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.
You may also want to check out the press release section.
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 (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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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