CEO Tickler

Asking the right questions can change behavior and results.

April 2015

April Is National Stress Awareness Month
 
Part 2: Answers
Look at all the ways CU*BASE can make your life easier and help you de-stress! Did you engage your staff and find out which tools we're referring to below? Check your answers and see if they match up to ours!

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!
About CU*Answers 
CU*Answers is a 100% credit union-owned cooperative serving credit unions that represent more than 1.6 million members. Among its most popular services are its core-processing system, CU*BASE, and its online and mobile banking product, It's Me 247.
Contact Us
  
P: 800.327.3478
F: 616.285.5735
Education
  
April 29
Executive Study Groups: What's Next for Imaging Solutions
 
April 30
Dashboard Dives: Collections Dashboard
  
May 6
Quarterly Collections Roundtable
 

May 11

Who Is Chatter Yak and Why Do I Need Them?

Register

 

May 12

Yak Tracker Demo

Register

 

 

View All Courses

Visit us online at www.cuanswers.com.