“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 »
Did you know: Skip-a-Pay for Weekly and Bi-Weekly Loans Did you know that members with weekly and bi-weekly payments can use the CU*BASE and It’s Me 247 Skip Pay programs to automatically skip a payment? Previously, members with these frequencies received an error message when they tried to skip a payment online. Now, the Skip… Read more »
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 »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in March!
April Campaign – Go Green with eStatements
Celebrate Earth Day 2021 with eStatements and give your members an easy way to save a little paper! Promote this great service with the April eStatement campaign. Various CU*Answers teams, including Marketing, Web Services, and the Internet Retailer Support Center (IRSC), will work with you to execute the campaign to different channels including your Online Banking Community page (OBC), MAP site, and mobile app for member engagement.
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
