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.
A Note From the Help Desk: SonicWall Global Management System Maintenance
ATTENTION NETWORK SERVICES FIREWALL MANAGEMENT CLIENTS SonicWALL Global Management System Maintenance What Are We Doing? We will be performing an upgrade to the platform that manages and reports on firewall and remote access activity, the SonicWall Global Management System (SGMS). Why Are We Doing This? We are performing this upgrade to ensure the continued reliable… Read more »
Investments Since the Last Round of Stimulus Checks
With all the talk in the news about the next round of stimulus checks, some of you may be wondering how this event might go compared to the last one. While there is no way anyone can predict the future, especially these days, we have made some investments over the past six months we wanted… Read more »
With eAlerts, Members will Know when Stimulus Payments Arrive!
Encourage your members to sign up for the convenience of eAlerts today! eAlerts will keep members informed of incoming and outgoing transactions in It’s Me 247 and Mobile App. If your members are looking for incoming checks or other deposits arriving via ACH, eAlerts will notify them within 30 minutes of the transaction clearing! This… Read more »
Video of the Week: Generating an eReceipt
Generating an eReceipt Need a quick way to show your staff how they can generate an eReceipt in CU*BASE? Refer them to this video, which has been viewed 759 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Review AuditLink’s Employee Termination Checklist for FREE
Has an employee recently left your credit union? Do you need help reviewing access points to sensitive information? AuditLink’s Employee Termination Checklist can help ensure that you’ve reviewed all relevant items! The Employee Termination Checklist is FREE upon request – to get started, click the button below to visit our online store. Visit the Store
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 Q420 Call Report any time after January 1, but be sure… Read more »
Join AuditLink on January 12th to Learn About our Cooperative Approach to Vendor Management
AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country. We set the standards for vendor due diligence for a national audience. Our Meet AuditLink series focuses on Vendor Management and the people who drive the innovation and technology that sets us apart from all others. This informative… Read more »
Year-End is Almost Here: Are You Ready?
The end of 2020 is fast approaching! Are you ready for year-end processing? Before December 31, ensure that you have entered mortgage points paid and other 1098 data into the tax file, as well as completing regular month-end processing tasks. From January 1 – January 6, things move quickly! As soon as possible, review the… Read more »
Pull Up a Seat for a Learning Café Session
Do you want to update your own mobile app content, including advertisements, button links, branch information and much more? Using CU Info and Mobile Manager is easy! Updates are immediate and your members will enjoy up to date information about credit union products, promotions, and the services you offer. Join Barb Cooper of the MTG/IRSC… Read more »
Kick Off the New Year with Analytics Booth!
Take on the new year with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth! Take advantage of operational trend lines and organizational insights accessible anywhere you have an internet connection. Never wait for the end of the month again to review your performance – enjoy daily… Read more »
We’re Excited to Announce a New eSign Experience for Your Members!
Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, are pleased to announce a new eSign experience for your members! Starting Wednesday, May 27th, the following enhancements will be available as part of eDOCSignature both online and via… Learn More!
Join Us for a FREE Education Express Webinar!
Wednesday, February 3
3:00 PM – 3:30 PM ET
This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.
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