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Welcome to the August Tricks of the Trade webinar!

Welcome to the August Tricks of the Trade webinar!. What is Tricks of the Trade?. From brochures to booklets, From charts to checklists, From flyers to forms,

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Welcome to the August Tricks of the Trade webinar!

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Presentation Transcript

  1. Welcome to the August Tricks of the Trade webinar!

  2. What is Tricks of the Trade? From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!

  3. What is Tricks of the Trade?

  4. What is Tricks of the Trade?

  5. What is Tricks of the Trade? Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php

  6. Focus of This Month’s Webinar:Grand Re-Opening of 2012 Today we’ll show some key pieces of documentation covering the top 10 enhancements of 2012.

  7. Ice Breaker Insert an arrow next to your favorite Labor Day food. Apple pie Hamburger Toasted marshmellow Yummy squash Fresh tomatoes Watermellon

  8. Top Ten Software Enhancements of 2012 Please follow along in this webinar while I show you how to find this brochure.

  9. Top Ten Software Enhancements of 2012

  10. Top Ten Software Enhancements of 2012

  11. Top Ten Software Enhancements of 2012

  12. Top Ten Software Enhancements of 2012

  13. Top Ten Software Enhancements of 2012 Fun Fact How many of the top 10 software enhancements for 2012 require credit union activation? Insert an arrow in the box with the correct answer. 3 8 6

  14. Top Ten Software Enhancements of 2012 Fun Fact Answer 6 Source: The Writing Team!

  15. Top Ten Software Enhancements of 2012 Fun Fact Prize Great job! You’ve won a trip to Las Vegas!

  16. Mobile Web Bill Pay for EasyPay by Fiserv

  17. Mobile Web Bill Pay for EasyPay by Fiserv

  18. Mobile Web Bill Pay for EasyPay by Fiserv

  19. Mobile Web Bill Pay for EasyPay by Fiserv

  20. Automated Reports and Queries

  21. Automated Reports and Queries

  22. Enterprise Risk Management (ERM) Tools

  23. Enterprise Risk Management (ERM) Tools

  24. Top Ten Software Enhancements of 2012 Pop Quiz Where can you access the “Top 10 Software Enhancements of 2012” brochure Insert an arrow in the bubble with the right answer. C Both A and B. A On the Client News page (I am a Client) B At the top of the CU*BASE Reference Page

  25. Top Ten Software Enhancements of 2012 Pop Quiz Answer C Both of these locations have a link to the brochure

  26. Top Ten Software Enhancements of 2012 Pop Quiz Prize Bravo! You’ve won a crisp freshly-picked apple!

  27. See/Jump Controls for “It’s Me 247”

  28. See/Jump Controls for “It’s Me 247”

  29. New Retention and Concentration Risk Dashboards

  30. New Retention and Concentration Risk Dashboards

  31. New Retention and Concentration Risk Dashboards

  32. Top Ten Software Enhancements of 2012 Pop Quiz What feature in help did I just use to find documentation on the new dashboards? Insert an arrow in the square with the right answer. Search Table of Contents

  33. Top Ten Software Enhancements of 2012 Pop Quiz Answer The Search feature in Online Help was used to find documentation (Table of Contents was used to find the ERM documentation)

  34. Top Ten Software Enhancements of 2012 Pop Quiz Prize Excellent! You’ve some yummy chocolates!

  35. Abnormal Activity Monitoring

  36. Abnormal Activity Monitoring

  37. Credit Score History Dashboard

  38. Credit Score History Dashboard

  39. Teller Currently Serving

  40. Teller Currently Serving

  41. Smart Messages Promos via “It’s Me 247”

  42. Smart Messages Promos via “It’s Me 247”

  43. Webinar Wrap-Up Takeaways On the whiteboard: Write down your most valuable takeaway from today’s webinar.

  44. Thank you for attending the August Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: • Top Ten Software Enhancements of 2012: http://www.cuanswers.com/pdf/cb_ref/Top_10_software_2012.pdf • CU*BASE Reference Page http://www.cuanswers.com/client_reference.php • CU*BASE Online Help http://www.cuanswers.com/doc/gold/gold.htm See you at next month’s Tricks of the Trade webinar!

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