Wednesday, June 20 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Taxes Join the Client Services and Education Team as they help you get a head-start on your Year-End Taxes! They will help you review the steps on how to run IRA and HSA balance files, as well as how to verify this… Read more »
Tuesday, May 22 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Join Jim Vilker as he presents the new AuditLink site, and find out why now is the best time to sign up for AuditLink’s services! Don’t miss this FREE webinar! Get Registered
Monday, April 9 2:30 PM – 3:00 PM ET This Month’s Focus CU*BASE User IDs Join Stephanie Raven of the Client Services and Education Team, as she takes a look at CU*BASE User IDs. During this webinar, Stephanie will discuss the following: Tool number to reset Password requirements Security officer role for resetting passwords Don’t… Read more »
Friday, February 9 3:30 PM – 4:00 PM ET This Month’s Focus Personal Internet Branch Join Emily Wolthuis of the Client Services and Education Team, as she dives into the features of Personal Internet Branch (PIB). During this webinar, Emily will discuss how the following features add an extra layer of security to It’s Me… Read more »
Tuesday, January 9 2:30 PM – 3:00 PM ET This Month’s Focus Member Statements Join Stephanie Raven and Tim Droese of the Client Services and Education Team, for an Education Express session on making a splash with Member Statements! During this month’s session, Stephanie and Tim will discuss the following: Timing and Scheduling Selecting Onserts… Read more »
Wednesday, December 13 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Security Procedures Join Charlie Dean of the Client Services and Education Team, for an Education Express session on CU*BASE Security Procedures, specifically regarding what to do when an employee leaves your credit union. Charlie will discuss the following topics: Deleting a User… Read more »
Tuesday, November 7 10:30 AM – 11:00 AM ET This Month’s Focus Marketing Team Join Pete Meyers for an Education Express session on marketing services and opportunities through CU*Answers. Pete will discuss the following products: Cooperative Campaigns Quarterly Contests Newsletter Services Don’t miss this FREE webinar! Get Registered
Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered
Thursday, September 21 2:00 PM – 2:30 PM ET This Month’s Focus Records and Information Management in Business Continuity Planning Join Marilyn Boyd and Jim Lawrence from CU*Answers for an Education Express session designed to help credit unions better understand the role that Records and Information Management (RIM) plays in Business Continuity Planning (BCP). They… Read more »
Thursday, August 24 10:30 AM – 11:00 AM ET This Month’s Focus AnswerBook Join us for a refresher on AnswerBook, and how to take full advantage of the features it has to offer, including: Registering for AnswerBook Submitting a Question Choosing a Topic Searching the Knowledge Base Don’t miss this FREE webinar! Get Registered
Check out the new blogs from the Asterisk Intelligence team! Work smarter, not harder. The Asterisk Intelligence team brings you a team of analysts who work to interpret your data for insights and opportunity. Visit the site and subscribe! Learn More
New Data Library! SnapShot is a full copy of CU*BASE member and transaction processing data as of yesterday. Same data, different time slice. It becomes the third member in a family of existing operational data libraries – FILExx (live processing), FILExxE (end-of-month time slices), and now FILExxSS!
Access to query the contents of SnapShot is available by request only.
For 2018, CU*Answers Imaging Solutions in partnership with My Virtual Strongbox and eDOC Innovations are running three exciting contests. Winners will be announced the first week of October 2018, but you can follow along on this page. Each month, the top 5 contestants will be updated below. Learn More
