Lenders, Check Out Our Time Saving Tip for the Loan Queue (Tool #2)! Do you enter the loan queue (Tool #2) several times each day? Check out this time saving tip! Do you want to always see the previous week’s applications first? Save that date range in your Saved Settings and that relative date will… Read more »
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
Keep Your SSN Database Clean with these Tips! Reviewing your key member and non-member files for any duplicate Social Security Numbers is an important task that your credit union should routinely perform. The sooner duplications are found, the easier corrections will be and the fewer potential consequences you’ll need to worry about. The SSN Verification… Read more »
Calculate Your Members’ Negative Balance in a Snap! Interested in knowing if your Automated Non Return/Courtesy Pay program is working as expected? Are you trying out a new configuration and want to spot check that members are getting the negative balance you would expect? The Automated Non Returns (ANR) Calculator shows you members’ negative balance… Read more »
Reward Your Members with a Credit Card Cash Back Program, Customized with Several Great Features! Have a Credit Card Cash Back program or thinking of starting one to reward your members for using your credit union credit card? Configure your rewards program with Tool #1550: Credit Card Cash Back Program Config., built right into CU*BASE! … Read more »
“Snip” and “Paste” Text from a CU*BASE Screen Want to copy a phone number (or any text) from CU*BASE to another application such as a phone client or label editor? Skip the paper and use your mouse instead! Navigate to the Inquiry screen or a screen where the data is located. Snip the text! Click… Read more »
The Quickest Way to Find Your Balance is Text Banking! Did you know: the quickest way for a member to find out their balance does not involve a username and password, or even a finger print? It just requires them to have a phone! Save your members time and introduce them to Text Banking! Once… Read more »
Reach Members Faster with the Append Email Address Tool Data analysts, marketers, and other credit union staff: check out this method to easily add member address to an existing database file! Once the database file has been created, either from dashboard export or via Report Builder, access Tool #1640: Append Member Email to Existing File… Read more »
Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts This feature can be used for example to track “beneficial owners” on organizational accounts, but the features are also useful for tracking other ownership types, such as power of attorney (POA) and payable on death (POD) relationships. Now your credit union can designate owners… Read more »
One Less Click When Ordering a New ATM/Debit Card at Account Opening! Keep forgetting to check the ATM/Debit card box when opening a new checking account? Cure that annoyance with a workflow control change that automatically checks the “Order ATM/Debit card” box on the “New Account Creation” screen by default. Now your Member Service Representative… Read more »
We’re excited to offer a 90-day FREE trial of Analytics Booth for new users!
With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories! Customize alerts to be notified of key metrics and glean data from our 12 available dashboards. Free up valuable labor hours by taking advantage of automated customized daily alerts – no need to perform a manual check!
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 and enhance the security of their systems and to protect member information. Discover More
Did you know? Mobile 5.0 give members the option to personalize their accounts while also giving them access to a reinvigorated navigation, a new accounts dashboard, a new RDC process and much more! Find Out More
