Client News provides the information you need to stay current with what’s happening.
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Highlight Your Credit Union’s Latest Promotions with Mobile Manager
Highlight Your Credit Union’s Latest Promotions with Mobile Manager Want to engage your younger members with enhanced marketing banners that you can upload on the go? Look no further than Mobile Manager, powered by CU*Publisher. Mobile Manager allows you to instantaneously add new content to your mobile app to inform members of great promotions that… Read more »
Customize Your Online Banking Experience with It’s Me 247 Manager
Customize Your Online Banking Experience with It’s Me 247 Manager! With the new It’s Me 247 online banking, your credit union has the option for self-service access to make changes. This includes the ability to update marketing items, where features are displayed, credit union branding such as logos and colors, and login integration options. Want… Read more »
Video of the Week: Deleting a Membership Application
Deleting a Membership Application Need a quick way to show your staff how they can use CU*BASE to delete a membership application that was submitted online? Refer them to this video, which has been viewed 144 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
FIS and WorldPay Merger: January 2022 Updates
As you are aware, FIS and Worldpay have merged. SettleMINT EFT and FIS have been working together on the certification and rollout plan for the emulator/translate program. This email explains the process your credit union will go through to begin processing under this new program. The Plan Your credit union is scheduled to be moved… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
2021 Year-End Online Credit Card Scorecard
Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention. Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »
Pull Up a Seat for a Learning Café Session
AuditLink as a service has been in business since May 2008. True to its commitment, AuditLink reduces the added work imposed by regulations and compliance. Factors inherent in changing regulations mandate continuous training and frequent exposure to compliance issues with applied auditor solutions. The forecast indicates greater focus in these areas, with stringent penalties for… Read more »
The Latest News from SettleMINT EFT, Delivered Directly to Your Inbox
Want the latest info on card services, solutions, and updates delivered to your inbox? Sign up for the SettleMINT EFT newsletter! This quarterly newsletter will cover recent enhancements to card services, important policy updates, hot topics, and more. Click the button below to get started! Sign Up Today
Did You Know? Special Tips on Setting Up Trust Accounts in CU*BASE!
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read 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
Join Lender*VP for a Demo of CLR Path Decision Advisor!
join the upcoming webinar for a demo and discussion on CLR Path! CLR Path is a decision advisor tool that uses your unique relationship with members to help you make underwriting decisions. This is a FREE tool that is available for our credit unions to use! Want to learn more about what CLR Path can do for your credit union now and in the future? Click the button below to join this demo and discussion! Learn More
Custom Campaigns: Turning Your Vision into a Reality
Have a service you would like to highlight? Looking for promotional materials for your next special? Want to keep your members updated with eye-catching promos? Custom Campaigns can do it all! Share your ideas with us and watch them come to life. Click the link below to place your order today! Order Now
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