BizLink Free Check Up!

Free!

Online Only

This engagement is for credit unions that may or may not be leveraging the most out of the CU*BASE configurations and tools that are popular with business/commercial members!

We will spend time discussing BizLink 247 (Business Online Banking), Biz Watch for ACH (ACH Positive Pay), hiding the 000/Regular Share account for select membership designations, the CU*BASE max earnings sweep toolkit, and more. We will review with you each one of these strategies and why they should be important to you.

We’ll review:

  • Are you offering business/commercial services to members today? If so, what are they?
  • Do you have an interest in learning more about Business Online Banking (BizLink 247)?
  • Are you planning to offer deposit products (savings, checking, certificates) to your business/commercial member audience?
  • The third-party solutions that CU*Answers offers today for your business/commercial members to tap into.
  • We’ll make recommendations for products or perhaps engagements in this catalog that may be beneficial to you and why!

Duration

30 minutes

Consulting or Custom Training

Consulting

Designed For

Credit Unions that want to get the most out of what’s available or to leverage their existing investments to do more!

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