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.
You may also want to check out the press release section.
Check out recent programming changes in the December 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 »
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 »
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 »
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 »
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.
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 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 »
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 »
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 »
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 »
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 February! Learn More
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. Credit unions can follow along in Bedrock Training Credit Union. For more information, click the button below. Learn More
The next GOLD updates are currently scheduled for: