Recently the Earnings Edge team has partnered with the team at Park City Credit Union to find more ways to allow members to use self-service features. One way to accomplish this was to implement text banking inquiries and transfers. This gives their members an easy way to keep an eye on their finances through their…
In mid-April, the Earnings Edge team hosted a webinar on the importance of Post-Release Validation to credit union partners. The team took the time to remind credit unions what it is and how they can and should get involved in the process. The following was covered: PRV from the Earnings Edge team is an extension…
Over the last couple months, the Earnings Edge team has worked with the team at Meijer Credit Union to implement an automated printed statement fee for their members. The teams reviewed what the goals were for the credit union to implement this new fee. Used CU*BASE to configure the settings based on credit union policies.…
Recently, the Earnings Edge Team visited Forest Area FCU regarding a review and refresh on the CU*BASE Cross Sales/Next Suggested product toolkit. During the visit, the Earnings Edge team: Reviewed and discussed the incentive programs already in place Reviewed the Tracker Memo Types and how they tie into the Cross Sales toolkit Discussed how the…
Recently, the Earnings Edge team launched a webpage dedicated to Post-Release Validation (PRV). Within the webpage the team covers what PRV is; why it’s important; how to validate the data after a new software enhancement or fix; and upcoming projects that will require PRV after going live into the network. There are exciting enhancements that…
Recently a project was released to two credit unions as a Beta-type project. 1st Community FCU and Partnership Financial CU participated in validating a project related to schedule loan payments for lines of credit. Previously, when a LOC was paid off and EOM processing happened, the loan still showed a scheduled payment amount due in…
Recently, the Earnings Edge team sat down with the management team at Element Federal Credit Union (Charleston, WV) for a strategic planning session. The goal of the meeting was to introduce Element FCU to recently released CU*BASE software and to provide feedback on the strategic goals the credit union is establishing for the remainder of…
Last week, Cody Smith alongside Julie Gessner hosted an educational event during which the two conversed on Cody’s new role at CU*Answers and how he can help credit unions gain an edge on earning and build stronger relationships with members. To mention a couple examples, Cody has been working with credit unions on CU*BASE tiered…
Sentinel Federal Credit Union (Rapid City, SD) embarked on a new initiative to begin analyzing branch activity with renewed spirit in 2021. Their goal was to identify how members are being allocated to branches, and to ensure that their operations are consistent with their goals of truly understanding the details at each of their branches.…
CU*Answers announced that Cody Smith has joined the Earnings Edge team. Since joining, he has developed further interactions with current clients, and some that just joined the CU*Answers network. One of the main goals joining the team is to become a regular accounting live week support trainer. He has worked directly with post-conversion inquiries from…