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.
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
2024 Year-End Bulletin #2: Your First Deadline
Welcome to 2024 Year-End Processing Bulletin #2: Your First Deadline 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 November 8, 2024 ONLINE CREDIT UNIONS You must review and update your Tax Form Handling Instructions (Tool #916) no later… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
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 »
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 share these… Read more »
CU Info Offers a Convenient Way to Update Your Credit Union’s Information!
CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Wouldn’t it be great to update hours instantly? No more waiting or emailing thanks to CU Info, powered by CU*Publisher. With CU Info, it’s your product on your schedule! What Info Can I Manage? In addition to managing the members of your CU*Publisher… 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 »
Reminder: Update to G/L Series for Xtend Shared Branching
You recently may have noticed G/L series 198.xx and 199.xx appearing on your financial statement as Xtend Shared Branching. Beginning in November 2024, Xtend will be moving participating shared branch credit unions from 134.xx income G/Ls, to 199.xx to align with the 999.xx liability G/L. Once the project is completed, the 134.xx series will be… Read more »
Two for Tuesday with CEO Geoff Johnson – 11/05/2024
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.
October Owner’s View Monthly Recap
Check out recent programming changes in the October 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 »
Meet AdvantageCIO – New Year, New Partnership!
Join AdvantageCIO for a 45-minute webinar as we introduce the experienced team at Damian Walters & Associates, LLC and share with you details of the new partnership designed to provide professional services at an affordable price. Click the button below to register for this upcoming webinar! Register Now
CUaxis February Education Series
Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in February, where we will explore services and features available to your organization. These courses will be held between Tuesday, February 17th and Thursday, February 19th. Please use the button below to learn more and start your registration. Register Today
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 programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register now. Register Now
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