Latest News

Join Us for a FREE Education Express Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Thursday, August 24

7:30 AM – 8:00 AM PT

This Month’s Focus

AnswerBook

Join us for a refresher on AnswerBook, and how to take full advantage of the features
it has to offer, including:

  • Registering for AnswerBook
  • Submitting a Question
  • Choosing a Topic
  • Searching the Knowledge Base

Don’t miss this FREE webinar!

Here comes the next Collections Roundtable!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

                 Pull Up a Chair,

      the Roundtable is Waiting!

Join us for the FREE Collections Roundtable, an open forum discussion on
collections laws, internal procedures, and CU*BASE processes. Join us for the
third session of the 2017 Collections Roundtable Series, for whichever session
you’d like – or both!

This month’s Collections Roundtable will feature guest speaker Tom Leduc of
the Leduc Group.  Tom specializes in financial institution regulatory compliance
and litigation, and is knowledgeable on topics including state and federal
regulatory compliance,  consumer protection, Bank Secrecy Act and bankruptcy
law.

Tuesday, August 29

Morning Session: 9:30 AM – 12:00 PM ET

 

Afternoon Session: 1:30 PM – 4:00 PM ET

 

*Please select your desired Roundtable session time from the drop-
down tab on our website when the links above direct you to the
registration page

Don’t Miss Next Week’s Xtend Webinars!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Coming Up Next Week!

Each month, Xtend offers FREE webinars focused on lending, marketing, and member service;
these engaging webinars provide credit unions with helpful products, services, and industry tips
to give them the leading edge.

Tuesday, August 22

11:00 AM – 12:00 PM PT

Contact Center Service – Strengthen Relationships One Conversation at a Time

Establishing ongoing relationships with your members is what your business is all about.  Is
your inbound telephone support building your brand and positioning your credit union in today’s
competitive marketplace?  Put the Xtension Contact Center to work for you.  Partnering with the
Xtension Contact Center can allow you to extend your member support hours, add service
capabilities without adding brick and mortar, and provide effective support for your growing list
of electronic services.

Join us to learn how partnering with Xtension Contact Center will expand your member support
capabilities to be there for your members more often, and more effectively.

Wednesday, August 23

11:00 AM – 12:00 PM PT

Member Reach – “A Deep Dive”

Ever wish you had an automated email sent to each new member when they join your credit
union?  What about an email to all members without a checking account with your credit union?

Join us as we take a deep dive into the details of the Member Reach program.  This webinar is
geared toward current Member Reach clients who would like to learn more about the program or
brush up on their Member Reach education.

Thursday, August 24

8:00 AM – 9:00 AM PT

Outbound Support – an Xtend Center Service

Is your credit union looking for a more effective way to let members know about your products and
services?  Do you want to be a voice to the member at key milestones in their membership?  Does
your marketing plan include professional outbound calls as part of your growth strategy?

Let Xtend help you establish ongoing relationships with your members, and drive more sales into
your branches.  Our outbound team keeps the relationship fresh and hopes to instill the feeling of
importance and value in your members as we perform targeted outbound calls based on a pre-defined
schedule.  We also offer outbound campaign assistance for those special promotions or announcements
that you need to communicate to your members.

Join us to see how Xtend’s Outbound Team can help you!

Video of the Week: Using Search Filters

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Using Search Filters

Need a quick way to show new staff how to use CU*BASE search filters? If so, refer
them to this video, which has been viewed
228 times! Find out why this video is so
popular among CU*BASE users and check it out today!

Check out our entire collection of video tutorials in the

Show Me the Steps Video Library!

This Week’s Xtend Webinars: Featuring ZipWhip and Relevant Solutions

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Coming Up This Week!

Each month, Xtend offers FREE webinars focused on lending, marketing, and member service;
these engaging webinars provide credit unions with helpful products, services, and industry
tips to give them the leading edge.

