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.
Successful BSA Audits are a critical component of your credit union’s operations but preparing for a BSA Exam /Audit can be overwhelming. If you missed our earlier announcement, AuditLink has teamed up with Lillie and Company on our latest White Paper, “Preparing for Your BSA Exam/Audits Made Easy”. This White Paper can help to ease… Read more »
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 »
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… 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: Explain the multi-layered access controls that are used to secure CU*BASE. Check out this NEW topic! (AB 5298) Is there a way to see what user… Read more »
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
As of this morning, February 7th, we have implemented a change to cash back memos in Xpress Teller. Previously, ‘check cashed’ memos would be written in Xpress Teller whenever an outside check or an inhouse check was taken in, even if that check was deposited into an account. Following this change, a ‘check cashed’ memo… 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.
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 »
Posting a Payroll Need a quick way to show your staff how they can use CU*BASE to post a payroll? Refer them to this video, which has been viewed 509 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the January 2023 edition of the Owner’s View Monthly Recap! January 2023 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… Read more »
Join us May 7th and 8th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Register Now
During this webinar, Strategic Income Solutions will discuss their robust AI chat solution and how it can provide 24/7 answers to your members’ frequently asked questions. This event will focus on the differences of a live chat solution and will highlight benefits, tips, and the easiest ways to save time and money in developing how your credit union interacts with members. Click the button below to learn more! Learn More
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 April! Learn More
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