11.3 Release Training
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11.3 Release Training Online Credit Unions: September 18, 2011 CU*NorthWest/CU*South: September 25, 2011 Self Processing CUs: October 3-4, 2011 Published: September 15, 2011
description
11.3 Release Training. Online Credit Unions: September 18, 2011 CU* NorthWest /CU*South: September 25, 2011 Self Processing CUs: October 3-4, 2011. Published: September 15, 2011. New GOLD Search and Menu Option Descriptions. Full Featured “GOLD” Search - PowerPoint PPT Presentation
Transcript of 11.3 Release Training
11.3 Release Training
Online Credit Unions: September 18, 2011CU*NorthWest/CU*South: September 25, 2011Self Processing CUs: October 3-4, 2011
Published: September 15, 2011
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New GOLD Search and Menu Option Descriptions
Full Featured “GOLD” Search Find Out What CU*BASE Does – Before You Select It
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CTR Forms Direct from CU*BASE
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New/Closed Accounts Dashboard
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“Learn from a Peer” New Fee and Tiered Service Configuration Comparisons New “Learn from a Peer” Comparison Style –
Compare Several Credit Unions at Once Additional Fee Configuration Comparisons Available “Learn from a Peer” Tiered Service
Configuration Comparison
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Enhancements to the Tiered Service Program Setting the Stage for Future Development “Reward” Points with Expiration Features Save a Stamp! Market Your Rewards Program via
Regular Statements New Ways to Market Your Tiered Service Program
Online to Members
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Member Selected Printed Statement Styles Increase the Value of Your Member’s Most Basic
Communication Market Statement Styles Online
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Next Suggested Product
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Daily Lending Efficiencies
Business Unit Changes to Loan Queue and Activity Tracking
Dashboard Product Code Now Saved with Application Easier Access to Lending Dashboards by
Management
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“Top 10” Lending Report Enhancements Business Unit Export to File Include/Exclude Written Off Loans Multiple Select button Participation Lending Enhancements for Reports
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Participation Lending Rewrite
New Menu! Participation Loan Processing (MNPART) Enhanced 360 Loan Support
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Credit Card Enhancements
Credit Card and ATM/Debit Options Now on the Same Menus
Improved Maintenance and Order Features Offer Credit Cards Online
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“Route One” to Attract More Indirect Members
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Loan Underwriter Approval Limits
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Off Trial Balance (OTB) Enhancements
Members Can Now View OTB Information Online Pay OTB Accounts via Miscellaneous Receipts Payments via Online Banking
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And more…
Coming Soon: Mobile Text! Check Processing Now Consistent with ACH
Processing for Stop Payments Social Security Number Search Returns to Inquiry
Phone and Teller Indicator Shows that Privacy Controls are “On” Automated ANR Scoring Lowers ANR Levels Rate Benefit Consistent with Dividend Payment Menu/Speed Sequences Get an Update Check out over two pages of Miscellaneous Items!
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Questions?
How can I share this information at my credit union to further train staff?
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Digging Deeper
Resources available– http://www.cuanswers.com/client_reference.php for
CU*BASE reference materials– http://www.cuanswers.com/client_reference_itsme.php
for It’s Me 247 reference materials– http://www.cuanswers.com/doc/gold/gold.htm for
CU*BASE GOLD online help– http://www.cuanswers.com/doc/stepbystep/stepbystep.ht
m#welcome.htm for Show Me the Steps Help
Thank you for attending!
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