To update a signature line in CU*BASE you’ll use the Tool #497 Member Connect Marketing Tools. (You will need a file name to move forward, so it can be helpful to have a test file created in your QUERxx library for situations like this.) NOTE: For Member Reach clients, Xtend has previously created a file ‘MBRRTEST’ that will allow you to access the Message Maintenance screen. Select Online Banking and/or email message from the first window and then press Enter. On the Me  More...

The most likely scenario is that the member clicked on an unsubscribe button on a particular type of email from your credit union, but then received additional emails on other subjects. Remember that the unsubscribe feature in the emails generated via CU*BASE tools does not apply to all emails on all subjects sent via all channels, only that specific type. It is up to you how to handle this, but we recommend contacting the member and explaining. If they want to be removed from all email commun  More...

Actually, because CU*Answers sends email on behalf of all of its clients, bad email addresses hurt all of us! Every month CU*Answers sends nearly 100,000 e-statement notifications. We send a couple hundred thousand It's Me 247 online banking notices. We send Member Reach newsletters on behalf of 80 credit unions. We send a lot of email. (And it’s email that your members want to receive!) Unfortunately, if enough emails are returned as invalid addresses, large Internet Service Provider  More...

If you pull credit reports using the CU*BASE online credit bureau access system, credit report data is stored online and can therefore be mined for opportunities. There are a couple of ways you can find this information: Use Tool #976 Where Your Members Borrow This tool pulls trade line data from stored credit report files, showing other financial institutions with whom your members do business. This tool lets you make a direct comparison between your credit union and a competitive FI. F  More...

Yes. The first time someone sends a document for e-signing the system asks for a name and email address and that is used as the “from” address on the outgoing emails to members. Whenever someone signs, an email is sent to that address alerting that a signature has been captured. We will also configure a generic email address for your credit union that the system can use for any subsequent notifications, and this should be a group email that gets routed to multiple people at your cred  More...

These days, electronic communication is becoming more and more vital to your relationship with your members. Start by verifying your credit union's From: email addresses are set up properly. You can use a DNS tool to verify your domain, learn more in this Knowledge Base item . This is where bounced-back emails are delivered, one for loan status change emails (configured as part of your Underwriting Codes and generated by items in your lending queue) and all other general emails that CU*BAS  More...

CU*Answers process Analytics Booth contracts on Wednesdays. Depending on when your order form arrives, the next Wednesday we will make the request to begin your data harvesting. This gives us a week to add your credit union to our data collection routines and verify that data is being collected properly. When the next Wednesday comes, and we've verified Analytics Booth is receiving your data properly, your credentials will be emailed to you. You will be assigned a temporary password that  More...

Yes, Xpress Teller (Tool #1600) is intentionally designed with the idea that the picture ID is your main form of identification. This teller platform is for credit unions who are aggressive about getting photo IDs! The screen shows just enough for the teller to be able to check they have the right ID. The wrong email and address warnings are configurable in the Xpress Teller workflow controls (Tool #1775). You can also choose which of the other data points are displayed (for example, you ca  More...

There are a couple of things a credit union CEO should do with the Money Movement Analysis tool (Tool #536) in CU*BASE: Comparing to last month: The tool is designed to use last month's ending balance to compare to the current date. So one way to use this each and every month is to regularly compare the balance during, say, the third week of each month and see what accounts have had wide swings either up or down, and then act accordingly on a regular basis. For example: On July 20, compare  More...

The following steps are done using Tool #497 Member Connect Marketing Tools . Refer to the Getting Started with E-Statements booklet for the following details. In the Table of Contents, refer to the Changing Signature Line Text section. You can click on the page number in and use the Ctrl key to advance to that page in the document. Below the section is summarized. CHANGING THE SIGNATURE LINE TEXT With email messages, you need to include your credit union name and contact information in a   More...

We pull data from many different tables into a new behind-the-scenes table called a view. When a search is performed we look at everything in that view and return a result wherever we got a hit in any column or row in that table. The view selects data from the following files: MASTER membership info (account base, DBA name, employee #*, last name, first name, middle initial, reference*, SSN, member type) MSNONMBR non-member info (SSN/TIN, first name, last name, middle initial, member type) Th  More...

The PIB Profile online tool does include a mechanism for members to click forgot my password and, after answering a series of challenge questions, the system will send a new password to the email address on file at the credit union for that member. There is also a mechanism in Online Banking where, if your credit union has already set up a profile for the member, or if you require the use of a PIB profile in order to access Online Banking. A m ember creates a user name and password to acce  More...

If we are sending you an announcement, memo, or other document that is intended for all credit unions, the attachment will also be available from our web site. In CU*BASE GOLD, click the Net button Choose cuanswers.com Click the Clients button (upper-right corner) to display the "News Updates" page Click on any of the announcements listed to open the corresponding PDF file NOTE: If you just got the email and the attachment is not yet on the web site, wait a little while and try again, to giv  More...

CNS is a trusted partner of our credit unions and often we are the first call when there’s a cyber event at an institution. However, there are important limitations to the cybersecurity services that CNS provides. CNS provides general office network design, implementation, and management services. CNS will monitor and patch for supported patches . CNS does not provide cyber security services. CNS does not warrant that managed networks are immune to cyber events or breaches or that lost dat  More...