Tuesday, August 15

11:00 AM – 12:00 PM PT

2-Way Landline Texting, Powered by ZipWhip

Text enabling your existing landline number lets you get in a text messaging relationship with
your customers.  You no longer need to source a different number for texting – one number
does it all.  Member Service, Lending Support, and Collections are the most popular uses of this
powerful communication tool!

Don’t forget to use “Keywords” – your members can text in a word like HOURS, and receive your
pre-configured response automatically.  Or how about texting in APPLY and receive a reply with
a link to your online loan application (if mobile-friendly)!

Try it right now!  Text PRICING to 866-981-4983 and you’ll receive an automatic answer in
seconds!

Don’t have your phone on you right now?  No worries – bring your mobile phone with you to the
webinar to actively participate in our live demo!

Wednesday, August 16

8:00 AM – 9:00 AM PT

Relevant Solutions – New Mobile Budgeting & Expense Management App for your
Members for “Free”!

As part of Xtend’s technology license agreement with Relevant Solutions that we are providing a
robust but simple new mobile app for your members to keep on budget, see their transactions
and manage their expenses!  This solution is the most advanced in the market and it’s free to the
first 20 credit unions.

Attend the webinar to see the features, and how your credit union and how your members can
benefit!

1 Day Left! Bose Speaker Giveaway!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

1 Day Left to Enter

Enter for a chance to give away a Bose® SoundTouch® Speaker

to one of your members!

How to Enter:

  1. Promote the Bill Pay contest to members.
  2. Send an email to marketing@cuanswers.com with photos and screenshots of
    how you are promoting the contest.
  3. CU*Answer staff members will review all entries and choose 2 winning credit
    unions.

 Deadline to Enter: August 15, 2017

LEARN MORE

See how AuditLink can assist your credit union

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

AuditLink reduces the added work imposed by industry regulations and compliance.
Instead of taking time out of your daily routine to focus on these, wouldn’t you rather
prioritize serving your members?

With our robust menu of managed services, AuditLink can help your credit union tackle
these growing regulatory burdens and assist with protecting critical relationships in a
pro-active manner.

Whether you need a Risk Analysis, a BSA or ACH review, Daily Log
Management, or a Security Review, AuditLink is here to help!  Visit our
website
to learn more.  Or, browse our products on the store.

Jump into a Dashboard Dive: Money Movement Analysis

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Join Keegan Daniel, VP of Professional Services, for a Dashboard Dive!

The Money Movement Analysis tool allows you to quickly compare account status for any
group of members or accounts, from any point in time to another, highlighting the
members who need your attention most.  Simply ask CU*BASE to identify all members
where the Money Market relationship was significantly different, and you instantly have
a member contact list that identifies the member relationships you need to rebuild, or
reach out to with a message of appreciation.

Thursday, August 17

12:00 PM – 1:00 PM PT

Don’t forget: if you would like to help co-host one of our Dashboard Dive
sessions, you can earn a $25 gift card!  Click here to learn more.

Reach your Members via Text!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

The convenience of texting is now available for your Credit Union!

Text with your members to and from your current landline or toll-free numbers!  Xtend has
partnered with Zipwhip to offer this leading edge communication tool to credit unions in the
cuasterisk.com network.

Learn how Xtend’s powerful new member contact solution can bring your member service,
collections, and lending communication to the next level!

Register to attend our upcoming webinar below.  Bring your mobile phone to
actively participate throughout the demo!

Tuesday, August 15

11:00 AM – 12:00 PM PT

Or try it now!  Text ZIP to 866-981-4983 to receive details within seconds.

It’s Almost Time for a Dashboard Dive: Products and Services per Member

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS

Join Keegan Daniel, VP of Professional Services, for a Dashboard Dive!

This dashboard allows you to track historical trends for Products per Member and
Services per Member.  Compare the average of Products per Member over a designated
period of time, for new members and long-term members.  You can also use this to gauge
cross-sale prowess, or compare Products and Services per Member from one branch
location to another.

Tomorrow, August 10

12:00 PM – 1:00 PM PT

Don’t forget: if you would like to help co-host one of our Dashboard Dive
sessions, you can earn a $25 gift card!  Click here to learn more.