The Client Services & Education team has begun their yearly review of AnswerBook profiles. Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team… Read more »
Reach Members Faster with the Append Email Address Tool Data analysts, marketers, and other credit union staff: check out this method to easily add member address to an existing database file! Once the database file has been created, either from dashboard export or via Report Builder, access Tool #1640: Append Member Email to Existing File… Read more »
As we move into our fourth calendar year with MACO, we are asking our credit unions to select their order options and decide if they would rather: Prepay for a set number of licenses for the 2021 calendar year True-up at the end of the 2021 calendar year For previous year statistics, please reach out… Read more »
Wrap Up Codes are a key tool in understanding your membership. They can reveal which members call, what they’re calling about, and what products or services could help them. You can use them to answer questions like: What do members frequently need help with? Which demographic groups call the most? Which self-services could members use… Read more »
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
As a reminder, the 20.12 Release of CU*BASE GOLD will be deployed to Online, Self-Processing and Site-Four credit unions this weekend, on December 13. We will be posting any/all issues related to the 20.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending… Read more »
Wrap Up Codes are a key tool in understanding your membership. They can reveal which members call, what they’re calling about, and what products or services could help them. You can use them to answer questions like: What do members frequently need help with? Which demographic groups call the most? Which self-services could members use… Read more »
Do you know of anything in the year 2020 that looks the same as it did in 1933? Airplanes, telephones, radio, cars? How about deposit insurance? Yes, other than the insured dollar limits, deposit insurance looks and works the same way it did in 1933, when the FDIC was established during the Great Depression. NCUSIF… Read more »
Virtual StrongBox and CU*Answers have received questions from your credit union peers on how to use the standard version of VSB digital vault to collect documents from members during these challenging time. Check out a video recording of our recent session for a discussion on the powerful document collection, protection and exchange platforms integrated inside… Read more »
December’s new voting posts have been created. Log in to Owner’s Voice and let us hear your voice by voting on these topics! Also, the Owner’s Voice Team has compiled November’s voting data into our Owner’s Voice Voting Report. You can review these, and view the new CU*BASE projects that have been added to the… Read more »
1-Click Credit Card Loans bring a new approach to how your credit union can promote loans to members, by pre-approving members without an application, credit pull, or underwriting. Your credit union can build a list of members who qualify for the product based on your institution’s guidelines. Members who qualify will then see an offer in online banking that they can accept at any time!
Ready to sign up for 1-Click Loans? Click below to visit the store!
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Wednesday, February 3
3:00 PM – 3:30 PM ET
This Month’s Focus
Review of Tool #2: Work/View Loan Application Status
The Work/View Application Status system consists of three different layouts that can be used to view pending, denied, and booked (approved/created) loan requests.
Take on the new year with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth!
