Client News provides the information you need to stay current with what’s happening.
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Today’s Quick Tip for Managing Your Data Warehouse: Know What “Access” Means
We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse. Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s tip: know what “access” means (refer… Read more »
Collections Roundtable Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the most recent Collections Roundtable on February 15th. Use the link below to register! Tuesday, March 8 2:00 PM – 3:00 PM ET Join the Webinar
Join Us for a FREE Education Express Webinar!
Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »
Check Out the Many New Features Available in Mobile 5.0!
Check Out the Many New Features Available in Mobile 5.0! Mobile 5.0 is our biggest mobile app update! If you are currently using an older version of the Mobile App, we invite you check out several new features in Mobile 5.0 including: Master Navigation, helping your members get to the features they want as well… Read more »
The 22.05 CU*BASE Release Beta Pool Application Period is Now Open!
Earn a $3,000 CollabRebate for testing new CU*BASE tools and features coming with the 22.05 release! Learn more about enhancements coming in the May release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. To join the Beta Pool, submit your Beta Pool enrollment form… Read more »
Help Us Shape the Future of Xpress Teller – Join Us for a Roundtable Discussion
Xpress Teller is the new, separate teller processing platform to CU*BASE, designed to be highly configurable and streamline the teller experience. Next month, we will be hosting a roundtable where we will discuss teller processing tools, internal procedures and CU*BASE processes. Additionally, we will provide a demonstration of current Xpress Teller features and will discuss… Read more »
Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally
We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse. Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s Tip: create rules for uploading and… 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 »
Two for Tuesday with CEO Geoff Johnson – 02/22/2022
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.
Video of the Week: Viewing Transaction History via Inquiry
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 5,579 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Investment Options for Members via Online Banking!
Meet InvestFi! InvestiFi empowers members with the freedom to buy, sell and hold investments. During April and May, CU*Answers and InvestiFi will be hosting a series of webinars to explore the work that has been completed between our teams to bring investment and cryptocurrency options to members right from It’s Me 247. To register for these upcoming webinars, click the button below! Register Now
Get Ready! The 2024 CU*Answers Leadership Conference is Coming!
Announcing the 2024 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. For more information and registration links, please click the button below! Learn More
CU*BASE Release 24.05 is Arriving Soon
The Online, Self-Processor, and Site-Four Release Date is May 5. Want to see what is coming with the release? Attend one of our Release Review webinars! For registration and additional info, click the button below. Learn More
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