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.
In Case You Missed It – Early March 2023
Take a look back at some important topics from the first half of March 2023: Conversations On Education: Learn All About Designing an Education Plan and Calendar! Learn All About 5300 Call Report Tools in CU*BASE February Owner’s View Monthly Recap Mobile 6 is Now Available! Meet AdvantageCIO – Part 2: Exercises for Success Join… Read more »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
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: I am interested in using the 1Click Offers feature that allows me to make loan offers to members in online banking. I also hear that… Read more »
Need to Update Your Contacts for CU Publisher or Mobile App Notifications?
Has your credit union recently reviewed your current users in CU Publisher to ensure this information is up-to-date? If you need to add new users or remove old users from CU Publisher, click the button below to visit our online store and fill out a request. If you have any additional questions or concerns, contact… Read more »
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days
Update to Request Center – Completed Custom Online Forms to be Deleted After 30 Days Starting Wednesday, March 29th, any/all custom online forms in Request Center will be automatically deleted 30 days after they are marked “Completed”. This automatic deletion of completed forms will become the retention policy moving forward. If your credit union wishes… Read more »
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Two for Tuesday with CEO Geoff Johnson – 3/14/2023
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 Us for a FREE Education Express Webinar!
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Video of the Week: Working a Follow-Up
Working a Follow-Up Need a quick way to show your staff how they can work a follow-up in CU*BASE? Refer them to this video, which has been viewed 1,463 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Do You Have Staff Who Would Like to Receive Client News and Alert Emails? We Can Help!
Do you have new or existing employees who would like to begin receiving communications from CU*Answers? Below is a helpful guide to the emails that CU*Answers regularly sends out. Client News and Alerts – what is the difference? Client News emails are fully-designed emails that include a banner image and body text. Client News emails… Read more »
Pull Up a Seat for a Learning Café Session
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read 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
Take a Look at the CU*Answers University Courses for June!
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 June! Learn More
Meet the CU*Answers Education Team – Join Our Upcoming Webinar!
Join our upcoming webinar for an opportunity to meet the CU*Answers Education team and to learn about the educational resources available to our credit union partners. To learn more about the Education Team and the many ways that we can assist your credit union, click the button below to register for our webinar! Register Today
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