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.
Video of the Week: Viewing a Member’s Tax Information
Viewing a Member’s Tax Information Need a quick way to show your staff how they can view a member’s tax file in CU*BASE? Refer them to this video, which has been viewed 441 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Paywatch is FREE to Payveris Bill Pay Clients – Join our Upcoming Webinar to Learn More!
Paywatch (Payveris Fraud Prevention Solution) is now FREE to all credit unions using Payveris Bill Pay! When launching the Paywatch Fraud Monitoring service, the SettleMINT team will review the Paywatch rules with you and help customize them for your credit union. Once your credit union is live, if a transaction fails one of these rules,… Read more »
Developer’s Help Desk e-Alert: Check Out Our Recent Project Updates!
The Developer’s Help Desk (DHD) team is regularly incorporating new third party vendor integrations to CU*BASE. To help keep our clients updated, we are delivering this e-alert to announce previous vendor integrations, which can be ordered through our online store. Visible Equity (an nCino Company) – Visible Equity provides comprehensive, intuitive ALLL/CECL software that allows… Read more »
Pull Up a Seat for a Learning Café Session
This month, we will be offering a review of the Balancing Made Easy Guide. The Balancing Made Easy Guide is designed to walk your accounting department through the procedures that CU*Answers recommends for reconciling all CU*BASE daily processing and interfaces. Join Stephanie Raven, Team Lead with Client Services and Education to learn more! Tuesday, February… Read more »
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 »
A Quick Reminder About Accessing Your TLC 360 Learning Center
As your credit union was recently upgraded to TLC 360 Learning Center, we wanted to remind you of the new URL for accessing the site. Your new URL is: https://cuanswers000.cutrainingonline.com/tlc360. Please note: the ‘000’ following ‘cuanswers’ in the URL is a stand-in for your credit union number. The credit union number is the same as… 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 »
New Phone Number Flags Arrive January 26th – Come to the Info Session to Find Out More!
Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change, including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »
Analytics Booth is FREE for Credit Unions with Less Than 2,000 Members!
The Asterisk Intelligence team is excited to announce that, beginning in 2021, Analytics Booth will be free to all credit unions with less than 2,000 members. With your subscription to Analytics Booth, you will have access to 80+ trend lines of your credit union’s data, 12 dashboards, customized alerts, Powerlines, etc. To activate your subscription,… Read more »
January 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
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.
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!
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!
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