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 »
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 »
Let Xtend process your Year End Closing for Free! Complete our “Year End Closing Form” and let Xtend Back-Office Bookkeeping know that you’re ready. Please allow 2-3 business days for Xtend to process your Year End. Xtend, Inc. (866) 981-4983 | info@xtendcu.com
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 »
Take a sneak peak of the next release of the It’s Me 247 Mobile App coming out next month! Take a Sneak Peak
Did you know? Mobile 5.0 give members the option to personalize their accounts while also giving them access to a reinvigorated navigation, a new accounts dashboard, a new RDC process and much more! Find Out More
We’re excited to offer a 90-day FREE trial of Analytics Booth for new users!
With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories! Customize alerts to be notified of key metrics and glean data from our 12 available dashboards. Free up valuable labor hours by taking advantage of automated customized daily alerts – no need to perform a manual check!
