REVISED With the passing of the new SECURE Act of 2019, we evaluated CU*BASE tools used for working with IRA accounts. Specifically, we looked at tools for making contributions and for handling member Required Minimum Distributions, since the RMD age was raised from 70 ½ to 72, and contributions to Traditional IRAs are now allowed… Read more »
CU*Answers Network Services has been tracking two significant Microsoft vulnerabilities published yesterday and how to remediate them. Due to the scope and severity of the issues, the US government has taken the rare step of also publishing alerts for these vulnerabilities through US-CERT and the Department of Homeland Security. About the Vulnerabilities: The first vulnerability… 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 »
CU*Answers University Week is coming January 21 – January 24! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Tuesday, January 21 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for web conference Register for classroom session 3:00… Read more »
Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection. Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Looking for consistency in your marketing to members? Wish your eStatements and eStatements logo utilized your chosen color scheme? Imaging Solutions can help! This new product will help build brand consistency for your credit union, while also giving members comfort and peace of mind with a direct visual reminder that these are official statements from… Read more »
Website and Mobile App Managers: have you visited CUSO Magazine lately? Read up on industry strategies and recent developments by checking out these articles: Do the Benefits to Online Membership Opening Outweigh Your Concerns? by Kristian Daniel, VP of Mobile Technologies Group, Sales and Business Development Robles vs Domino’s: Who’s Really Winning the Fight on… Read more »
Jim Vilker, VP of Professional Services with AuditLink, can help empower your staff with CU*BASE Strategic Release Management service! Jim can help equip your credit union executives with strategic approaches and meaningful ways to utilize new options associated with each major CU*BASE platform enhancement. CU*BASE Strategic Release Management will focus on: Integration of strategy, objectives,… Read more »
Show Your Members the Love with the It’s Me 247 Video Customization Service Instill trust. Improve relationships. Increase loyalty. We can customize an existing It’s Me 247 video or create a new video from scratch! Is video customization worth it? You be the judge: Video in an email leads to 200-300% increase in click-through rates…. Read more »
Missed the Event?
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!
