Client News provides the information you need to stay current with what’s happening.
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CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a series of webinars on the dates… Read more »
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Update to CU*Forms Implemented 3/24 – Join Our Webinar to Learn More!
As of March 24th, CU*Forms received an update that enhances the way you serve your members. With this update, your credit union now has the ability to: Search for members using account number, SSN, and full name. Add reference or signing documents outside of templates to CU*Forms for signing. Request a document at the same… Read more »
CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a series of webinars on the dates… Read more »
Round out Leadership Week with a Golf Outing!
Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2024 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 27th 8:30 AM ET… Read more »
Two for Tuesday with CEO Geoff Johnson – 04/09/2024
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Join Us for a Conversation on Interactive Teller Machines
What’s going on with ITM vendors? What interfaces are in production today and what’s being built? How do you get started? Join the conversation and add your voice to what is happening in the world of teller technology alternatives. Join CU*Answers Imaging Solutions for a Conversation on Interactive Teller Machines! Let’s chat about upcoming features,… Read more »
Video of the Week: CU*BASE GOLD First-Time Login – Part 3: Print Sessions
CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
HA Rollback Completed – Report Coming Soon
The HA Rollback was successfully completed on Sunday, April 7th. This marks the conclusion of the March HA Rollover event. In the days ahead, we will be preparing a gap analysis report on the HA Rollover event, which will include details about the exercise, challenges observed, lessons learned, and recommendations for improving the process. An… Read more »
Take a Look at the CU*Answers University Courses for September!
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 September! Learn More
Learn All About Mortgage Servicing
Join the Lender*VP Team and the Xtend Mortgage Servicing Team for our upcoming webinar, as we highlight mortgage servicing solutions! Interested in learning more about how our teams can fast-track your financial institution to a stress-free mortgage servicing experience? Click the button below to register today! Register Today
Pull Up a Seat for a Learning Café Session
Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will discuss tips and tricks related to Investment Processing, including a look at Investment Subsidiary topics in Show Me the Steps.
Interested in learning more? Click the button below to register today! Register Now
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