CBX does have several different places where product descriptions can be configured, each used for different purposes. It's common for the descriptions to be entered the same into each configuration, but there are reasons why they are sometimes slightly different. For example, if you use the same range of account suffixes across several of your checking account products, your account suffix description might be something general like Checking whereas the description entered into the Divi  More...

There are two primary reasons we charge this fee: Our belief that we should do our best to keep our fees down when credit unions do not earn. This is why, for example, It's Me 247 mobile web is offered free to our credit unions. It's also behind our constant pressure to reduce fees where CUs have no basis or belief they can charge for a defensive, relationship service. Charging for these services in this manner fund other areas where the direct expenses cannot easily be identified wi  More...

The first step is to make sure your credit union has filled out the three required forms: Sign Up Form, Electronic Payment Service Agreement, and Fed ACH Participation Agreement. There is also a non-disclosure agreement to sign to receive a copy of SWIVEL's SSAE-16 audit results. Once the Client Service and Education team has received the forms from your credit union, they will send the form to our third party processor, SWIVEL. SWIVEL will submit a confirmation with a set of codes that the  More...

CU*Answers strives to accommodate our clients by offering training in many different formats, from full classroom offerings (see the current CU*Answers University Catalog) to online learning and web conference sessions. We also offer individual training sessions, and workshops which can be held either at a credit union site, or here at CU*Answers. For credit union staff to train internally, we offer our web-based online courses as well as hands-on learning using a pretend CBX credit union cal  More...

Ah, yes, the age-old dilemma of getting tellers to pay attention to comments. Over the years many people have tried to come up with the magic bullet to keeping people from blowing past all of the pop-up messages and warning windows that CBX presents. Brighter colors! Extra keystrokes! Flashing lights and a roaring tiger! (Okay, maybe not that last one.) But no matter what we have done, people simply adapt to the change, especially when they feel pressure to move faster. This is the only techniqu  More...