Client News provides the information you need to stay current with what’s happening. You may also want to check out the press release section.
CU*Answers University
One of the cooperative principles, CU*Answers is committed to education and training. CU*Answers offers a variety of pre-scheduled classroom and webinar courses all year long.
Documentation
Are you looking for information about future releases? Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools? Stay current by subscribing to CU*Answers newsletters. Read about topics beyond the CU*BASE software and how to pull it all together.
Cybersecurity Resources
Cybersecurity and resilience are serious economic concerns rapidly spreading throughout the credit union industry as the risk of data breach and fraud continues to expand. As an engaged and committed CUSO, CU*Answers has the professional resources available to learn about cybersecurity requirements and help credit unions design and build the infrastructure needed to continually monitor… Read more »
Owners View
Want to talk to our professionals and your peers about any of these projects? Join one of our Conversations on… groups! Owner’s View is a shared project management tool that gives everyone involved in developing software tools a centralized list to help all team members understand where projects stand at any time. By keeping all… Read more »
Related News
Tax Statements in Online Banking – Providing Convenience for Your Members!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
Reminder: New Subsystem Infrastructure for Online Banking Arriving in January
ATTENTION SELF-PROCESSING CREDIT UNIONS We are reaching out to all of our Self-Processing credit unions to inform you that our IBM development teams need to build subsystems and users on your server. We will be building these subsystems on Monday, January 9th, 2023. The subsystems will then enter use beginning Tuesday, January 17th, 2023. The… Read more »
Meet the Newest Member of Our Family – Servicer Edition!
Do you work with CUSOs or other businesses that offer mortgage, commercial or consumer lending and need a comprehensive suite of account servicing tools? Register below for one of our webinars to get a high-level overview of the Servicer Edition platform and how it can benefit the business owners you serve! January 17th 3:00 PM… Read more »
Join Us for a FREE Education Express Webinar!
Friday, January 27 2:30 PM – 3:00 PM ET This Month’s Focus Education Opportunities The mission of the Client Services and Education Team is to give assistance and training to our clients and staff in order to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients… Read more »
Don’t Forget – We Will be Sunsetting the End of Month Checklist Service at the End of January
As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »
December Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2022 edition of the Owner’s View Monthly Recap! December 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
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 »
Already Using Xpress Teller? Sign Up for Native Receipts Today!
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
Special Event: Join us for Conversations on ANR/NSF Fees
Let’s Talk About ANR/NSF Fees Email inboxes and news feeds are buzzing these days about the shift in attitudes about NSF fees, overdraft protection programs, and overdraft services such as Courtesy Pay, especially for debit card activity. As states begin issuing scary-sounding mandates and industry thinkers present their opinions, credit unions are scratching their heads… Read more »
Video of the Week: Loan Quoter Extras
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video, which has been viewed 4,908 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!