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 – 8/22/2023
Have You Taken Advantage of these Features in Mobile Manager?
Have You Taken Advantage of these Features in Mobile Manager? Your credit union can upload banners to market new loan promotions. Members can then click on these banners to begin the application process! Want to promote new products like PayAnyone* or Bill Pay? Add banners or ads on the home screen menu. Have an event… Read more »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September! Wednesday, September 6 3:30 PM – 4:30 PM ET Balancing Made Easy Register for web conference Thursday, September 7 10:00… Read more »
Video of the Week: Sorting Report Data Using Report Builder
Sorting Report Data Using Report Builder Need a quick way to show your staff how they can sort report data using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Activate LoanPay Xpress Now in Online Banking/Mobile App!
Activate LoanPay Xpress Now in Online Banking/Mobile App! For credit unions who currently offer LoanPay Xpress through Magic Wrighter, you now have the option to activate this as a module through online banking and your credit union mobile app, allowing members to make payments via credit/debit cards to their qualifying loans. Ready to begin the… Read more »
Plaid Integration Coming Soon! Opt-Out Available Until 9/1/23
As announced at Leadership 2023, CU*Answers has completed an integration with Plaid, a service that connects user financial data with a variety of apps using a background data aggregation process. This integration allows member data to be made available within certain apps if a member chooses to link their credit union account. Learn more about… Read more »
Xtend News: Welcome New Shared Branching Committee Members!
Welcome to our newest committee members! Xtend would like to welcome Brandon Bussa from Farm Bureau Family Credit Union and Melissa Adams from Route 31 Credit Union to the Xtend Shared Branching Committee. Thank you to all who applied and expressed interest in a position on the committee. It is a unique opportunity to get… Read more »
Need to Update CU*BASE User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
It’s Me 247 Layout 2 Presents New Widget and Branding Options!
It’s Me 247 Layout 2 Presents New Widget and Branding Options! With It’s Me 247 Layout 2, your credit union has access to new widgets within online banking, including the card control widget, account summary widget, loan widget, link widget, list widget and a download cleared checks widget. Also included within It’s Me 247 Layout… Read more »
Xtend News: Our Shared Branching Forms Have Moved!
Xtend Shared Branching forms have a new home! All forms and Xtend Shared Branching Policies and Procedures are now found on the CU*BASE Alerts page. Forms on alerts page: Contact information for Xtend Shared Branching locations Large dollar value form (YOU MUST SEND VIA SECURE CHANNEL) Teller Correction Form Check hold flow chart Dispute form… Read more »
Take Advantage of the NEW 1Click Autopilot Program!
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn 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
1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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