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.
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 »
Statement Changes Coming Soon
ATTENTION STATEMENT PROCESSING CONTACT Your statement vendor was recently notified of statement changes coming soon. This announcement, which detailed changes that will impact regular and credit card member statements, was delivered on March 7th. A sample of this notification was attached to an email that was sent to your credit union, in the event that… Read more »
Have You Heard About CU Info?
Have You Heard About CU Info? CU Info allows you to dynamically update your credit union’s information across CU*Publisher products like your Membership Opening sites (MAP/MOP), Mobile 6.0 and the upcoming Biz Mobile 1.0 and Micro Apps. What Info Can I Manage? In addition to managing the members of your CU*Publisher team, you can edit… Read more »
AuditLink Presents: How to Review SOC Reports
The SSAE18 SOC audit has become one of the most popular and important ways for critical vendors to provide assurance to their controls and ensure the safety of member data. Join AuditLink for an upcoming educational webinar as we explore the nuances of SSAE SOC audits. During this session, Matthew VanderHulst will walk through the… 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
Join Us for Asterisk Intelligence Week!
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
Lender*VP Invites You to Learn About REPAY Payment Solutions
REPAY is an innovative, full-service payment technology and processing provider for credit unions. Interested in learning more about REPAY as a solution for your members? Click the button below to register for our upcoming webinar! Register Today
Contact Us!
