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 »
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! Tuesday, March 1 2:00 PM – 3:00 PM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… 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
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 »
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 »
CU*Answers will be hosting three more University Weeks during 2022! Whether you’ve attended University Week in the past or are a new attendee, we invite you to join us for a series of our most timely and relevant courses where we will discuss topics relating to our core software, CU*BASE, alongside many of the other… Read more »
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 »
Block Lists create a centralized place to see and stop activity based on patterns the credit union sees as risky or potentially fraudulent. Additionally, by using an infrastructure independent from membership and other key data tables, Block Lists give us maximum flexibility to add and alter block list options, without a large ripple effect when… 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 February! Wednesday, February 2 2:00 PM – 2:30 PM ET Vendor Management 101 Register for web conference Thursday, February 3 3:00… Read more »
Wednesday, February 9 2:00 PM – 2:30 PM ET This Month’s Focus CU*Publisher Self-Service Options Join Kristian Daniel, VP of Mobile Technologies Group Sales & Service to learn more about how you can access Mobile Manager and CU Info to make your own credit union mobile app updates. During this session, you will learn all… Read more »
Save the date for the 9th annual AuditLink Conversations on Compliance event, hosted at the Sheraton Grand Rapids Airport Hotel in Grand Rapids, MI! This year’s event will take place on Wednesday, May 15th, from 9:00 AM to 3:30 PM ET. Presenters will include Jim Vilker, CU*Answers AuditLink Advisor, Brian Knight, CEO of NASCUS, and more. For more information and registration, click the button below! Learn More
Take a look back at some important topics from the first half of April 2024! View Topics
Give your members financial flexibility by offering a skip a pay program! Clink the link below to hire Lender*VP to help build your automated program today!
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