Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Thursday, March 23 2:00 PM – 2:30 PM ET This Month’s Focus Things to Consider when Changing Loan Rates Is your credit union looking to change loan rates? During this month’s Education Express session, Ashley Melder and Nick Olchowski will detail important things to keep in mind when changing rates, such as reviewing the risk-based… Read more »
Receipts and forms are now available in It’s Me 247, accessible right next to eStatements. Best of all, these can be accessed for FREE! If you have not already done so, you can set up receipts in forms in It’s Me 247 simply by marking a checkbox in ProDOC. Don’t forget: in tandem with this… Read more »
The cybersecurity landscape is evolving on a near constant basis, with new threats emerging regularly. The impacts of these threats can lead to disruption of business, harm to your reputation, financial risk or a combination of all three. AdvantageCIO’s senior consultants are ready to discuss how to evaluate your current approach and how you can… Read more »
Mobile 6 introduces Widgets for faster access to the improved full account summary, card, and loan payment information. See What’s New! Ready to order Mobile 6 for your credit union? Click the button below to visit the online store! Order Mobile 6 Today! Have any questions? Reach out to us at: irsc@cuanswers.com
Is your credit union looking for new options to add to your lending programs? Do you have members who are experiencing difficulty with purchasing a new or used vehicle? We invite you to learn all about Auto Financial Group (AFG) and the affordable financing options they offer, including walk-away balloon and lease programs. AFG can… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2023 edition of the Owner’s View Monthly Recap! February 2023 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
To learn about the features of 5300 Call Report Tools, join Karen Sorensen, 5300 Call Report Project Coordinator, for an upcoming webinar. During this session, Karen will provide an in-depth look at how to use the 5300 Call Report Tools in CU*BASE. This class is designed for credit union staff responsible for gathering data and… Read more »
Skip-a-Pay gives credit union members the opportunity to catch up on bills, save extra shopping funds, plan a vacation or support other financial needs. During this month’s Learning Café session, Ashley Melder and Beth Barron will discuss how to build and configure a Skip-a-Pay program, allowing you to offer this option to your own members. … Read more »
AnswerBook is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. In this edition of AnswerBook Digest, we’re placing a spotlight on the following topics: How do I manage variable loan rate changes in CU*BASE? Check out this NEW topic! (AB 5303) How do I update my loan products and the… Read more »
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
Take a look back at some important topics from the last half of September 2025! View Topics
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
