Wednesday, August 31 11:00 AM – 11:30 AM ET This Month’s Focus Xpress Teller Best Practices Introducing a new, separate teller processing platform to CU*BASE!  Xpress Teller was designed to streamline and simplify the teller experience, offering an alternative that was built with today’s changing credit union lobbies in mind.  We are excited about the… Read more »

Monday, July 18 2:00 PM – 2:30 PM ET This Month’s Focus Present Data Warehousing and AI*Engaged A direct line from core processing to the data warehouse. A data storage unit with no additional hardware or software to buy. A native and wholly familiar toolset. A playground for decision making, based on data sets made… Read more »

Friday, June 24 3:30 PM – 4:00 PM ET This Month’s Focus Educational Resources Join our Client Services and Education team for a quick refresher of educational resources we have available for our clients. The mission of the Client Services and Education team is to give the assistance and training our clients and staff need… Read more »

Tuesday, May 10 4:00 PM – 4:30 PM ET This Month’s Focus OnDemand ACH Posting Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH… Read more »

Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021.  During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »

Wednesday, February 9 2:00 PM – 2:30 PM ET This Month’s Focus CU*Publisher Self-Service Options Join Kristian Daniel, VP of Mobile Technologies Group Sales & Service to learn more about how you can access Mobile Manager and CU Info to make your own credit union mobile app updates.  During this session, you will learn all… Read more »

Tuesday, January 4 4:00 PM – 4:30 PM ET This Month’s Focus Year-End Reminders for January Join us for a review of year-end task reminders for the month of January.  During this session, we will discuss: Running Tax Information Reports. Final verification of IRA Balance File data (distributions only for all IRA plan types, including… Read more »

Tuesday, November 9 2:00 PM – 2:30 PM ET This Month’s Focus Skip-a-Pay Feature The Skip-a-Payment toolset automates most of the manual processing done by credit unions for member-elected skip-pay programs.  Many credit unions offer this type of program and the manual steps can be very time consuming. In a nutshell, the member-elected skip-pay program… Read more »

Tuesday, October 19 3:30 PM – 4:00 PM ET This Month’s Focus Online Banking “Jump” Controls Join the Client Services and Education team for a quick refresher of “Jump” features within Online Banking.  During this session, we will discuss the following: An overview of the “Jump” feature, sharing and highlighting CU*BASE Reference Material An explanation… Read more »