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Sales Tools Crash Course

Service info

A two-hour meeting to walk through CU*BASE dashboards (up to seven), Member Connect, Common Bonds, and a short discussion of what’s possible through the Data Warehouse (AI*Engaged).


A live demo of sales tools and related technology.

One-time fee:

$750 – $1000

This course is free for credit unions that have converted to CU*BASE within the last 12 months.

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