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.
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »
Does your credit union offer group variable rate loans or contract variable rate loans? On February 9th, Lender*VP will be hosting webinars on both of these topics. For credit unions that offer Group Variable Rate Loans, we will be hosting a training session where we will discuss what to expect when rates change and how… Read more »
An important note for your credit union: several ratios on Tool #1021: 5300 Call Report Ratios have been updated, based on changes which were made by the NCUA in March of 2022. The ratios listed below have been updated with the correct calculations: Net Worth/Total Assets Delinquent Loans/Net Worth SIRRT (Supervisory Interest Rate Risk Threshold)… Read more »
Lender*VP is excited to announce our first Conversations On Lending event! Join us for a deep dive into 1Click Loans! See what other credit unions are doing, learn what’s working and what isn’t, and check out ideas that are currently in the pipeline. You’ll even have opportunities to ask questions of other credit unions who… Read more »
When you purchase RevGen, Xtend’s bundle of campaigns, receive a complimentary one-on-one planning session! We’ll meet to learn your marketing goals for the year and set up a plan and tentative schedule to keep you on track to successfully execute campaigns when it matters most! Our most popular bundle includes 4 campaigns, but we offer… Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: How does a member access their negative balance limit (Courtesy Pay/ANR) when I am assisting them in teller processing? Check out this NEW topic! (AB… Read more »
Earnings Edge invites you to join us for a Conversation on Xpress Teller! We have invited Frankenmuth Credit Union as a special guest presenter for our upcoming session on February 15th. During this event, Frankenmuth CU will share their experiences using Xpress Teller and will then open the floor to questions and comments relating to… Read more »
CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly? No more waiting or emailing thanks to CU Info, powered by CU*Publisher. With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… Read more »
As of this morning, January 17th, we have implemented an enhancement to the display of transaction history in It’s Me 247 online banking. Transaction history in online banking will now display the last 4 digits of a card number and the Merchant Category Code (MCC) Group. This enhancement applies to ATM/debit card activity as well… Read more »
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 Dawn Moore, EVP Client Experience, for a behind-the-scenes look at our design and development process! This session will explore how the Software Development Life Cycle (SDLC) affects what projects we work on, how we approach the planning, and all the steps involved from design to implementation. To learn more, click the button below. Learn More
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Click the button below to register today. Learn More
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. Credit unions can follow along in Bedrock Training Credit Union. For more information, click the button below. Learn More
The next GOLD updates are currently scheduled for: