Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Two for Tuesday with CEO Geoff Johnson – 8/8/2023
Best Practices for Your Email Upkeep: Fake Email Addresses are NOT Allowed
Following the issues that were encountered with email delivery and bounce-backs in late April, we’ve made some changes at CU*Answers relating to how we handle emails and similar methods of communication. We have also gathered several tips that we want to share with clients, to better safeguard against delivery errors and bounce-backs. It is important… Read more »
Video of the Week: Selecting Records When Using Report Builder
Selecting Records When Using Report Builder Need a quick way to show your staff how they can specify which data they would like to have included in a report when using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the… Read more »
Join Lender*VP for a Demo of the FUEL Decision Model!
Lender*VP welcomes you to join our upcoming webinar for a demo of FUEL! This session will detail FUEL’s adjustable templates, an annual tune-up, additional and optional templates, and much more! Whether you currently use FUEL or you are interested in learning more about it, we invite you to join – click the button below to… Read more »
Leadership 2023 Recap: It’s Me 247 Layout 2 Gives You Access to New Widgets
If you missed the 2023 CU*Answers Leadership Conference or want a convenient way to review materials discussed at this year’s event, we’ve got you covered! Today’s hot topic comes from the Internet Retailer Support Center! It’s Me 247 Layout 2 gives your credit union access to new widgets within online banking – this includes the… Read more »
Create and Maintain Your Own MOP Sites with MOP Manager
Have you heard about MOP Manager? This self-service option grants your credit union the ability to create your own credit union MOP sites, as well as the option to update any existing MOP sites that you may already be operating. MOP Manager also gives you the ability to make edits to homepage promotions, eligibility page,… Read more »
How Do I Add or Remove CU*BASE Security Officers?
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 »
Announcing Beta Test Sites for the 23.10 CU*BASE Release!
From the credit unions that applied to be part of the beta test for CU*BASE GOLD 23.10 coming in October, the following credit unions were selected: Quest Federal Credit Union TBA Credit Union First Trust Credit Union Frankenmuth Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from… Read more »
July Owner’s View Monthly Recap
Check out recent programming changes in the July 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Join AuditLink on August 15th to Learn About our Cooperative Approach to Vendor Management
This informative 30-minute session will introduce participants to AuditLink and our Vendor and Contract Management platforms. This session will also feature a discussion on the importance of cooperative platform management and will help participants plug into key resources within our network as they relate to vendor management, auditing and compliance. Join us on Tuesday, August… Read more »
Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Join Us for Asterisk Intelligence Week!
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
1Click Autopilot
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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