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 »
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 »
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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
The FUEL Decision Model allows credit unions to continue operating after regular branch hours and will decision loan applications automatically. FUEL offers a fully customizable decision model, with multiple templates that can be adjusted to fit the needs of your financial institution. Join Ashley Melder and Charlie Dean of Lender*VP to learn more about the… 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 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 »
CU*Answers University Week is coming January 23 – 26! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, January 23 10:30 AM – 12:00 PM ET Member Services: Inquiry and Phone Operator Register for classroom session Register for web conference 3:00 PM… Read more »
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… Read more »
Are you having difficulty finding time to plan and prepare for board elections? Do you find it difficult to drum up enthusiasm for participation? How well do your members understand the value of ownership and participation? Join Keegan Daniel for a Learning Café session on CU*BASE Ballots and Election Management. Keegan will provide insights on… Read more »
2023 Education Catalogs are Here! Get your planners ready because there’s a wealth of training opportunities coming your way in 2023! Your catalogs have been mailed and will be in your hands soon. Additionally, you can click below to download an electronic version. Download Catalog
If you have ideas for marketing materials you can’t find elsewhere, our custom campaigns are the perfect solution! Learn More
Take a look back at some important topics from the last half of June 2024! View Topics
With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
