Wednesday, November 23 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Tax Forms Handling, Tool #916 Verifying shares and certificates (1099 INT reporting) Verifying loan… Read more »
What are contests? CU*Answers Marketing Contests are run quarterly for two consecutive months and have a full electronic collateral package available. Each quarter CU*Answers provides one prize up to $500, giving your credit union a chance to have a winning member. You also have the option to purchase an exclusive prize on your own to… Read more »
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
There’s still time to register for CEO Strategies Week 2022! This year’s event will take place November 15th and 16th at the M Resort Spa Casino in Las Vegas, Nevada. Enjoy panoramic views of the Las Vegas Strip and surrounding mountains as we discuss strategic development plans for the network, including a big picture look… Read more »
Get in front of your members With the Cooperative Campaign, you have the option to enroll ahead of time for the entire 2023 year or you can sign up monthly and pick and choose which months you would like to participate in. Campaigns Include: Facebook Timeline Banner Instagram Timeline Banner Mobile App 5.0 & 6.0… Read more »
A reminder for clients who use Experian for credit pulls: Experian passwords expire every 90 days. Experian will send your financial institution a reminder when your password is set to expire. Please remember to update your password accordingly every 90 days and to update us each time that this process has been completed. This will… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 2022 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… Read more »
Join us for a kickoff webinar as we discuss changes coming to BizLink 247 online banking for business! Hosted by Keegan Daniel and Kristian Daniel, this session will cover topics including: A demo of the redesigned BizLink 247 toolkit and a look at CU*BASE configurations An introduction to Biz Watch for ACH A review of… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Do you want to update your own mobile app content, including advertisements, button links, branch information and much more? Using CU Info and Mobile Manager is easy! Updates are immediate and your members will enjoy up to date information about credit union products, promotions, and the services you offer. Join Kristian Daniel, VP of MTG,… Read more »
Take a look back at some important topics from the lastst half of April 2024! View Topics
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
MemberPass is a great way to verify members that have cell phones during your member support calls.
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