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 3 10:00 AM – 11:00 AM ET Components of an Information Security Program Register for web conference Wednesday,… Read more »
Thursday, March 12 2:30 PM – 3:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer. During this Education Express, we will discuss: How to assign or remove a Security Officer How to locate and complete a… Read more »
Here comes another Learning Café session! Join the Mobile Technologies Group to learn how your credit union can update to Mobile 4.0, our new annual version for your CU*Answers mobile app. Mobile 4.0 will be the first release to support full iPad and Android tablet support and optimization, as well as feature linking from homepage… Read more »
Thursday, February 13 3:00 PM – 3:15 PM ET This Month’s Focus Membership Eligibility Verification for Membership Opening Process Join us to learn about MEV for MOP! MEV (Membership Eligibility Verification) for MOP (Membership Opening Process) allows credit unions to capture information from the member that might not be part of the MOP process. Credit… 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! Monday, February 3 3:00 PM – 3:30 PM ET How to Develop and Test Your Business Continuity Plan Register for web… Read more »
Whether you are introducing new employees to CU*BASE or helping existing employees to practice new skills, the Custom Training Edition (CTE) can help bring your team up to speed on the tools they will use every day to serve your members. The CU*BASE Custom Training Environment is a new alternative to the shared simulated environment… Read more »
Wednesday, February 19 3:00 PM – 3:30 PM ET This Month’s Focus Automated Tracker Purges Of all the data tables stored in your credit union’s FILExx library, the ones that use the most space are typically those that store Tracker conversations. For most credit unions, Trackers represent 80% of all data stored about members, including… Read more »
Here comes another Learning Café session! Looking to learn which members are calling your credit union? Join Sarah Ashby, Data Analyst with Xtend, as she discusses Wrap-Up Codes and how these can greatly expand the ability to provide insight into call center operations, including who is calling and what they are calling about. Tuesday, February… 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 »
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 »
Wednesday, February 3
3:00 PM – 3:30 PM ET
This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.
Imaging Solutions, in partnership with Mobile Technologies Group and eDOC Innovations, are pleased to announce a new eSign experience for your members! Starting Wednesday, May 27th, the following enhancements will be available as part of eDOCSignature both online and via… Learn More!
CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
