Tuesday, June 9 2:30 PM – 3:00 PM ET This Month’s Focus See/Jump Features in It’s Me 247 Online Banking Join the Client Services and Education team for a FREE refresher of the See/Jump features in It’s Me 247 Online Banking! We will provide an overview of these features by sharing and highlighting CU*BASE reference… Read more »
Thursday, May 21 2:30 PM – 3:00 PM ET This Month’s Focus Review of It’s Me 247 Online Banking Join us for a FREE refresher of It’s Me 247 Online Banking during this month’s Education Express! We’ll show you how to access our demonstration accounts and view all that you can offer to your members. … Read more »
Monday, April 13 3:00 PM – 3:30 PM ET This Month’s Focus Member Trackers in CU*BASE Join the Manager of the Collections and Conversion Contact Center Team to learn more about using Member Trackers in CU*BASE. The Member Trackers system is a helpful and easy-to-use tool that can help credit union staff stay on top… Read more »
Thursday, March 12 2:30 PM – 3:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer. During this Education Express, we will discuss: How to assign or remove a Security Officer How to locate and complete a… Read more »
Thursday, February 13 3:00 PM – 3:15 PM ET This Month’s Focus Membership Eligibility Verification for Membership Opening Process Join us to learn about MEV for MOP! MEV (Membership Eligibility Verification) for MOP (Membership Opening Process) allows credit unions to capture information from the member that might not be part of the MOP process. Credit… Read more »
Wednesday, February 19 3:00 PM – 3:30 PM ET This Month’s Focus Automated Tracker Purges Of all the data tables stored in your credit union’s FILExx library, the ones that use the most space are typically those that store Tracker conversations. For most credit unions, Trackers represent 80% of all data stored about members, including… Read more »
Thursday, January 23 3:30 PM – 4:00 PM ET This Month’s Focus eSign Virtual Closing Rooms Join John Beauchamp, VP of Professional Services with Imaging solutions, for an overview of eSign Virtual Closing Rooms. With Virtual Closing Rooms, you can present members their documents quickly and securely, with a premier experience in the familiar environment… Read more »
Friday, December 6 11:00 AM – 11:30 AM ET This Month’s Focus Turning on Approval Limits for Lenders Join Pete Winninger, VP of Professional Services with Lender*VP, as he provides an overview of the process of having approval limits turned on and the benefits that come with it. Don’t miss this FREE webinar! Get Registered
Monday, November 25 11:00 AM – 11:30 AM ET This Month’s Focus Overview of Same-Day ACH Changes Within the last five years or so, the ACH landscape has kicked into high gear. Surprised? No worries, we’ll catch you up quickly. Join Jeff Miller, Manager of OpsEngine Business Development for a discussion of the following items:… Read more »
Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices. During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… 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
We are here. We are available, as always, 24 by 7. As a team, we are committed to taking care of each other so that we can keep taking care of all of you. We are committed to keeping daily operations running smoothly, as usual.
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Videos are available now! Instead of our usual in-person event in downtown Grand Rapids, this year’s conference is being presented via a series of 3 video episodes.
