Check Out the Sales and Marketing University Courses for October!

Check Out the Sales and Marketing University Courses for October!

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!   Monday, October 4 9:30 AM – 11:00 AM ET Report… Read more »

Sep 21, 2021

Take a Look at the CU*Answers University Courses for October!

Take a Look at the CU*Answers University Courses for October!

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 October!   Monday, October 4 1:30 PM – 2:30 PM ET Using CU*BASE tools for Bank Secrecy Act (BSA) Compliance Register for classroom… Read more »

Sep 21, 2021

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Account-to-Account (A2A) transfers allow for transfers between credit union accounts and accounts at other institutions.  Your members can initiate transfers from It’s Me 247 online banking or credit union employees can use CU*BASE Phone Operator to assist with this. During our upcoming Learning Café session, Client Services Account Executives will discuss the configuration of the… Read more »

Sep 9, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly.  Missing the deadline of the 10th may cause your statement mailing to be delayed.  This may also result in a late fine from… Read more »

Aug 24, 2021

Take a Look at the CU*Answers University Courses for September!

Take a Look at the CU*Answers University Courses for September!

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 September!   Thursday, September 2 10:30 AM – 11:30 AM ET Member Service Trackers, Leads, and Follow-ups Register for web conference   Tuesday,… Read more »

Aug 23, 2021

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Join us for a review of Year-End best practices with our Early Bird Special for 2021 Year-End Prep!  During this session, 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… Read more »

Aug 9, 2021