Client News

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 »

Tips from Earnings Edge: Performing Transaction Reversals

Tips from Earnings Edge: Performing Transaction Reversals

Do you have questions about performing a reversal on a transaction in CU*BASE?  Below are several resources that can help you navigate the ins and outs of transaction reversals! The booklet linked below covers step-by-step directions for reversing payments on savings, loan and mortgage accounts. Read the Booklet In a recording of our recent Learning… Read more »

May 12, 2022

Last Call to Register: 7th Annual AuditLink Conversations Event in Grand Rapids

Last Call to Register: 7th Annual AuditLink Conversations Event in Grand Rapids

Don’t miss out on the 7th annual Conversations on Compliance event!  Check out this PDF for a full schedule of events, including our featured speakers.  Registration closes on Friday morning, so sign up now to join us on Wednesday, May 25th at the Amway Grand Plaza Hotel in Grand Rapids, MI.  We look forward to… Read more »

May 11, 2022

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users! With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free… Read more »

May 6, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

May 5, 2022

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

Meet the Analyst: Deriving Data Insights to Help Your Business Strategy

In order to become a more data-driven organization, you need a person or a team that ensures quality information can be used in a meaningful way throughout your entire business.  Meet the Analyst is your human resource for managing a range of data-driven functions, including overseeing data management, creating data strategies and improving data quality…. Read more »

May 4, 2022