Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

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 »

Dec 14, 2020

Did You Know? Reach Members Faster with the Append Email Address Tool

Did You Know? Reach Members Faster with the Append Email Address Tool

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 »

Dec 14, 2020

Tax Statements in Online Banking – Providing Convenience for Your Members!

Tax Statements in Online Banking – Providing Convenience for Your Members!

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 »

Dec 11, 2020

Video Now Available: Virtual StrongBox for Secure Document Exchange

Video Now Available: Virtual StrongBox for Secure Document Exchange

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 »

Dec 9, 2020