Welcome to the August Tricks of the Trade webinar!

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Presentation transcript:

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 and hold this companion webinar, to highlight key documents that will make your job easier! What is Tricks of the Trade?

Check out all our Tricks of the Trade webinar presentations and newsletters:

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 tomatoes Watermellon Hamburger Yummy squash Toasted marshmellow Apple pie

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

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

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

Mobile Web Bill Pay for EasyPay by Fiserv

Automated Reports and Queries

Enterprise Risk Management (ERM) Tools

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

Pop Quiz Answer C 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 Prize Top Ten Software Enhancements of 2012

See/Jump Controls for “It’s Me 247”

New Retention and Concentration Risk Dashboards

What feature in help did I just use to find documentation on the new dashboards? Table of Contents Search Insert an arrow in the square with the right answer. Pop Quiz Top 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 Prize Top Ten Software Enhancements of 2012 Excellent! You’ve some yummy chocolates!

Abnormal Activity Monitoring

Credit Score History Dashboard

Teller Currently Serving

Smart Messages Promos via “It’s Me 247”

Takeaways On 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: pdf pdf O CU*BASE Reference Page O CU*BASE Online Help See you at next month’s Tricks of the Trade webinar!