Client News

Client News provides the information you need to stay current with what’s happening.

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Updated
November 21, 2016

Don’t Forget to Register for this Week’s Webinars!

Don’t Forget to Register for this Week’s Webinars!

Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. This month, we are spotlighting SRS Bookkeeping Services!  Check out our spotlight webinars on SRS Bookkeeping, which will be… Read more »

Mar 12, 2018

Dual Maintenance Reminder for Payveris Bill Pay Clients

Dual Maintenance Reminder for Payveris Bill Pay Clients

A reminder to all credit unions whose Bill Pay vendor is Payveris: When closing memberships within CU*BASE, dual maintenance is required if the member also uses Bill Pay.  After closing the membership, please remember to also deactivate that user within PASS (Payment Application Support System).  This can be done using the following steps after logging… Read more »

Mar 9, 2018

Don’t Forget: Phase Three of Same-Day ACH Processing is Coming Soon!

Don’t Forget: Phase Three of Same-Day ACH Processing is Coming Soon!

On March 16, 2018, the third (and final) phase of the NACHA Same-Day ACH rules will go into effect.  See this recipe in the Kitchen (https://www.cuanswers.com/resources/kitchen/same-day-ach/). Phase 3 of Same-Day ACH requires that the same-day credits must be posted by 5:00 PM your time.  The final same-day item FRB file must be available to us… Read more »

Mar 9, 2018

Jump into a Dashboard Dive: Losing the Love

Jump into a Dashboard Dive: Losing the Love

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence Team as they review the ACTIVE BETA CU*BASE Tool #132, our Losing the Love Dashboard.  Are you afraid you’re losing too much love?  Analyze your recently closed accounts for trends and predictive behavior patterns leading up to account closure.  Analyze balance changes,… Read more »

Mar 16, 2018