Viewing a Member’s Tax Information Need a quick way to show your staff how they can view a member’s tax file in CU*BASE? Refer them to this video, which has been viewed 1,054 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
AuditLink maintains the most robust and relative database of vendor due diligence and intelligence in the country. We set the standards for vendor due diligence for a national audience. Our Meet AuditLink series focuses on Vendor Management and the people who drive the innovation and technology that sets us apart from all others. This informative… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Join Us for a Roundtable Recap! Attend the Roundtable Recap to hear about hot topics that were discussed at the Collections Roundtable on August 26. Use the link below to register! Thursday, September 9 4:00 PM – 5:00 PM ET Join the Webinar
Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »
Join the Asterisk Intelligence team as they review several quick insights available from the member transaction posting data found in Tool #1220: Transaction Activity Validation. Our focus will be on using the data to find statistics for recent hot topics – direct deposits from employers, unemployment check deposits, and stimulus funds deposited. Your data is… Read more »
Check out the Developer’s Help Desk video series for answers to common questions and tips relating to the DHD platform. In our seventh video, Scott Page and Brian Maurer discuss cost factors when developing a new project, including the total cost from CU*Answers as well as from vendors. Brian and Scott also explain the long-term… Read more »
Is your credit union currently using Experian as your primary credit bureau? Don’t forget that as of October 29th, 2021, Experian will no longer allow credit reports to be pulled via CU*BASE. Lender*VP will be hosting multiple upcoming webinars, during which we will explore features available in CU*BASE through TransUnion. We will also discuss how… Read more »
Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly. Missing the deadline of the 10th may cause your statement mailing to be delayed. This may also result in a late fine from… Read more »
Twice each year, CU*Answers tests our ability to redirect CU*BASE core-processing from our production data center to our high-availability (HA) data center. The next HA rollover is scheduled for Sunday, September 12th. This rollover will occur over a two-week period, enabling support teams to perform planned network maintenance at the primary production data center without… Read more »
Join the Asterisk Intelligence team for one or more sessions in the September Asterisk Intelligence Week! Options include both skills and strategy sessions! During the event, participants will review and discuss data analytics, data management, and data warehousing solutions and strategies. Also available by popular demand is an entire day of tactical skills instruction on… Read more »
Unemployment claims are at a historic level across our country and you need to know details of the impact on your membership. Find these members – You can know who is dealing with financial disruption and needs connection to resources.
Get started with enhanced operational reporting and improved trending abilities – impress your board with insights powered by Analytics Booth!
Best Customer Data Implementation Award
Payveris worked with CU*Answers, a Credit Union Service Organization (CUSO) that pools together resources from a large number of smaller credit unions, to provide services that aren’t accessible to individual credit unions. The companies created a data exchange and bill pay dashboards that unlock insights for hundreds of credit unions.
