CU*BASE is a very robust system, but we have some amazing tools available to help you navigate the many features it offers. Join Client Services and Education Account Executive Monica Boguszewski for this month’s Learning Café session. Monica will discuss a variety of ways you can learn more about our core software, including Show Me… 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 »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in April! Tuesday, April 6 9:30 AM – 10:30 AM ET Internal Controls Best Practices Register for web conference Wednesday, April 7… Read more »
Tuesday, April 6 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Customer Master Database Informaion Being “in the know” is crucial in today’s business world – how your business partners contact you or your organization at any given time might be paramount to your success. When decisions must be made, can the proper… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started
This month, Thomas Hull of the Asterisk Intelligence team will be providing a review of two commonly used dashboards within CU*BASE – Tool #552: New/Closed/All Accounts and Tool #553: New/Closed/All Memberships Dashboard. Join Thomas to learn more about the differences between these two dashboards and how beneficial they can be for quality control at your… 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. Take a look at the courses we have coming up in March! Wednesday, March 3 9:00 AM – 9:30 AM ET iPay Native – Integration within It’s Me 247 Online Banking Register for… Read more »
Wednesday, March 3 3:00 PM – 3:30 PM ET This Month’s Focus Teller Balancing Best Practices Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Beginning of Day/End of Day Drawer Balancing for tellers. This session will include a look at common sources of teller offages, as well as how… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… 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
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
Ready to sign up for 1-Click Loans? Click below to visit the store!
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Come to CU*Answers or sign up for the free webinars we’re holding in the Asterisk Intelligence Week event!
For people who analyze data or manage data, this educational event offers sessions to expand skills and discuss strategies to prove the value of data.
Mark your calendars for the 2021 CU*Answers Leadership Conference from June 15-17. We are planning for an in-person event and would love to see you. Watch your Client News emails for registration information in early April. Discover More!
