Client News provides the information you need to stay current with what’s happening.
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Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Join Us for a Conversation on Rules for RTP® Send
Now that we’ve successfully onboarded credit unions to receive funds via the RTP® payments rail, it’s time for us to start building the infrastructure we need so that members can send funds that way, too. But just like with a wire, money sent via this rail can’t be pulled back if it gets sent in… Read more »
December Owner’s View Monthly Recap
Check out recent programming changes in the December 2023 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… Read more »
Instant Card Issue: Allowing You to Assign Cards Faster & with Enhanced Security
Instant Card Issue is a great way for your credit union to provide an enhanced member experience by producing a card with a member selected PIN that is fully functional for ATM, Debit or Credit Card transactions while the member is in the branch. Members do not need to wait for their card, security is… Read more »
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
New Web Chat Scripts Coming from Xtend
Xtend is excited to announce that we’re in the test and production stages of our Web Chat migration to TalkDesk! As you may remember, we received notice late in 2023 that Bold360, Xtend’s current chat provider, had slated to sunset their product effective 01/31/2024. Xtend is working hard to ensure a smooth transition, and we… Read more »
Join AuditLink on January 16th to Learn About our Cooperative Approach to Vendor Management
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, January… Read more »
Important Training for Changes Coming to the CU*BASE LOS in Late January
If your credit union has online credit cards, please be aware that payments will be calculated differently starting at the end of January 2024! At the end of January, we will be implementing a project that will change the way that incomplete loan applications are routed in CU*BASE, how online credit card payments are calculated,… Read more »
Looking for a New ATM/Debit Card Processor? Cards & Payments can Help!
Is your credit union interested in switching your online ATM/Debit Card processor to a new vendor? CU*Answers supports a wide range of national and regional ATM/Debit network switches, offering features such as automated debit transaction holds/releases, valuable vendor details during a CU*BASE card holder inquiry, instant card issue, compromised card processing, and much more. For… Read more »
Tax Statements in Online Banking – Providing Convenience for Your Members!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
Get Ready for the Next Collections Roundtable!
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! Use the button below to register today! Register Today
CUaxis February Education Series
Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in February, where we will explore services and features available to your organization. These courses will be held between Tuesday, February 17th and Thursday, February 19th. Please use the button below to learn more and start your registration. Register Today
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