Given the events currently occurring in our country, many credit unions have reached out for best practices on how to monitor for physical cash within their teller drawers, vaults, ATMs, ITMs, and supplemental vaults. Following are some suggestions on where to find that information in CU*BASE: What’s the best way to monitor teller drawer cash… Read more »
Need to communicate changes in branch hours or updates to policies and procedures? As new information is presented frequently during these changing times, you can convey important messages to members as soon as they visit your website via a custom website banner. We are currently offering a 15% discount on custom website banners. Simply enter… Read more »
As a follow-up to the message you received in January about changes in the age for IRA required minimum distributions (RMD), we have made adjustments so that the RMD box on 5498 tax forms will be checked if (a) the member turned 70 ½ in 2019 or earlier, or (b) the member will turn 72… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 1st Quarter Update Before you start working on your 1st quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q120 Call Report any time after April 1, but be… Read more »
The month is almost over, and voting for this month is going with it. Please take a moment right now to let your voice be heard over on Owner’s Voice. If you have any questions, contact us at: ownersvoice@cuanswers.com
Editing a Loan Request Need a quick way to show your staff how they can edit a loan request 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!
In this time of change, some workplaces are shifting toward options that allow employees to work remotely. We would like to take a moment to remind clients of some important best practices and security measures: Increase your diligence and exercise caution when responding to emails and phone requests. Think carefully before you click on a… Read more »
The Developer’s Help Desk (DHD) team is regularly incorporating new third party vendor integrations to CU*BASE. To help keep our clients updated, we are delivering this e-alert to announce the latest vendor integration, which can now be ordered through our online store. Van Wagenen Financial Services – Van Wagenen Financial Services offers CPI as well… Read more »
Skip-a-Pay programs have grown in popularity for members and credit unions alike, offering financial flexibility to the member, and additional revenue to credit unions. On Wednesday, March 25th, we will be offering an overview of the Skip-a-Pay configuration in CU*BASE. Join us as we explore the set up process, tips and best practices, member and… Read more »
Monday, April 13 3:00 PM – 3:30 PM ET This Month’s Focus Member Trackers in CU*BASE Join the Manager of the Collections and Conversion Contact Center Team to learn more about using Member Trackers in CU*BASE. The Member Trackers system is a helpful and easy-to-use tool that can help credit union staff stay on top… Read 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!
The experienced Business Continuity team at CU*Answers can help you design and implement an ongoing awareness and training program that prepares your staff to promptly and effectively respond to unexpected disruptive events.
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We are here. We are available, as always, 24 by 7. As a team, we are committed to taking care of each other so that we can keep taking care of all of you. We are committed to keeping daily operations running smoothly, as usual.
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