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 »
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 »
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
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 »
Join the Client Services and Education Team as we explore a day in the life of a 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 »
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 »
Join the Client Services and Education Team as we explore a day in the life of a 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 »
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 »
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
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 »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following.
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It’s a wrap and we’re back at basecamp. Check out the digital handouts and photos from the event.
FUEL Decision Model with preconfigured templates and annual tune up!
