CU*BASE Strategic Release Management – Meet Jim Vilker

CU*BASE Strategic Release Management – Meet Jim Vilker

Jim Vilker, VP of Professional Services with AuditLink, can help empower your staff with CU*BASE Strategic Release Management service!  Jim can help equip your credit union executives with strategic approaches and meaningful ways to utilize new options associated with each major CU*BASE platform enhancement. CU*BASE Strategic Release Management will focus on: Integration of strategy, objectives,… Read more »

Jan 9, 2020

Show Them the Love!

Show Them the Love!

Show Your Members the Love with the It’s Me 247 Video Customization Service Instill trust. Improve relationships. Increase loyalty. We can customize an existing It’s Me 247 video or create a new video from scratch! Is video customization worth it? You be the judge: Video in an email leads to 200-300% increase in click-through rates…. Read more »

Jan 8, 2020

Did You Know? You Can Make ‘Currently Serving’ the Default for Your Tellers

Did You Know? You Can Make ‘Currently Serving’ the Default for Your Tellers

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 »

Jan 8, 2020

December CU*BASE Monthly Monitor Recap

December CU*BASE Monthly Monitor Recap

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 »

Jan 6, 2020