9 AM – 10 AM Introductions, CU*BASE Release Strategies, and Review of 22.XX CU*BASE Release
10 AM – 12 PM Review of CU*BASE Configurations. We will review many of the configurations that your team reviewed at the time you converted to CU*BASE.
12 PM – 1 PM Working Lunch for Miscellaneous Questions/Discussion. How can CU*Answers assist your credit union in achieving your 2022 strategic goals?
1 PM – 3 PM Lending Configuration Review, Lending Workflow Strategies, Collections, etc.
3 PM – 4 PM Review of New/Favorite CU*BASE Dashboards and Most Recent Analytics Booth Releases
9 AM – 10 AM Follow-up/Questions from Day 1
10 AM – 11 PM Member Services Workflow Strategies, Configurations, and Tools
11 PM – 12 PM Wrap-Up/Miscellaneous Questions & Next Steps
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