Client News provides the information you need to stay current with what’s happening.
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Check Out These Helpful Resources for Completing the 5300 Call Report in CU*BASE
Do you have new staff who will be assisting with the quarterly 5300 Call Report or current staff who could use a refresher on these tasks? Below are several great resources that you can share with your team! Click here for a list of AnswerBook topics relating to 5300 Call Reports. Learn more about quarterly… Read more »
Best Practices for Your Email Upkeep – Resources and Recommendations Coming Soon
Following the issues that were encountered with email delivery and bounce-backs in late April, we’ve made some changes at CU*Answers relating to how we handle emails and similar methods of communication. We have prepared AnswerBook topics which provide greater detail on these changes – look for these emails to be delivered to your inbox soon…. Read more »
Leadership 2023 Recap: CU*Forms Makes Creating and Signing Forms Easier than Ever!
If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered! Today’s hot topic comes from the Imaging Solutions team! Creating general membership forms and getting them signed is easier than ever with CU*Forms! CU*Forms is a web application that allows… Read more »
Conversations On Education: Exercises for Success – Xpress Teller
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
June Owner’s View Monthly Recap
Check out recent programming changes in the June 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Strategic Shorts: Comprehensive Reporting Using Charts
Analytics Booth helps credit union executives and managers capture, visualize, and use data analytics to guide their business decisions and minimize risk. Strategic Shorts is a video series that teaches you how to accomplish this. In today’s video, Josh Peacock highlights how you can view trending data to gain a more comprehensive look at your… Read more »
Two for Tuesday with CEO Geoff Johnson – 7/11/2023
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.
Increase to Network Services Labor Costs Arriving 8/1/23
We appreciate your continued trust in Network Services as your provider of quality IT solutions. We have been serving our clients with excellence and integrity for more than 20 years, and we are committed to maintaining our high standards of service. However, as you may be aware, the costs of hardware and labor have risen… Read more »
Pull Up a Seat for a Learning Café Session
Join Lani Lowing for this month’s Learning Café! Lani will lead a discussion on the many educational resources available to CU*Answers clients and what options might best fit the needs of your teams and staff members. Topics discussed will include: How to register for a course Reference materials available Show Me the Steps Our OnDemand… 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! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Take a Look at the CU*Answers University Courses for December!
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 December! Learn 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
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