Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Encourage your management team to join CU*Answers Client Services and Education for a FREE Learning Café!  This month, we will cover a Miscellaneous Configuration Review in CU*BASE.  This session is intended to dust off some CU*BASE tools that are not as frequently reviewed, such as: Tool #233: Configure Credit Union FROM Address Tool #517: Member/Employee… Read more »

May 11, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Here comes another Learning Café session!  Do you have members requesting to post their paycheck to their account a day early?  Use the CU*BASE on-demand one-time posting feature.  Once activated, your employee can post your member’s pending deposit by selecting the ‘GO!’ button above the ACH column in Phone Operator, then selecting the pending transaction. … Read more »

Apr 6, 2020

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Here comes another Learning Café session!  Join Nicole Cooper, Team Lead with SettleMINT, as she discusses the credit card cash back program.  Learn how you can expand your credit card portfolio and increase your credit union’s transactional usage.  Reward members with a percentage back while increasing sales and creating lasting memberships! Tuesday, January 14 10:00… Read more »

Dec 20, 2019

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Here comes another Learning Café session!  Join Kristian Daniel, Vice President of MTG, Sales & Business Development, as he discusses how your credit union can create custom online forms to gather requests at your credit union.  Kristian will cover topics including: Opportunities for creating online forms Where your credit union can list online forms Working… Read more »

Nov 22, 2019

Pull Up a Seat for a Learning Café Session

Pull Up a Seat for a Learning Café Session

Here comes another Learning Café session!  Join Pete Winninger, VP of Professional Services with Lender*VP, as he discusses new features from the recent 19.10 release of CU*BASE.  Topics will include: Easily updating collateral records in the CU*BASE LOS with Kelly Blue Book Value Creating a skip-a-pay program for consumer loans with weekly and bi-weekly payment… Read more »

Nov 14, 2019