If you: A) automatically deactivate online banking access for all new members, and B) expire online banking passwords due to non-use after 90 days, then how do you run an online banking promotion? After all, sending a marketing piece to members won't do any good if they're disabled or locked out from logging in. Of course you could have them call the credit union to get set up, but here's another idea: Set up a special promotional period! Pick a date to start your campaign. Advert  More...

IMPORTANT NOTE: When It’s Me 247 was updated in 2021, the “See” option shown on here was made unavailable. There are two major points to consider when thinking about allowing members to see information beyond the account to which they are actually logged in. Both extend beyond online banking to consider a financial institution’s role and responsibility in protecting member private data via all access channels, from the teller line to a back office employee answering   More...

Yes. Xtend offers a data hygiene campaign to assist you with cleaning up your email and phone numbers. Click the link below to learn more.

Analytics Booth Trends provide a quick and easy way to view your credit union activity over time. Trending information can show how your credit union is performing. Watch for blips and spikes to see if marketing campaigns are succeeding. Did you run a new membership drive last month? Watch the trend to see how it paid off. Trends can be viewed on over fifty key performance indicatiors including balance, member, and transaction data. The graphs displayed on the trends screen can be selected to  More...

Yes, you can customize the entry screen of Xpress Teller with four custom graphics using CU Publisher suite. All four graphics can have hyperlinks. This feature allows you to market special services, offerings, promotions, or other campaigns you wish to keep top of mind with your staff as they assist members. Learn more about this feature in the store. See the link below. When uploading graphics CU Publisher be sure to use graphics that are 420 x 210 pixels if you use the standard size screen.  More...

We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat  More...

Yes! Click the new Profile button in the upper-right corner and choose Switch accounts. Hint: Upload a unique profile picture to each of your memberships, so that once you have jumped to another account the image that shows for the Profile button gives you a clear view of where you are. Use the Personal Info Settings feature on the profile menu, then click the little camera button that appears next to the placeholder image at the top of the page.

By design, there is no access to Phone Operator from within Xpress Teller. You can still use the Timeout Window to access Phone Operator, however.

No, the jump feature is not available in BizLink 247 . This is because of the multi-employee structure for business online banking. There is currently no mechanism to link the employee under one business membership to an employee under another business membership, so that the system knows what permissions to grant the employee once they’ve jumped. It's Me 247 supports jump but in this environment, members can only jump to memberships on which they are primary or joint. NOTE: Dur  More...

You are referring to this announcement released by FinCEN in May. We currently have a project sheet (#45201) to comply with these required changes. NOTE: The deadlines refer to when FinCEN will begin being able to receive the new data, not the date when the new data must be sent. We continue to track this project with FinCEN and will alert clients when changes have been made that will affect their day-to-day activities.

In a nutshell, once the Jump feature is activated and the appropriate permissions are given, the member can “jump” to another account. Jump allows a member to log into one of their memberships and then jump to another of their memberships (same SSN) without additional authentication. Your biggest user of Jump will probably be a member with multiple memberships at your credit union. If a member jumps to another membership, this counts against the password of the jumped-to membership  More...

Below are some commonly asked questions about MFA. Below the questions are some fuller feature documentation resources. After my credit union activates multi-factor authentication for It’s Me 247 , do my members using the “jump” feature (to access a second membership without entering credentials) need to use MFA during this jump? Can you send a one-time passcode for multi-factor authentication (MFA) for BizLink 247 via text message? My credit union has activated multi-factor au  More...

Yes, by making use of both a Misc. Receipts and a Misc. Expense posting code, so that you can put the funds temporarily into a G/L then issue a check from that same G/L. Here are the key steps: First, configure two posting codes, using Tool # 534 Misc. Posting Codes Configuration. For the first one, choose the Receipts type and set up a code that will allow you to place funds into a G/L account. For the second one, choose the Expenses/Advances type and set up a code that will allow you to  More...

