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 »
Did You Know: Activate a Credit Card Cash Back Program Did you know that your credit union can reward members for their credit card purchases each month with a percentage cash back, posted as a credit on their credit card loan? At the end of each month, a percentage of the members charges are paid… Read more »
Did You Know: Find FREE Opportunities for Loan Cross Sales with Refinance Triggers Help strengthen your existing cross sales program or lay the foundation to start a new culture. Make your loan interview for one loan be an opportunity to sell another! When you analyze your member’s credit report, it is a great time to… Read more »
Did you know: Give Your Members Rebates on Debit and ATM Purchases You might be familiar with credit card cash back programs, but did you know you know you can also reward your members with cash rebate rewards when they make purchases using their debit/ATM cards? Add a Card Activity Rebate (CAR) to your member… Read more »
For 50 years, CU*Answers has been driven to be a forward-thinking organization, always pushing toward the next thing we should be doing, the next horizon, the next challenge to overcome, the next opportunity to harvest. Looking backwards too… Read the Report to Owners
Best Customer Data Implementation Award
Payveris worked with CU*Answers, a Credit Union Service Organization (CUSO) that pools together resources from a large number of smaller credit unions, to provide services that aren’t accessible to individual credit unions. The companies created a data exchange and bill pay dashboards that unlock insights for hundreds of credit unions.
Imaging Solutions is looking to leverage the power of the network to compel vendors to get to the table on your behalf.
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