Client News provides the information you need to stay current with what’s happening.
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Check Out the ORD University Courses for July!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of July, we will be hosting a set of webinars relating to the Organizational Resource Development Team. Take a look at the courses we have coming up! Monday, July 15 10:00… Read more »
Jun 28, 2019
Get Connected with Kyle Karnes
Get Connected is a monthly webinar series focusing on CU*Answers Management Services and the people who drive them. These brief 30 minute sessions will introduce participants to CU*Answers Management Services and the value each service brings. Sessions will include a discussion of what’s hot in the industry and help participants plug into key resources within… Read more »
Jun 28, 2019
In Case You Missed It – June 2019
Take a look back at some important topics from June 2019: A Quick Tip for Report Writers – Use the Better Date from CUFMAINT A Quick Tip for Data Analysts – Use the Simple Copy/Save Options on Charts and Tables May CU*BASE Monthly Monitor Recap Top 5 Tips for Managing Your Data Warehouse Order a… Read more »
Jun 28, 2019
Xtend is Offering Discounted Email Blast for July 4th!
Independence Day is coming up next week! What has your Credit Union done to communicate branch closings? For as low as $30.00*, Xtend can be your solution to raise member awareness of Holiday Closings. All you have to do is sign up before the end of the day on Monday, July 1st! To request a message… Read more »
Jun 27, 2019
Upgrade to 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 »
Jun 27, 2019
Take a Look at the CU*Answers University Courses for July!
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 July! Tuesday, July 16 2:30 PM – 3:30 PM ET Web Accessibility and You Register for web conference Wednesday, July 17… Read more »
Jun 26, 2019
Have You Heard About CUSO Magazine?
Have you heard about CUSO Magazine? 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: The Five Keys to Internet Retailing by CEO Randy Karnes The Logic and Lipstick of GUI Design by Amanda Grieves, Technical Writer Is a Smiley… Read more »
Jun 26, 2019
Analytics Booth Static Pool Analysis Now Available!
The 19.06 release has been implemented – as we showed at the 2019 Leadership Conference, Static Pool Analysis and Peer Comparison features are now available in Analytics Booth! Benchmark your operations against your peers and shed new light on your loan portfolio performance, brought to you by Asterisk Intelligence. Analytics Booth trends thousands of operational… Read more »
Jun 26, 2019
5300 Call Report: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd 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 Q219 Call Report any time after July 1, but be sure… Read more »
Jun 24, 2019
Video of the Week: Opening Sub-Accounts
Opening Sub-Accounts Need a quick way to show your staff how they can open sub-accounts for a member 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!
Jun 24, 2019
Get Involved – We Want to Hear Your Voice
Discuss and vote on upcoming projects at CU*Answers. Log in to Owner’s Voice and let us hear your voice by voting on these topics!
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!
The Data Warehouse is Available
A brand-new feature for storing the data you always wished you had in CU*BASE!
- Upload new information from any outside source (vendor reports, email platforms) for storage or analysis.
- Collect the special data set called Phone Optics for deeper analysis studies.
And much more!
