Home | CU*Answers

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

Get Ready for the Next Collections Roundtable

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More

Custom Services New Name

Previous Next

In Case You Missed It…

Take a look back at some important topics from the last half of August 2026! View Topics

Get the Most Out of CU*Forms

Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register for a session now! Register Now

Join Network Services for our October Boot Camp

Join us October 14th and 15th for a two-day boot camp! This is an opportunity for your credit union IT members to build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to learn more and register now. Register Now

Need to Clean Up Your AnswerBook Contacts?

Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »

Sep 14, 2026

Mark Your Calendar: HA Rollover for Integrations API Systems Occurring 9/16/26

On Wednesday, September 16th, we will be performing a rollover for the High-Availability (HA) systems that our Integrations Team utilizes for API Integrations. The rollover is scheduled to begin on Wednesday, September 16th at 7:00 AM ET (4:00 AM PT), with a rollback planned for 8:00 AM ET (5:00 AM PT). This exercise will allow the team… Read more »

Sep 11, 2026

Check Out the New Resources Featured in this Edition of Documentation Digest!

Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »

Sep 11, 2026

2026 Education Spotlight – Closing Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »

Sep 11, 2026

Updates for Paymentus Clients Arriving 9/15/26

Attention Paymentus clients: On Tuesday, September 15th, several updates will be deployed for clients who partner with Paymentus. These deployments include: PASS Enhancements P2P Payees Management in Customer Profile – PASS Users can now view and manage P2P payees directly within the Customer Profile screen, streamlining support for end users. P2P Payees Button: For FIs that… Read more »

Sep 11, 2026

Lender*VP and Edge Invite You to an In-Person Lunch & Learn Event at TechTown in Detroit!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work – from reducing manual processes and supporting smarter lending decisions, to improving member experience and gaining a more complete view… Read more »

Sep 10, 2026

Reminder: ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms

ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »

Sep 10, 2026

2026 Education Spotlight – Head Teller Vault/Change Fund Management

The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »

Sep 10, 2026

Join Us for a Dive into Administrator Features Available in TLC!

If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »

Sep 10, 2026

Elevate Online Banking with Layout 2!

Give Your Members a Fresh and Intuitive Online Banking Home Screen! Layout 2 gives your credit union greater flexibility over what members see, and makes important tools easier to find. Designed Around the Member Experience! The widget-based design of Layout 2 for It’s Me 247 Desktop brings helpful information and frequently used tools together on… Read more »

Sep 10, 2026