Approving a Membership Application Watch this video to find out how to approve a membership application that someone submits online. Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
HA Rollover Results Now Available Rollover: December 10 – 18 Now available for your review is a summary of the unscheduled HA (high-availability) rollover, performed December 10 – 18. In the report, you will find details about the exercise, including challenges observed, lessons learned, and recommendations for improving the rollover process. HA Rollover Results View… Read more »
Mobile App 2.0 is here! Learn about Mobile Check Deposit, Mobile Banking, and other Online Banking features, all with a single It’s Me 247 login. For more information, including pricing and how to get placed on the schedule for mobile app deployment to your members, join one of our upcoming sessions: Tuesday, January 17 at 2:00… Read more »
My CU Today allows you to get the latest information happening right now, by placing your credit union’s vitals at your fingertips. Join Keegan Daniel, VP of Professional Services at CU*Answers, Earnings Edge as he explains how to use My CU Today to track 54 data points across Balance, Member and Transaction data categories including: New… Read more »
Try Something New This Year! Customize It’s Me 247 member tutorials and marketing videos with your credit union branding! Educational marketing is 29 times more effective than media advertising. [Source: Intrepid Learning Solutions] Logo, text, voice, and software customization available! Learn More
2017 Video Contest Theme: It’s A Cooperative Thing Cooperative Business Charters Rock for Being More Than Just a Brand Put your creativity to work! Being a cooperative is as much a way of being as a state of mind. It’s an environment that fosters teamwork and collaboration as well as a commitment to self. You… 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 10 2:00 PM – 2:30 PM ET eStatement Notification – Bring Your Brand into Your eStatement Xtend… Read more »
We’re taking the tax out of taxing by sending you a reminder to help you get your year-end tasks done on time! Online Credit Unions Before January 6 Perform the final verification of distribution data in the IRA Balance File and HSA Balance File (due to tight deadlines, it is imperative that you complete your verification… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2016 edition of the CU*BASE Monthly Monitor Recap! December 2016 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 accompanying core-software products…. Read more »
Completing the Closing Disclosure Watch this video to find out how to complete the Closing Disclosure, a form your credit union is required to give members before they close on a closed-end mortgage secured by real property. Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!