Members can perform the following tasks while in Mobile Web Banking: Check account balances of savings, checking, certificate, credit card and loan accounts (both available and current balances). View transaction history for these accounts. View funds on hold for savings and checking accounts View pending authorizations for credit cards (if they exist) Transfer funds to other accounts (as allowed by standard online banking) View if a check has cleared (cancelled checks) View pending ACH transac  More...

There are two ways to accomplish this: The first way is to use the Marketing Opt-Out flags on the member's MASTER record. Introduced in the CU*BASE 9.2 release (August 2009), these are two flags that can be checked to exclude the member from third-party marketing communications and/or CU-related marketing commnunications. See the Opt Out link below to read more about the use of these flags. When creating a database file using Member Connect tools, or the CU*BASE List Generator, or even t  More...

With MFA, the member is presented a text message for a secondary authentication into online banking. Because of this, your credit union may wish to do the following to update the personal information that you have on file for your member. Xtend offers data hygiene campaigns to clean up your contact database. See the link to Xtend’s program below. You can add a banner in online banking that directs the member to the page where they can update their personal information in online banking the  More...

When setting up the loan request, enter a First payment date that is the appropriate month-end date. For example, if creating a loan request on August 25, you would specify that the first payment is due on September 30. Then enter a 31 into the Payment day field. This will trigger the system always to use the last day of any given month going forward (31, or 30, or 28 or 29 for February). To adjust this on new loan requests going forward, set the Day of first payment as 31 using Tool #470 Loa  More...

This feature has been temporarily sunset in the new look for It's Me 247 , based on the difficulty of presenting the data in a clear way within the constraints of a mobile phone screen size. Mobile first design means we must have a way to display the information in the smallest format first, then expand for the larger formats. Previously the See feature was only available in desktop online banking, not mobile web, because of how difficult it was to show the accounts while still making it c  More...

No, during the jump process, MFA is not required.

The member will see some new information on the Login History screen starting August 29, 2018. The data for this change was collected beginning August 7th. New information includes: Login Source types: iOS, Android, Desktop Browser, Mobile Browser, Loan Application, Other Login Methods: Username Password, Fingerprint, Pin, Voice, Face NOTE: If a member uses Personal Internet Branch (PIB) device registration, a duplicate login record might appear that doesn’t record the login source, IP  More...

Launch Tool #100 CU*BASE Report Builder (Query) Make sure the Location reads QUERYxx (where xx is your CUID) Click the Lookup button next to the Name input field Use the tab key to jump down to the list at the bottom of the screen, and use tab or page down to scroll to the first query you wish to print Tap the letter “P” or choose Print definition from the drop-down menu Repeat steps 4 5 for a small batch of Queries (to avoid an error message, choose no more than 8-10 at a time)   More...

Your credit union can elect to print the DBA name instead of the primary member name on all standard (non-custom) correspondence (use the link below to see the list of documents). This flag will be turned off by default. With the CU*BASE 9.2 release (August 2009), this flag is set as part of the Membership Designation code configuration, which means that you can set it differently depending on the type of membership. For example, you might want to use the member's name on most memberships  More...

Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...

Yes! Here's a list of just a few of them: Stuff members will love: Favorite accounts - Which accounts they want to see front and center when they log in. Favorite features - Features they want to see along with their favorite accounts, like quick transfer, eStatements, and bill pay. Member messaging - Neat little scrolling ads that pop up to alert members about messages they've received, documents ready for eSignature, password change reminders, and 1Click offers. And our favorite new   More...

If a person or organization is added to the online/mobile denial of service block list, an employee cannot enroll any membership with this SSN/TIN into online banking via the Member Personal Banker, during the membership open process (for example via Tool #3), or directly via the PIN shortcut. When they try to check the “Online Banking” checkbox on the “Audio/Online Banking” screen, they will see messaging that the “SSN/TIN appears on block list.” If a match  More...