Conversations On Deposit Operations and Member Service

Conversations On Deposit Operations and Member Service

For many CUs, serving members today is a whole new ballgame. Let’s talk about cool tools that credit unions are researching and experimenting with now, as well as ideas for new ways to perform the meat-and-potatoes services that are part of every credit union’s core competencies. From dividends, member investments, fee and service income, to member rewards programs, statements, and building the lobby of tomorrow…let’s talk about what’s hot, what’s out there now, and what’s needed for the future.

Meeting Schedule

  • Tuesday March 19, 2024 – 3:30-5PM ET
  • Tuesday June 11, 2024 – 3:30-5PM ET
  • Tuesday September 3, 2024 – 3:30-5PM ET
  • Tuesday December 4, 2024 – 3:30-5PM ET

If you are interested in being added to any of the invitations you can email Keegan Daniel (kdaniel@cuanswers.com) or can join our mailing list to be notified of upcoming meetings, happenings, etc. If you have already registered for the mailing list, you will automatically be added to all future invites, so it isn’t necessary to request to be added to the mailing list more than once.

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Updated
January 30, 2024

Learn How You can Participate in the Post-Release Validation Process

Learn How You can Participate in the Post-Release Validation Process

Post-Release Validation (PRV) engages credit unions to participate in the validation process for software changes that are released to the network – for both major releases and as-needed projects.  PRV keeps communication channels open between CU*Answers and our credit unions, encouraging participation in the verification process – this includes live environments, as we can verify… Read more »

Mar 10, 2022

Help Us Shape the Future of Xpress Teller – Join Us for a Roundtable Discussion

Help Us Shape the Future of Xpress Teller – Join Us for a Roundtable Discussion

Xpress Teller is the new, separate teller processing platform to CU*BASE, designed to be highly configurable and streamline the teller experience.  Next month, we will be hosting a roundtable where we will discuss teller processing tools, internal procedures and CU*BASE processes.  Additionally, we will provide a demonstration of current Xpress Teller features and will discuss… Read more »

Feb 22, 2022

Use the Tools You Own to Meet the Changing Financial Needs of Your Members

Use the Tools You Own to Meet the Changing Financial Needs of Your Members

CU*BASE offers robust toolsets that can help you meet the changing financial needs of your members and your community while ensuring the maximum benefit to your revenue, supporting dividend rewards to your members, and verifying that service charges and operating fees are accounted for.  Interested in reviewing these items?  Visit our online store to check… Read more »

Jan 25, 2022