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
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q422 Call Report any time after January 1, but be sure… Read more »
Beginning January 3rd: Change to Developer’s Help Desk Custom Project Approval Process
Starting Tuesday, January 3rd, the Developer’s Help Desk will be streamlining the bid approval process of Custom Request projects and we will be using the eDOCSignature product to send bids to clients for approval signatures. No additional action is required of your credit union at this time. If you have any questions, please reach out… Read more »
Video of the Week: Loan Quoter Basics
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 5,738 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Communicate New Branch Locations, Holiday Hours and More with Mobile Alerts!
With Mobile Alerts as a self-service option, you can manage all the important communications for your mobile app users. Content for Mobile Alerts can include marketing promos, new branch locations, holiday hours, annual meeting dates and community events, to name a few. The Mobile Alerts option allows for recurring alerts – you can choose whether… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/27/2022
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Xtend Bookkeeping Service Alert
Attention Xtend Bookkeeping Clients: As many of you are aware Grand Rapids, MI has been experiencing inclement weather and blizzard warnings starting Thursday, December 22 through Saturday, December 24. Out of an abundance of caution, we’ve made a slight adjustment to our daily processes as the weather has impacted our staffing. At a minimum, we… Read more »
Check Out the Release Resource Companion for the 22.10 and 22.12 CU*BASE Releases
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 22.10 and CU*BASE 22.12 – inside you will find key items related to the 22.10 and 22.12 Releases including: NEW… Read more »
A Note from Lender*VP: Clients Locked out of Loan Applications
We recently received feedback from some clients who found themselves locked out of loan applications. These clients were also having difficulty determining which screen was causing this error to occur. We have since determined that the following process is the cause of this issue: If an application has not been created yet and a user… Read more »
Take a Look at the CU*Answers University Courses for January!
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 January! Wednesday, January 11 10:30 AM – 11:30 AM ET Managing Compliance Using CU*BASE Register for web conference 3:00 PM –… Read more »
Asterisk Intelligence Presents: Custom Queries and Training Opportunities
Did you know? The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union! These query results will be provided as a database file in your QUERYxx CU*BASE library. Training is also available upon request, so that you can run the query on your own in… Read more »