Did You Know? Reach Members Faster with the Append Email Address Tool

Did You Know? Reach Members Faster with the Append Email Address Tool

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 »

Dec 14, 2020

Did You Know? Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts

Did You Know? Record Beneficial Owners and Other Miscellaneous Secondary Names on Member Accounts

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 »

Oct 7, 2020

Did You Know? You Can Report Charged-Off Negative Balances to the Bureau for Further Collection Efforts!

Did You Know? You Can Report Charged-Off Negative Balances to the Bureau for Further Collection Efforts!

Did you know: you can report charged-off negative balances to the Bureau for further collection efforts? The CU*BASE automated charge-off tool allows you to remove savings and checking accounts (at a negative balance) from the books.  But did you know you can also send a one-time record to the credit bureaus at the same time? … Read more »

Apr 9, 2020