Online Banking Optics is your “click-tracking” data for It’s Me 247, recording the digital habits and preferences of members as they engage with online banking. Simple summaries and trends of this data is available today via the CU*BASE Tool #1100 Online Banking Optics: Lite, and Analytics Booth. Looking for member detail in the data? To… Read more »
MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Check Out the NEW Topics Featured in this Edition of AnswerBook Digest!
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: I keep getting locked out of a loan application. What is the “correct” way to exit a loan application without locking someone else or… Read more »
Two for Tuesday with CEO Geoff Johnson – 1/24/2023
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.
Video of the Week: Combining Collections Trackers
Combining Collections Trackers Need a quick way to show your staff how they can consolidate collections trackers in CU*BASE? Refer them to this video, which has been viewed 863 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Pull Up a Seat for a Learning Café Session
Consider the Customer Profile to be your contact directory. Your directory contains important information about the staff members you count on to connect to CU*Answers Management Services for strategic planning, launching new products, or just to brainstorm on a new idea. Have you ever wondered how the information is compiled? Join Julie Gessner for February’s… Read more »
Take a Look at the CU*Answers University Courses for February!
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 February! Thursday, February 2 3:00 PM – 3:30 PM ET Preparing for a Cybersecurity Incident Response Register for web conference Monday,… Read more »
Let Your Members Know About Winter Closings with Mobile Alerts, Powered by CU*Publisher
As the months grow colder and the potential for winter storms increases, wouldn’t it be convenient to let your members know that specific branch locations will be closing? Look no further than Mobile Alerts! Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS…. Read more »
Here comes the next Collections Roundtable!
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes. Join us for the first session of the 2023 Collections Roundtable Series – for whichever session you’d like, or both! We are once again hosting an in-person version of… Read more »
A Note from CU*Answers: Updates to 5300 Call Report Ratios
An important note for your credit union: several ratios on Tool #1021: 5300 Call Report Ratios have been updated, based on changes which were made by the NCUA in March of 2022. The ratios listed below have been updated with the correct calculations: Net Worth/Total Assets Delinquent Loans/Net Worth SIRRT (Supervisory Interest Rate Risk Threshold)… 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
Dive into Administrator Features Available in TLC
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. Click the button below to register today! Register Today
1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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