Did you know you can make ‘Currently Serving’ the default for your tellers? Set your workflow controls so that “Funds in/serving another member” is used automatically, and tellers don’t have to remember to select it. Access Tool #1004 Workflow Controls: Teller Member Service to change your default Teller Process Code to “Funds in/serving another member.”… Read more »
AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country. We set the standards for due diligence for a national audience. Vendor Watch is a monthly webinar series focusing on Vendor Management and the people who drive the innovation, technology that sets us apart from all others. Join… Read more »
January’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 December’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 »
Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, January 14 2:00 PM – 2:30 PM ET Losing the Love Members don’t always verbally tell you… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2019 edition of the CU*BASE Monthly Monitor Recap! December 2019 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items 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!
Coming Up This Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Wednesday, January 8 2:00 PM – 2:30 PM ET HTML eStatement Notifications Turn your standard plain-text eStatement notification… Read more »
Elevate your operations in 2020 and impress your board with enhanced reporting and trending metrics powered by Analytics Booth! Enjoy hundreds of operational trend lines and organizational insights accessible anywhere you have an internet connection. Stop waiting for the end of the month to review your performance – enjoy daily insights at 24 hour intervals,… Read more »
CU*Answers has embarked on many missions through the years to prepare and serve start-up credit unions as they build a presence in their communities. Sound financial institutions have a solid base as their core processing system and secured data storage. Learn More
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
