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.
A Note From the VP of Education Happy birthday to CU*Answers! By now you’ve heard about how 2020 marks the 50th anniversary of our CUSO. In the spirit of the year-long celebration that’s being planned, the Education Team has worked very hard with our other teams to deliver you some really great education content in… Read more »
Are you looking for information about future releases? Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools? Stay current by subscribing to CU*Answers newsletters. Read about topics beyond the CU*BASE software and how to pull it all together.
Cybersecurity and resilience are serious economic concerns rapidly spreading throughout the credit union industry as the risk of data breach and fraud continues to expand. As an engaged and committed CUSO, CU*Answers has the professional resources available to learn about cybersecurity requirements and help credit unions design and build the infrastructure needed to continually monitor… Read more »
The Internet Retailer Support Center (IRSC) is a CU*Answers online store for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites!
CU*Answers wants our clients to be successful. Not only do we say it, but we’re walking the talk as well. Announcing, Building the Factory! This series of documents backs up our desire for your credit union to thrive and get the most out of your partnership with CU*Answers and the powerful toolset we provide. The… Read more »
Let Xtend process your Year End Closing for Free! Complete our “Year End Closing Form” and let Xtend Back-Office Bookkeeping know that you’re ready. Please allow 2-3 business days for Xtend to process your Year End. Xtend, Inc. (866) 981-4983 | firstname.lastname@example.org
ATTENTION ONLINE CREDIT UNIONS As announced in the 19.05 CU*BASE release and the 19.12 CU*BASE release, beginning March 21, 2020 and continuing monthly for CU*Answers online credit unions, we will begin purging tracker conversations that are outside of the configured retention schedule. We recommend configuring your retention schedule now so that you are prepared when… Read more »
Did you know you can make ‘Currently Serving’ the default for your tellers? Set your workflow controls so that “Funds in/serving another member” is used automatically, and tellers don’t have to remember to select it. Access Tool #1004 Workflow Controls: Teller Member Service to change your default Teller Process Code to “Funds in/serving another member.”… Read more »
AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country. We set the standards for due diligence for a national audience. Vendor Watch is a monthly webinar series focusing on Vendor Management and the people who drive the innovation, technology that sets us apart from all others. Join… Read more »
January’s new voting posts have been created. Log in to Owner’s Voice and let us hear your voice by voting on these topics! Also, the Owner’s Voice Team has compiled December’s voting data into our Owner’s Voice Voting Report. You can review these, and view the new CU*BASE projects that have been added to the… Read more »
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, January 14 2:00 PM – 2:30 PM ET Losing the Love Members don’t always verbally tell you… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2019 edition of the CU*BASE Monthly Monitor Recap! December 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items in 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!
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Wednesday, January 8 2:00 PM – 2:30 PM ET HTML eStatement Notifications Turn your standard plain-text eStatement notification… Read more »
Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection. Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »