Client News provides the information you need to stay current with what’s happening.
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In Case You Missed It – Late December 2024
Take a look back at some important topics from the second half of December 2024: CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Tax Statements in Online Banking – Providing Convenience for Your Members! Business Check Deposits Made Easy with CheckLogic Biz SSO Get Ready for the 2025 Cooperative Campaigns! The… Read more »
2024 Year-End Bulletin #3: Reminder – Complete Year-End Verifications by Monday, January 6
Welcome to 2024 Year-End Processing Bulletin #3: Reminder – Complete Year-End Verifications by Monday, January 6 These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information December 31, 2024 Don’t forget that Beginning-of-Year/Tax File Verification Reports must be… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/31/2024
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.
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q424 Call Report any time after January 1, but be sure… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
License Verification Tool is Now Available with MOP 3.0!
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Video Now Available: CU*BASE Call Report Training
Check out our latest video for a review of the CU*BASE Call Report Toolkit! If you missed the recent webinar hosted by Earnings Edge, a recording of this session is now available – this video includes a walkthrough of the steps for creating a Call Report on CU*BASE, the configuration of account codes, how to… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! In this special edition of Documentation Digest, we’ll be focusing on CU*Forms, highlighting a booklet that details… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/24/2024
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.
Prevent Fraud with Positive Pay for Your Business Members
If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written. Any… Read more »
The 2025 CU*Answers Leadership Conference is Coming
Register for the 2025 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our shared partnership! Click the button below for more information. Learn More
Lender*VP Invites You to Learn All About Rise Loan Payment Solutions
Rise is a loan payment collection module which gives members the convenience of paying loans with any device, using Visa, Mastercard or ACH. Interested in utilizing Rise as a loan payment solution for your organization? Click below to register for an upcoming webinar, where we will offer a detailed look at Rise! Register Now
Elevating the Member Experience through Digital-First Banking
As financial services evolve at lightning speed, credit unions need solutions that work seamlessly with their core platforms. Join Glia and CU*Answers for our upcoming webinar – Elevating the Member Experience: The Power of Digital-First Banking. Interested in learning more? Click the button below to register today! Register Now
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