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.
Here comes the next Collections Roundtable – web conference attendance available!
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the third session of the 2017 Collections Roundtable Series, for whichever session you’d like – or both! This month’s Collections Roundtable will feature guest speaker Tom… Read more »
Aug 18, 2017
Jump into a Dashboard Dive: Where Your Members Branch
Join Keegan Daniel, VP of Professional Services at CU*Answers, for a Dashboard Dive! This tool allows you to see which of your credit union branches receives the most member traffic. This can help you to determine how your most popular branch might be carrying out their practices differently, so that you can replicate those sales… Read more »
Aug 18, 2017
Join Us for a FREE Education Express Webinar!
Thursday, August 24 10:30 AM – 11:00 AM ET This Month’s Focus AnswerBook Join us for a refresher on AnswerBook, and how to take full advantage of the features it has to offer, including: Registering for AnswerBook Submitting a Question Choosing a Topic Searching the Knowledge Base Don’t miss this FREE webinar! Get Registered
Aug 18, 2017
Beta Pool Selection Period Extended, AND Xtend Shared Branching Clients Can Join!
ATTENTION ONLINE CLIENTS We Need You! Recent changes have made it possible to allow Xtend Shared Branching participants to enter the beta pool selection! So now, we’re calling on all of our Accounting Superstars to apply! The 17.10 release is chock full of accounting and investments enhancements – that we’re sure you’re going to love…. Read more »
Aug 16, 2017
Shared Branching Quarterly Update
ATTENTION XTEND SHARED BRANCHING CREDIT UNIONS Xtend Shared Branching Updates Annual Brochure & Posters Now Available! The annual brochure updates are complete! Order your 2018 brochures and posters today by clicking here. Shared Branching Reminders: All personal checks require a two day hold. Payee listed on any check must be named on account and must… Read more »
Aug 15, 2017
Keep Transaction History Longer!
We’re at the half-way point! As announced in March 2017, your transaction history retention on all account types is gradually increasing toward the goal of DOUBLE its previous limit. Remember, this is happening behind-the-scenes at no cost to you as part of CU*Answers initiatives to support data analytics and data warehousing. In order to analyze,… Read more »
Aug 15, 2017
Join Us for a Focus Group – Meeting the Needs of a 24/7 World
How do members view financial services now and into the future? What investments should be made? How should credit unions think about the “business day” rules as they apply to their internet retailing? CU*Answers wants to hear from you, our network credit unions, on which investments would be most valuable in the near future. Do… Read more »
Aug 15, 2017
It’s Almost Time for the August Tricks of the Trade Webinar!
The August Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation about the Membership Opening (MOP). Learn detailed information about MOP including more about the pages specific to MOP (Experian Precise ID Verification page,… Read more »
Aug 15, 2017
Here comes the next Collections Roundtable!
Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the third session of the 2017 Collections Roundtable Series, for whichever session you’d like – or both! This month’s Collections Roundtable will feature guest speaker Tom… Read more »
Aug 15, 2017
Don’t Miss Next Week’s Xtend 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, August 22 2:00 PM – 3:00 PM ET Contact Center Service – Strengthen Relationships One Conversation at a… Read more »
Aug 15, 2017
Recap Leadership 2017
Another great Leadership Conference is in the books and you have access to all the materials. Whether you attended or missed it, we’ve got you covered with presentations, photos, videos, collateral, and much more! Take a look!
My CU Today is now Analytics Booth!
Formerly known as My CU Today, Analytics Booth allows you to understand your credit union better than ever before, with the ability to track and trend 70+ data points across balances, transactions, and member activity. These include… Continue Reading
Beta Pool Selection Period Extended
The 17.10 release is chock full of accounting and investments enhancements – that we’re sure you’re going to love. Don’t you want to get a jump start and see what’s new? Join the Beta Pool!
