Monitoring daily activities inside of your credit union is essential. Successful monitoring programs take into consideration the process, design, and continous improvement to ensure the most effective control solution. However, today’s operational challenges can restrict credit unions from creating a monitoring program that is separated from the people who are actually doing the work. By… Read more »
Join Amber Jecks, Earnings Edge Account Services Manager, for a Learning Cafe! This month, Amber will explore tips and tricks related to Financial Statements, such as: How to configure a Financial Statement (including structure set up and code definition) Modifying a report Copying an existing report If you’d like to learn more about utilizing these… Read more »
Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will discuss tips and tricks related to Investment Processing, including a look at Investment Subsidiary topics in Show Me the Steps. Interested in learning more? Click the button below to register today! Wednesday, September 24 3:00 PM – 4:00 PM… Read more »
Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will explore tips and tricks related to Subsidiary Processing, and will share helpful resources in the form of Show Me the Steps topics. Ready to learn more about Subsidiary Processing? Click the button below to register today! Wednesday, August 27… Read more »
Join Amber Jecks, Earnings Edge Account Services Manager, for the latest Learning Cafe session! Amber will explore tips and tricks related to Subsidiary Processing, and will share helpful resources in the form of Show Me the Steps topics. Ready to learn more about Subsidiary Processing? Click the button below to register today! Wednesday, August 27… Read more »
Compliance regulation can place a burden on small to mid-size credit unions. Did you know AuditLink offers a Daily Log Management service that can help your credit union save valuable time? AuditLink’s trained team assists over 130 credit unions across the country with reviews of cash logs, wire transfers, OFAC report reviews, employee account reviews,… Read more »
Join Nicole Cooper, Manager of Cards and Payments, for this month’s Learning Café! Nicole will host a discussion on debit cards and will cover maintenance-related items including phone numbers, address changes, and more. Click the button below to register today! Friday, December 27 2:00 PM – 3:00 PM ET Register Today Don’t forget: CU*Answers… Read more »
This month’s Learning Café session will be hosted by Keegan Daniel, VP of Professional Services, and Stephanie Raven, Earnings Edge Account Executive. Join Keegan and Stephanie for a demonstration of BizLink 247 business banking. During this session, they will provide an A to Z overview of BizLink 247, exploring everything from the CU*BASE side of… Read more »
This month’s Learning Café session will be hosted by Nicole Cooper, Manager of Cards and Payments. Join Nicole for a discussion on RTP® from The Clearing House. Nicole will provide an overview of the RTP® Network, the benefits of using it for payment processing, and how your credit union can sign up for it. Click the button below to… Read more »
This month’s Learning Café session will be hosted by Kasey Olchowski, Manager of Client Services and Education. Join Kasey for a discussion on email best practices and procedures, as well as how to handle wrong email addresses. Topics covered will include: The types of email addresses that are tracked by CU*BASE CU*BASE configuration options for… Read more »
Join our upcoming Learning Cafe to learn more about AuditLink Daily Log Management services and how AuditLink can help alleviate regulatory tasks for your credit union! Click the button below to register now.
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With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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