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.
Update to CU*Forms Arriving 2/13 – Custom FormFLOWs, New Member Search & More
On Thursday, February 13th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Added the ability to mass update CU*BASE fields. Ability to create custom FormFLOWs. New Member Search, including the last 10 accounts accessed in CU*BASE. Ability… Read more »
Learn All About the New Credit Card Loan Application – Join One of Our Training Sessions
In December, a new credit card loan application for It’s Me 247 desktop and mobile banking was made available for all credit unions that support online credit cards. Many credit unions have already taken advantage of new features including the improved member workflow, options for tailoring the application, opportunities for marketing to targeted members, and… Read more »
How Do I Request Upload/Download Permissions for CU*BASE?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Two for Tuesday with CEO Geoff Johnson – 02/11/2025
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.
APSN Fees Weekly Report Changing to Daily
Based on requests from many credit unions, we will be adjusting the new AP/SN report (see the original announcement) so it will run daily for all credit unions. This should help CUs who have a lot of transactions, allowing you to work smaller batches each day. Since reports are archived to CU*Spy, your credit union can still wait… Read more »
The Next HA Rollover is Coming March 9th – We Need You to Perform a Connectivity Test!
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center in Kentwood, MI to our high-availability (HA) data center in Yankton, SD. The next HA rollover is scheduled for Sunday, March 9th. The rollover is scheduled to begin at 3:00 AM ET on Sunday, March 9th with the rollback planned for… Read more »
Join Lender*VP for a Conversation on Loan Application Workflow
Join Lender*VP for our upcoming Conversation On Loan Application Workflow in CU*BASE! Join your network peers for a discussion on how they currently manage loan application workflows, which elements are working well, and where the workflow might benefit from changes. Have questions or feedback that you’d like to share? We encourage you to present these during this… Read more »
Glia and CU*Answers Present: Building a Virtual Branch with a Human Touch
Join Glia and CU*Answers for an upcoming webinar – Building a Virtual Branch: Digital-First Interactions with the Human Touch. During this event, Glia will discuss their virtual branch solution, which combines the convenience of in-person banking with the efficiency of online services. This webinar will explore how your organization can leverage Glia’s Unified Interaction Management… 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… Read more »
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Learn All About Using CBX Tools for Compliance with the Bank Secrecy Act
Do you have supervisory personnel who would like to learn more about the configurations and operation of CBX tools for use in monitoring, evaluating, and reporting on events associated with BSA compliance? Encourage them to register for our upcoming webinar! Use the button below for more information and registration. Register Now
Join Network Services for our October Boot Camp
Join us October 29th and 30th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to register today. Register Now
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