welcome to the august tricks of the trade webinar!
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 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.
6
3 8
Top Ten Software Enhancements of 2012
6Source: 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
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 Quiz
Top Ten Software Enhancements of 2012
Pop Quiz Answer
CBoth 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”
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!