Analysis Dashboard
Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #536, the Money Movement Analysis dashboard. Have you been looking for an easy way to identify large dollar transactions? Whether your focus is on deposits, loans, or certificates, this dashboard can be used to identify the… Read more »
Jun 24, 2019
Join Xtend for This Week’s Webinars!
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, June 25 2:00 PM – 2:30 PM ET SRS Bookkeeping Services: Understanding What We Offer This webinar… Read more »
Jun 24, 2019
June Owner’s Voice Voting Reminder
The month is almost over, and voting for this month is going with it. Please take a moment right now to let your voice be heard over on Owner’s Voice. If you have any questions, contact us at: ownersvoice@cuanswers.com
Jun 21, 2019
Get Connected with Marvin Johnson
Get Connected is a monthly webinar series focusing on CU*Answers Management Services and the people who drive them. These brief 30 minute sessions will introduce participants to CU*Answers Management Services and the value each service brings. Sessions will include a discussion of what’s hot in the industry and help participants plug into key resources within… Read more »
Jun 20, 2019
Jump into a Dashboard Dive: Money Movement Analysis Dashboard
Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #536, the Money Movement Analysis dashboard. Have you been looking for an easy way to identify large dollar transactions? Whether your focus is on deposits, loans, or certificates, this dashboard can be used to identify the… Read more »
Jun 20, 2019
Join Us for Next Week’s Webinars!
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, June 25 2:00 PM – 2:30 PM ET SRS Bookkeeping Services: Understanding What We Offer This webinar… Read more »
Jun 18, 2019
Upgrade to It’s Me 247 – Rollover Scheduled for July 17
As mentioned in our previous communications detailing the PIB rollover that occurred in May, CU*Answers will be performing a full rollover of It’s Me 247 this summer. This rollover is scheduled to begin on Wednesday, July 17 at 6:00 AM ET and will conclude on Thursday, July 18 at 6:00 AM ET. This process will… Read more »
Jun 18, 2019
We Want Your Input on Teller Automation!
Has your credit union purchased ITMs or other Self-Service Kiosks? Are you utilizing tablets as part of your member experience? Maybe you… Tell Us!
The Data Warehouse is Available
A brand-new feature for storing the data you always wished you had in CU*BASE!
- Upload new information from any outside source (vendor reports, email platforms) for storage or analysis.
- Collect the special data set called Phone Optics for deeper analysis studies.
And much more!
Check Out The 2019 Leadership Videos
Want to watch or share the 2019 Leadership Conference videos? They’re available on the web and you can view them at cuatv.com. Check Them Out!
