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.
Reminder – Action Required: We Need You to Submit an Updated W-9 Form
The following Client News item applies only to credit unions who received the associated email: CU*Answers recently received a notice from the IRS that there are names and tax ID numbers for some of our client credit unions which do not currently match IRS records. In order to avoid being charged penalties, we are asking your… Read more »
Join Us to Learn All About the Benefits of License Verification in MOP!
Join Kristian Daniel, VP of Client Services & Education, along with individuals from Daon for a discussion on the benefits of using the license verification tool within MOP (Membership Opening Process). During this event, we will discuss the benefits that we are seeing with the license verification tool. We will also take a look at… Read more »
Two for Tuesday with CEO Geoff Johnson – 10/15/2024
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.
BizLink 247 – Designed for the Unique Needs of Business Members
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 »
Two Open Positions Available on Xtend Shared Branching Committee
As of October 11, 2024, we will have two (2) open positions with the Xtend Shared Branching Advisory Committee. If you would like to have the opportunity to sit on the Shared Branching Committee, please submit your resume and a cover letter to the Xtend Shared Branch Advisory Committee via email at info@xtendcu.com; please include ‘Xtend SBC… Read more »
Update to CU*Talk Arriving October 23: Here’s What You Need to Know
In late July of this year, CU*Answers made a change to our internal phone system, as we moved over to the Zoom phone platform. Why replace CU*Talk? Because we consistently see over 700,000 minutes every month across our network – a clear sign that many members still rely on this method of communication. The new CU*Talk… Read more »
Action Required: We Need You to Submit an Updated W-9 Form
The following Client News item applies only to credit unions who received the associated email: CU*Answers recently received a notice from the IRS that there are names and tax ID numbers for some of our client credit unions which do not currently match IRS records. In order to avoid being charged penalties, we are asking your… Read more »
Let Your Members Know About Inclement Weather Closings with Mobile Alerts, Powered by CU*Publisher
Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… 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 »
Thinking About Turning on MFA? Upgrade Your Mobile App Today!
Attention credit unions using Mobile 6: Last week, we sent out a communication which detailed that credit unions planning to take advantage of the new MFA functionality for online banking would need to upgrade to Mobile 7. Many credit unions have already made the move – don’t get left behind! For credit unions that have… Read more »
Get the Most Out of CU*Forms
Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of CU*Form. Click the button below to register! Register Now
Learn All About the NEW Online Banking Secured Loan Application
The Lender*VP and IRSC teams invite you to join one of our upcoming webinars, as we dive into the NEW online banking Secured Loan Application! We will demo the app and walk you through the process of setting it up in CU*Publisher! Use the button below to register for one of the upcoming webinars. Register Now
Join Us for a Dive into Administrator Features Available in TLC!
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Click the button below to register today! Register Today
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