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 »
Did you know: you can record permanent notes on non-members, and save them when they become members? No matter which avenue your credit union uses to find new members (loans, membership applications or online applications), your staff can use the ‘Non-Member Notes’ feature to record permanent notes on people before they become members. When co-borrowers,… Read more »
Did you know you can configure your online banking loan officer names for friendlier communication with members? Setting your online bank officer names can help expedite requests for members to their favorite loan officer! You can edit how the name appears; to show only a first name, a nickname, or even something generic such as… Read more »
Did you know you can make ‘Currently Serving’ the default for your tellers? Set your workflow controls so that “Funds in/serving another member” is used automatically, and tellers don’t have to remember to select it. Access Tool #1004 Workflow Controls: Teller Member Service to change your default Teller Process Code to “Funds in/serving another member.”… Read more »
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
What are the Contests?
CU*Answers Marketing Contests are run quarterly for two consecutive months and have full electronic collateral package available. Contests are FREE to participate in!
Get in front of your members
With the Cooperative Campaign, you have the option to enroll ahead of time for the entire 2021 year or you can sign up monthly and pick and choose which months you would like to participate in.
Visit the Internet Retailer Support Center online store to find out where you can shop, see what other credit unions are doing, customize your options, load your cart, and even pay instantly via a credit card! Take a look!
