Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Two for Tuesday with CEO Geoff Johnson – 11/14/2023
License Verification Tool is Now Available with MOP 3.0!
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry
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!
Don’t Fall Behind – Complete Your IBM iAccess Upgrades Today!
It’s time to upgrade IBM iAccess (used for print sessions) to 1.1.9.2 – this update is required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. The updates will need to be applied to all of your CU*BASE workstations and must be completed by 1/31/2024. Your IT staff can… Read more »
2023 Year-End Bulletin #3: Your First Deadline is Tuesday!
2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
Reminder: The 2024 Xtend Pricing Guide is Now Available!
The 2024 Xtend Pricing Guide is now available! Take a look at our offerings for SRS Bookkeeping, Contact Center Services, Member Marketing & Communications, Data Analytics, and more. A copy of the 2024 Pricing Guide can be accessed via our website. We encourage our clients to review it in planning for the upcoming business year.
Recommendations from Lender*VP – Document Retention for Denied Applications
What is your credit union’s current retention plan for documents relating to denied applications? Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months. Relevant… Read more »
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Join Us for a 1Click Loan Workshop!
Ready to expand your loan portfolio? Instead of offering yesterday’s member generated applications, you can offer pre-approved, guaranteed loan accounts to targeted members via It’s Me 247 desktop and mobile banking! No application, no credit pull, and no underwriting. Members are identified based on credit union defined criteria. Acceptance of the offer is member-driven and… Read more »
New Enhancements Available for CU Publisher Admins
Admins Get Enhancements! Starting today, CU Publisher Admins can now create new CU Publisher users for their team. Admins can even create other admins too! To access this new feature, simply log into CU Publisher and look for the purple Add User icon. Enter your team member’s information, CU Publisher access, and Admin privilege, and a… Read more »
Conversations On…
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
Join Us for Asterisk Intelligence Week!
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn More
Check Out the Lender*VP University Courses for June!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of June, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Learn More
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