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 – 11/28/2023
2024 Xtend Pricing Guide Now Available – New Pricing Applies to January Invoices
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…. Read more »
Winter is Coming… and So are the Latest IBM iAccess Upgrades!
Don’t forget: 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… Read more »
Video of the Week: Loan Quoter Extras
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Is Your Credit Union on Track for Year 7 of MACO?
As we move into our seventh calendar year with MACO, we are asking our credit unions to select their order options and decide if they would rather: Prepay for a set number of licenses for the 2024 calendar year True-up at the end of the 2024 calendar year For MACO billing, CU*Answers will be doing… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, December 20 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for December 2023 Year-end tasks for December are just around the corner! During our upcoming Education Express session, Monica Boguszewski will detail the tasks that your credit union will need to complete, including: Reviewing Beginning-of-Year/Tax File Verification Reports (pages 44-45… Read more »
Take a Look at the CU*Answers University Courses for December!
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 December! Tuesday, December 5 10:00 AM – 11:00 AM ET Conflict Resolution in the Workplace Register for web conference Thursday, December… Read more »
Check Out the Lender*VP University Courses for December!
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 December, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Monday, December 11 9:30 AM – 10:30… Read more »
Join Lender*VP for a Conversation on 1Click Loans!
Join Lender*VP for our upcoming Conversation On 1Click Loans! Learn from other credit unions in the network what it is that they love about 1Click Loans. Engage in discussions about what is working and what is not, explore credit union policies and procedures, and so much more! We invite you to bring your own policies… 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 »
FUEL Clients: Join Our Upcoming Roundtable Discussion!
Attention Lender*VP clients who utilize the FUEL Decision Model: we want to hear from you! Join Elliott Petty and Tom Heidenga for an upcoming roundtable event as they facilitate an open conversation on FUEL. Join your peers to share insights and voice questions relating to the FUEL Decision Model. Click the button below to register today! Register Today
Take a Look at the CU*Answers University Courses for January!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in January! Use the button below to register today. Register Today
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
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