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 »
Sign up by April 20th
It’s never too early to start planning and saving for college or future careers! Let your members know all the savings options available to them and their family members. 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.
Now at a 15% Discount – Communicate Valuable Information to Members with Custom Website Banners
Need to communicate changes in branch hours or updates to policies and procedures? As new information is presented frequently during these changing times, you can convey important messages to members as soon as they visit your website via a custom website banner.
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
