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.
Jump into a Dashboard Dive: Relationship Analysis
Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard. Have you ever wondered how many members you have between the age of 18-25? Or have you wanted to see a membership break down by age? Learn how to use this dashboard… Read more »
Jul 11, 2019
Have You Read the Latest CUSO Magazine Articles?
As discussed at this summer’s Leadership Conference, CUSO Magazine offers a variety of articles written by CU*Answers staff. Check out some recent highlights below: A History of Credit Unions by Esteban Camargo, Manager of Communications and Content Marketing Is Retail Banking Really One Size Fits All? by Julie Gessner, VP of CMS Sales “I’m Not… Read more »
Jul 11, 2019
A Follow-Up on Upcoming Statement Changes
ATTENTION STATEMENT PROCESSING CONTACT Recently, your credit card statement vendor was notified of changes to the flat file for credit card statements to accommodate a revised layout so that “Fees” and “Interest Charged” are separated out per the requirements of Reg Z. The notification also includes updated Statement Field Rules that comply with the new… Read more »
Jul 10, 2019
Thinking Ahead to the CU*BASE 19.10 Release
ATTENTION SELF-PROCESSING CREDIT UNIONS One of the projects to be included in the CU*BASE 19.10 release this fall will allow us to support CUs having multiple bill pay and P2P providers. Because all processing for bill pay and P2P runs through CU*Answers and our production server, we must deploy the changes for this project to… Read more »
Jul 10, 2019
Reminder: It’s Me 247 Rollover Scheduled for July 17-18
As mentioned in our previous communications detailing the PIB rollover that occurred in May, CU*Answers will be performing a full rollover of It’s Me 247 this summer. This rollover is scheduled to begin on Wednesday, July 17 at 6:00 AM ET and will conclude on Thursday, July 18 at 6:00 AM ET. This process will… Read more »
Jul 10, 2019
Next Week in Xtend Webinars: Member Reach and RevGen
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, July 16 2:00 PM – 2:30 PM ET Member Reach: Convenience, Simplicity and Control Wouldn’t it be… Read more »
Jul 9, 2019
Video of the Week: Phone Inquiry as a Collections Tool
Phone Inquiry as a Collections Tool Refer your staff to this video and show them how they can find key collections information by using the Phone Inquiry option when creating or updating a collection card in CU*BASE! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Jul 8, 2019
Learn About the New Look & Navigation Changes Coming to Payveris PASS
Payveris will be updating the look for the member information screens in PASS at the end of July. Join us for an overview of the new look and navigation changes coming at the end of the month. During this webinar, we will discuss screen changes to be introduced to the View Member PIN dashboard and… Read more »
Jul 8, 2019
July Owner’s Voice Voting is Live!
July has begun, and this month’s new voting posts have been created. Log in to Owner’s Voice and let us hear your voice by voting on these topics! Also, the Owner’s Voice Team has compiled June’s voting data into our Owner’s Voice Voting Report. You can review these, and view the new CU*BASE projects that… Read more »
Jul 8, 2019
Don’t Miss This Week’s Dashboard Dive: Loans Paid Ahead Dashboard
Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #479, the Loans Paid Ahead Dashboard. Learn how to utilize this dashboard to identify loans which are being paid off ahead of schedule. Analyze your portfolio by Loan Category, Purpose Code, or Security Code to see exactly… Read more »
Jul 8, 2019
We Want Your Input on Teller Automation!
Has your credit union purchased ITMs or other Self-Service Kiosks? Are you utilizing tablets as part of your member experience? Maybe you… Tell Us!
Extended Hours
The Client Services and Education Team now supports extra hours for our credit unions, from 7:30 AM ET until midnight!
Check Out The 2019 Leadership Videos
Want to watch or share the 2019 Leadership Conference videos? They’re available on the web and you can view them at cuatv.com. Check Them Out!
