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 »
Sign Up for the Latest News from Client Services and Education!
The Client Services and Education team offers several newsletter options for our clients, allowing you to stay on top of the latest information from our team. The Education Report serves to keep clients informed of upcoming courses and training events hosted by CU*Answers. Sign Up for the Education Report Our Client Services Report allows you… Read more »
Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Pull Up a Seat for a Learning Café Session
Join AuditLink for this month’s Learning Café session! The AuditLink team will provide an overview of all the shared execution services they offer, discuss best practices for use of the system to manage compliance duties, and give insight into the many resources they provide to credit unions. Click the button below to register. Tuesday, August… Read more »
How Do I Request Upload/Download Permissions for CU*BASE?
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 »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Take a Look at the CU*Answers University Courses for August!
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 August! Tuesday, August 2 3:00 PM – 4:00 PM ET Vendor Management 101 Register for web conference 3:30 PM – 4:30… Read more »
Have a question for CU*Answers? Who do you call?
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 »
Pull Up a Seat for a Learning Café Session
Join us for this month’s Learning Café to learn how you can expand your loan portfolio with 1-Click Loans! 1-Click Loan offers present 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… Read more »
Join Us for a FREE Education Express Webinar!
Monday, July 18 2:00 PM – 2:30 PM ET This Month’s Focus Present Data Warehousing and AI*Engaged A direct line from core processing to the data warehouse. A data storage unit with no additional hardware or software to buy. A native and wholly familiar toolset. A playground for decision making, based on data sets made… Read more »