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.
Take Advantage of a FREE Query: Reverse Look-Ups for Unique Member ID
On May 21st, a project was implemented for a new cross-reference table which generates a Unique Membership Identifier (UMI) and stores this value in a database file. The cross-reference ID is generated based on account number and allows for ease of use for special reporting (query), as well as custom programs/third parties. For more details… Read more »
Pull Up a Seat for a Learning Café Session
This month’s Learning Café session will be hosted by Kyle Karnes, Imaging Solutions Manager. Join Kyle for a chat on Imaging initiatives, including what is currently being worked on and what’s coming in the near future! Topics discussed will include: Native Receipts CU*Forms Print Session Replacement Click the button below to register for this event!… Read more »
Have You Signed Up for the Q3 and Q4 CU*Answers Quarterly Contests?
CU*Answers Quarterly Contests Have you signed up for the CU*Answers Quarterly Contests? Our Quarterly Contests are FREE to participate in, with the option to purchase the prize and guarantee a winner from your Credit Union. There is still time to sign up for Q3 and Q4 and give your members the opportunity to win fun… Read more »
Lender*VP Presents 1Click Unfunded – Arriving 6/10/24!
1Click Unfunded is a new type of 1Click offer that allows your credit union to present pre-approved secured loan offers to members – still via online and mobile banking, but without immediate funding and loan creation! Instead of automatically opening the loan account and disbursing the funds, when your member accepts the offer, a pre-approval… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Check out the link below for a spotlight on the recently-updated CU*BASE Daily Reports booklet. Reference Guides Have… Read more »
A Reminder for Experian Clients: Update Your Password Every 90 Days
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
May Owner’s View Monthly Recap
Check out recent programming changes in the May 2024 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Take Advantage of the NEW 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
Two for Tuesday with CEO Geoff Johnson – 06/04/2024
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.
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Take a Look at the CU*Answers University Courses for December!
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 December! Learn More
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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