Wednesday, November 11 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders Join Stephanie Raven, Client Services Team Lead, for a for a review of November Year-End tasks. Topics discussed will include: Verifying State ID # in Chart of Accounts for reporting on 1099 Making a decision on whether or not you wish… Read more »
CU*Answers is proud to offer a native bill pay service through a relationship with Payveris. Bill payment via It’s Me 247 Bill Pay (Payveris) lets you offer members a bill pay solution fully integrated with online banking. During this month’s Learning Café session, Chase Johnson of the SettleMINT EFT team will review the best ways… Read more »
CU*BASE Custom Training Edition offers your team a safe environment to practice using CU*BASE tools, learn new skills and experiment with new features without any potential harm to your live member data. Because this data is a copy of your actual files, both the product configurations and member accounts will be familiar to your staff… Read more »
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started
Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile. Don’t forget: if your Education Contact needs to be updated,… Read more »
Keep an eye on your mailbox – we will be sending out copies of the 2021 Education Catalog later this month! Your credit union will receive one copy of the Education Catalog, which will be addressed to the Education Contact listed in your Customer Profile. If your Education Contact needs to be updated, please click… Read more »
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Join us for a review of Year-End best practices! Monica Boguszewski, Account Executive with the Client Services and Education Team, will discuss the following items: Tool #916: Update Tax Form Handling Instructions Verifying shares & certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts Payable vendors (1099 Misc. reporting) Thursday, October 22 4:00… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of October, we will be hosting a series of Sales and Marketing-focused webinars. Take a look at these upcoming courses! Tuesday, October 13 9:30 AM – 11:00 AM ET Report Builder… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of October, we will be hosting a set of webinars relating to the Organizational Resource Development Team. Take a look at the courses we have coming up! Thursday, October 15 10:00… Read more »
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.
Unemployment claims are at a historic level across our country and you need to know details of the impact on your membership. Find these members – You can know who is dealing with financial disruption and needs connection to resources.
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
