Client News provides the information you need to stay current with what’s happening.
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Tax Statements in Online Banking – Providing Convenience for Your Members!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
November Owner’s View Monthly Recap
Check out recent programming changes in the November 2024 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 Recap… 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! Click on the links below for a deeper dive into each item, and don’t forget to share these… Read more »
Join Us for a Conversation on Deposit Operations: Fee Waivers & Relationship Pricing
We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on how CU*BASE can be used for relationship pricing, fee waivers, and analyzing data. Engage with your peers to learn how they are utilizing these features and explore the benefits these can provide to your credit… Read more »
Don’t Forget to Make Your 2025 MACO Decisions!
As we move into the 2025 calendar year with MACO, we are asking our credit unions to select their order options. Please note that the 2025 prepay cost for MACO is now $2.00/user. Your credit union can select if you would rather: Prepay for a set number of licenses for the 2025 calendar year True-up at the… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/03/2024
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.
Reminder – Arriving 12/3: New Credit Card Loan Application
Tomorrow, December 3rd, we will be deploying the new credit card loan application for It’s Me 247 desktop and mobile banking! All online and Site-Four credit unions will receive the application on December 3rd, while self-processors will get the application with the 24.12 CU*BASE release. The new credit card loan application features an improved member… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!
You’ve spent weeks reviewing CU*BASE Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CU*BASE Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »
CU*Answers and InvestiFi Invite You to Learn About Investment Options for Members via Online Banking
Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution. CU*Answers and InvestiFi will be hosting a webinar where we will explore the work… Read more »
Join Us for a Live Demo of Retailer Direct
Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE! Utilizing an online application portal, business retailers offering goods or services can finance loans for members and non-members alike with your credit union.
If you’d like a deeper dive into these features, Lender*VP invites you to join our upcoming webinar as we present a live demo of Retailer Direct! To register, click the button below. Register Today
Join Us for a Series of Educational Events in July!
The CU*Answers Education Team invites you to join us for a series of events coming in July! These popular half-day training events usually begin around 1:00 PM ET, which isn’t always easy for our credit union partners located in the western region. This summer, we’re presenting options that we hope will be more convenient for your staff. Click the buttons below to register for any/all events that you and your staff wish to attend! Click the button below to learn more. Learn More
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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