Client News provides the information you need to stay current with what’s happening.
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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 »
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 »
The World is Changing Fast! AdvantageCIO is There to Help
Since 2011, AdvantageCIO has provided virtual CIO consulting services and compliance documentation, including Comprehensive Information Security Programs, GLBA-mandated cyber board reporting, IT risk assessments, disaster recovery and business continuity plans, business impact analysis assessments, cybersecurity assessments, and others. Starting this month we are making some internal shifts when it comes to the players on this… Read more »
Join Us for Our 10th Annual Conversations on Compliance Event!
Join us for the 10th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 14th, from 9:00 AM to 3:30 PM ET. This year’s event will include presentations by: AJ Schalk, AVP AuditLink Sarah Stevenson, VP Regulatory… Read more »
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 »
11th Annual Conversations on Compliance Event
Save the date for our 11th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 13th, from 9:00 AM to 3:30 PM ET. Use the button below to register now! Register Today
Join Us for Asterisk Intelligence Week
Join the Asterisk Intelligence team for query, dashboard, and data analytics training during Asterisk Intelligence Week! Between Monday, May 4th and Wednesday, May 6th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a set of webinars on Thursday, May 7th. Use the button below to register for your desired sessions – we look forward to engaging with you during Asterisk Intelligence Week! Register Now
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
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