welcome to the august tricks of the trade webinar!

Welcome to the August Tricks of the Trade

webinar!

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!

What is Tricks of the Trade?

What is Tricks of the Trade?

What is Tricks of the Trade?

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

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.

Insert an arrow next to your favorite Labor Day food.

Ice Breaker

Fresh tomatoesWatermellon

Hamburger

Yummy squash

Toasted marshmellowApple pie

Please follow along in this webinar while I show you how to find this brochure.

Top Ten Software Enhancements of 2012

Top Ten Software Enhancements of 2012

Top Ten Software Enhancements of 2012

Top Ten Software Enhancements of 2012

Top Ten Software Enhancements of 2012

Fun FactHow many of the top 10 software enhancements for 2012 require credit union activation?

Insert an arrow in the box with the correct answer.

63 8

Top Ten Software Enhancements of 2012

6Source: The Writing Team!

Fun Fact AnswerTop Ten Software Enhancements of

2012

Great job! You’ve won a

trip to Las Vegas!

Fun Fact PrizeTop Ten Software Enhancements of

2012

Mobile Web Bill Pay for EasyPay by Fiserv

Mobile Web Bill Pay for EasyPay by Fiserv

Mobile Web Bill Pay for EasyPay by Fiserv

Mobile Web Bill Pay for EasyPay by Fiserv

Automated Reports and Queries

Automated Reports and Queries

Enterprise Risk Management (ERM) Tools

Enterprise Risk Management (ERM) Tools

Where can you access the “Top 10 Software Enhancements of 2012” brochureInsert an arrow in the bubble with the right answer.

BAt the top of the CU*BASE

Reference Page

AOn the Client News page (I am a Client)

CBoth A and B.

Pop QuizTop Ten Software Enhancements of

2012

Pop Quiz AnswerC

Both of these locations have a link to the brochure

Top Ten Software Enhancements of 2012

Bravo! You’ve won a crisp

freshly-picked apple!

Pop Quiz PrizeTop Ten Software Enhancements of

2012

See/Jump Controls for “It’s Me 247”

See/Jump Controls for “It’s Me 247”

New Retention and Concentration Risk Dashboards

New Retention and Concentration Risk Dashboards

New Retention and Concentration Risk Dashboards

What feature in help did I just use to find documentation on the new dashboards?

Table of ContentsSearch

Insert an arrow in the square with the right answer.

Pop QuizTop Ten Software Enhancements of 2012

The Search feature in Online Help was used to find documentation

(Table of Contents was used to find the ERM documentation)

Pop Quiz Answer

Top Ten Software Enhancements of 2012

Pop Quiz PrizeTop Ten Software Enhancements of 2012

Excellent! You’ve some

yummy chocolates!

Abnormal Activity Monitoring

Abnormal Activity Monitoring

Credit Score History Dashboard

Credit Score History Dashboard

Teller Currently Serving

Teller Currently Serving

Smart Messages Promos via “It’s Me 247”

Smart Messages Promos via “It’s Me 247”

TakeawaysOn the whiteboard:Write down your most valuable takeaway from today’s webinar.

Webinar Wrap-Up

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:

O Top Ten Software Enhancements of 2012: http://www.cuanswers.com/pdf/cb_ref/Top_10_software_2012.pdf

O CU*BASE Reference Page http://www.cuanswers.com/client_reference.php

O CU*BASE Online Help http://www.cuanswers.com/doc/gold/gold.htm

See you at next month’s Tricks of the Trade webinar!