The Client Services and Education Team of cooperative CUSO CU*Answers recently celebrated the retirement of Martha Anderson-Ford who worked as an account executive since 2017. “Martha has been a valued member of the Client Services and Education Team since she joined, cleaning up our guidebooks and best practices, escalation procedures, transition documentation, all while assisting
Xtend, a Grand Rapids, MI-based CUSO, announced its new AI program focused on internal Contact Center learning. The program has already earned out for the shared resources CUSO. Xtend added an AI focus in the Contact Center in 2018, and has since utilized learning initiatives to drive volumes, adapt training and education programs and structure
In mid-September 2019, the North Central Area Credit Union team was visited by the Earnings Edge and Lender*VP teams from CU*Answers to help them assess their overall operations and to identify pieces of the CU*BASE software suite that may not be currently used by the credit union. This is facilitated through a tune-up offering that
Congratulations to AdventHealth Credit Union on their new website launch! Their site has a very clean and professional feel, with several handy features for its members. The credit union added a mega menu to organize all their products and services, as well as a modern login widget for online banking. The landing page features themed
In late September 2019, CU*Answers Vice Presidents Keegan Daniel and Jim Vilker met with a group of over fifteen credit unions from across the country to discuss CU*BASE fraud database tools. Jim Vilker is leading the charge related to the credit union’s compliance agenda, while Keegan Daniel is leading the charge related to proving the
Union Pacific Streamliner Federal Credit Union, based in Omaha, Nebraska, converted to CU*BASE in August. Union Pacific Streamliner has one location and a membership base of 3,700. Xtend assisted their membership through the conversion process and since then has integrated into many aspects of the member experience with continued Branch XT and WebChat support. Xtend’s
In the summer of 2019, Cincinnati Ohio Police Credit Union tapped into the expertise of the Earnings Edge team to work with them on developing a robust cross sales initiative with their staff. The Cincinnati Ohio Police Credit Union team was looking to provide their staff with more options for tracking, referring, and finalizing the
Great Meadow Federal Credit Union, based in Granville, NY, has selected eDOC Innovations to be their full document imaging provider. With eDOC’s comprehensive digital transaction management solution Great Meadow FCU will not only be taking advantage of the robust eDOC platform, they will also be utilizing a recently enhanced integration built between eDOC and the
The West-Michigan based cooperative CUSO, CU*Answers, recently announced that the Client Services and Education Team will add another client services representative to the team. Jaclyn McDonald, formerly with Client Services & Education as receptionist/administrative assistant, will join the team as a full representative. The Client Services and Education team has also hired Danata Paulino as
Asterisk Intelligence, the data analytics and data warehousing team at CU*Answers, recently published a free book of their Data Fact projects executed in 2019. Data Fact projects are quick and simple data points researched from a credit union’s available data and delivered to them via email from Asterisk Intelligence (AI). The team selects a different