Julie Gessner, VP of Inside Sales and Marketplace Development for this month’s Learning Café session! If you missed the 2023 CU*Answers Leadership Conference, or if you would like a convenient way to review materials discussed at this year’s event, we’ve got you covered! Julie will explore highlights of this year’s Leadership Conference and will discuss… 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… Read more »
Attention CU*Answers clients: effective October 1st, 2023, pricing for CU*BASE Custom Training Edition (CTE) will be increasing. The monthly cost will increase from $250.00 per month to $350.00 per month. These price increases will apply to any/all clients using CTE, including current subscribers. This is the first time we’ve adjusted prices since CTE was first… 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… 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 September! Wednesday, September 6 3:30 PM – 4:30 PM ET Balancing Made Easy Register for web conference Thursday, September 7 10:00… Read more »
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 »
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… Read more »
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »
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 »
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 »
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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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
Take a look back at some important topics from the first half of December 2024! View Topics
