Friday, June 24
3:30 PM – 4:00 PM ET
Educational Resources
Join our Client Services and Education team for a quick refresher of educational resources we have available for our clients.
The mission of the Client Services and Education team is to give the assistance and training our clients and staff need to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients through education. Your success is our success!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of December, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up! Monday, December 16 9:30 AM – 11:00… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in December! Tuesday, December 3 3:00 PM – 4:30 PM ET Planning for Year-End and Using the YE Processing Guide Register for web… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available… Read more »
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available… Read more »
Thursday, November 14th 2:30 PM – 3:00 PM ET This Month’s Focus Year-End Tasks for November During this month’s Education Express session, Cindy Stevens will lead a discussion on Year-End tasks for the month of November. Cindy will highlight tasks that need to be completed by your credit union, as well as important reminders for… Read more »
CU*BASE security is designed to protect both your credit union and your employees. Limiting an employee’s access to certain areas helps to curtail errors, and credit union leaders can be reassured that their employees are above suspicion. Join us for a review of CU*BASE employee security, as we take a look at available options. This session… Read more »
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in November! Monday, November 4 3:30 PM – 4:30 PM ET Getting Started with Unique Data Management (UDM) Register for web conference … Read more »
Friday, October 25th 2:30 PM – 3:00 PM ET This Month’s Focus Getting Ready for Year-End It’s almost time to gear up for Year-End Verification! Do you know what needs to be done for your credit union? During this month’s Education Express session, we’ll talk about the steps that need to be completed before the year ends…. Read more »
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
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Take a look back at some important topics from the first half of November 2024! View Topics
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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