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Join Us for a FREE Education Express Webinar!
Thursday, March 21st 3:00 PM – 3:30 PM ET This Month’s Focus Review Year-End Tasks for March and April 2024 During our upcoming Education Express session, Cindy Stevens will detail Year-End items for March and April. Topics covered will include: 5498 Forms Final verification of Coverdell contributions Don’t miss this FREE webinar! Sign Up
Do You Have a New Member Service Representative?
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… Read more »
Take a Look at the CU*Answers University Courses for March!
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 March! Monday, March 4 9:30 AM – 10:30 AM ET CU Publisher – Launching Mobile Manager/Mobile Alerts/CU Info Register for web conference… Read more »
Need to Update CU*BASE User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
How Do I Add or Remove CU*BASE Security Officers?
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Do You Have a New Teller or Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Teller/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… Read more »
Join Us for a FREE Education Express Webinar!
Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner! During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »
Take a Look at the CU*Answers University Courses for February!
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 February! Friday, February 2 1:00 PM – 2:00 PM ET Vendor Management 101 Register for web conference 3:00 PM – 3:30… Read more »
Your Credit Union Has Questions, Our Teams are Here to Help!
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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In Case You Missed It…
Take a look back at some important topics from the last half of December 2024! View Topics
1Click Autopilot
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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Conversations On…
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
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