Client News provides the information you need to stay current with what’s happening.
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Video of the Week: CU*BASE GOLD First-Time Login – Part 2: ProDOC
CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into 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!
Join Us for a FREE Education Express Webinar!
Wednesday, April 10th 2:00 PM – 2:30 PM ET This Month’s Focus Introduction to AuditLink AuditLink’s mission is to aid credit unions in meeting regulatory guidelines and to mitigate risks associated with running a financial institution. AuditLink can reduce the added work imposed by regulators, ease the pressures common to the execution of daily work,… Read more »
Nominations Period Closed – 2024 Xtend Election
Per our Board Member Handbook, this is the official notification that the period for receiving nominations to fill seats on the Xtend Board of Directors has closed as of March 31, 2024. Voting Electronically We will be offering an electronic voting option for the 2024 Xtend Board of Directors election, using the Simply Voting tool… Read more »
Nominations Period Closed – 2024 CU*Answers Election
Per our Board Member handbook, this is official notification that the period for receiving nominations to fill seats on the CU*Answers Board of Directors has closed as of March 31, 2024. The CU*Answers Board of Directors met to set the final ballot for this year’s election. Ballots will be sent electronically to all owners during… Read more »
Join Us for the 2024 CU*Answers Leadership Conference!
Register for the 2024 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »
In Case You Missed It – Late March 2024
Take a look back at some important topics from the second half of March 2024: Join Us for the 2024 CU*Answers Leadership Conference! Increase Membership Growth with Referral Program Incentives! Take a Look at the CU*Answers University Courses for April! Round out Leadership Week with a Golf Outing! CU Info Offers a Convenient Way to… Read more »
Custom Campaigns: Turning Your Vision into a Reality
Check out our Custom Campaign service! CU*Answers Marketing offers a variety of campaigns for multiple platforms available on our online store. But what if you have an idea for something not listed in our store? CU*Answers Custom Campaigns are the perfect solution! Have a service you would like to highlight? Looking for promotional materials for… Read more »
It’s Me 247 Layout 2 Presents New Widget and Branding Options!
It’s Me 247 Layout 2 Presents New Widget and Branding Options! With It’s Me 247 Layout 2, your credit union has access to new widgets within online banking, including the card control widget, account summary widget, loan widget, link widget, list widget and a download cleared checks widget. Also included within It’s Me 247 Layout… Read more »
Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Join Lender*VP for a Demo of CLR Path Decision Advisor!
Lender*VP welcomes you to join our upcoming webinar for a demo and discussion on CLR Path! CLR Path is a decision advisor tool that uses your unique relationship with members to help you make underwriting decisions. This is a FREE tool that is available for our credit unions to use! As a future enhancement, we… Read more »
Investment Options for Members via Online Banking!
Meet InvestFi! InvestiFi empowers members with the freedom to buy, sell and hold investments. During April and May, CU*Answers and InvestiFi will be hosting a series of webinars to explore the work that has been completed between our teams to bring investment and cryptocurrency options to members right from It’s Me 247. To register for these upcoming webinars, click the button below! Register Now
Custom Campaigns: Turning Your Vision into a Reality
Have a service you would like to highlight? Looking for promotional materials for your next special? Want to keep your members updated with eye-catching promos? Custom Campaigns can do it all! Share your ideas with us and watch them come to life. Click the link below to place your order today! Order Now
CU*BASE Release 24.05 is Arriving Soon
The Online, Self-Processor, and Site-Four Release Date is May 5. Want to see what is coming with the release? Attend one of our Release Review webinars! For registration and additional info, click the button below. Learn More
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