The West-Michigan based cooperative CUSO, CU*Answers, recently announced that as of October 7, the Client Services and Education Team has promoted team members within their team. Monica Boguszewski, Client Service Representative II, has been promoted to Account Executive. Jenn Baker, Client Service Representative I, has been promoted to Client Service Representative II. VP Laura Welch-Vilker…
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…
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…
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…
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…
In September 2019, First Financial CU engaged with the Earnings Edge team of CUSO partner CU*Answers for CFO/back office consulting services to provide software training and policy guidance to their new CFO and accounting manager. The engagement provided the credit union with deeper insight into various accounting software tools to help create efficiencies within the…
Rocket Federal Credit Union (McGregor, TX) will be converting to CU*Answers Item Processing for their member check processing at the end of this month. As a CU*SOUTH client utilizing CU*BASE® for their core processing software, the credit union will receive unlimited free member check image copies and free implementation of member check images to It’s…