Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Aug 12, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

May 2, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Feb 23, 2022

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Dec 30, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Nov 1, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

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 »

Oct 5, 2021