Don't Let Risk Assessments Cause Concern
This tool makes risk assessments a piece of cake! Your tellers and member service representatives can use it to run risk-assessment scans quickly and easily while opening new memberships!
Answer: QualiFile
Big Decisions Don't Have to Mean Big Stress
When you have to make important decisions on new branches and products, let your members help using this online banking tool designed to gather member input!
Answer: Online Ballot Tool
Don't Lose Sleep Over Compliance
Get assistance meeting compliance regulations on this screen, which includes an option to automatically prompt tellers to complete Currency Transaction Reports when they post eligible transactions.
Answer: Bank Secrecy Selection Criteria Screen
Marketing Is a Breeze with These Tools
Using these two tools, you can quickly and easily identify and contact a group of members or non-members for a marketing campaign.
Answer: List Generator and Member Connect
Don't Sweat Board Meetings
Let this feature take away your pre-board meeting jitters. With just a click of the mouse, you can convert CU*BASE dashboard data into printable charts and graphs!
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