Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
Business Check Deposits Made Easy with CheckLogic Biz SSO
If your credit union has partnered with eDoc for their CheckLogic Biz offering and you have business members who use BizLink 247, your credit union can also offer business members a Single-Sign-On from BizLink 247 to the CheckLogic toolkit. With this solution, your business members can easily access the software to scan in checks for… Read more »
Update to CU*Forms Arriving 1/20 – New Lending FormFLOW Process and More
On Monday, January 20th, CU*Forms will receive an update which will further enhance the way you serve your members. With this update, your credit union will have access to the following: Menu changes, including the option to select forms by account. New Lending FormFLOW Process. Configuring Default Forms outside of products for memberships and loans, and… Read more »
Two for Tuesday with CEO Geoff Johnson – 01/14/2025
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.
Don’t Forget Your Deadlines: Verification Process Required for Google Play Mobile Apps
As previously announced by Google, all developers on Google Play will need to complete a verification process to continue publishing mobile apps. As a reminder, Google has assigned two dates: Starting account verifications (60 days before deadline). Deadline to complete account verifications. Additionally, Google is requiring a few items to be uploaded as part of this… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? 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… Read more »
New Weekly Report on APSN Transactions
In light of the updated guidance from the NCUA, if your credit union would like to manually review and have the option to refund Automated Non-Return (ANR) and Insufficient Funds (NSF) fees for potential Approved Positive, Settled Negative (APSN) debit card transactions, the Asterisk Intelligence team has constructed a weekly report designed to identify suspect… Read more »
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Give Your Business Members the Convenience of Self-Service Options with BizLink 247 for Desktop and Mobile
With the new BizLink 247 your credit union now has the option for self-service access to make updates. This includes updating marketing or advertisements and where they are linked to, updating widgets, updating navigation for where a feature is located and what it says, adding in your credit union logo and branding, as well as… Read more »
Two for Tuesday with CEO Geoff Johnson – 01/07/2025
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.
Elevate Online Banking with Layout 2!
Bring your members’ online banking to a whole new level with Layout 2 of It’s Me 247 Desktop – where innovation meets simplicity! Packed with cutting-edge features, Layout 2 offers intuitive tools to simplify, streamline, and supercharge how your members manage their finances. Here’s what makes it a game-changer: 🌟 List Widget Point members in… Read more »
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today
Join Us for a Free Custom Training Edition Demo!
CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now
Contact Us!
