CU*BASE 22.05 is coming soon – join one of our upcoming release training sessions! The 22.05 release of CU*BASE will be arriving on May 15th for Online and Site-Four clients, and on May 22nd for Self-Processing credit unions. CU*Answers will be hosting two separate training sessions for the upcoming release on the following dates: Thursday,… 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 May! Tuesday, May 3 10:30 AM – 11:30 AM ET Using CU*BASE tools for Bank Secrecy Act (BSA) Compliance Register for web… 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 »
Account-to-Account (A2A) transfers allow transfers between credit union accounts and accounts at other institutions. Members can initiate transfers from It’s Me 247 online banking or credit union employees can use CU*BASE Phone Operator. During this session, our Account Executives will detail the configuration of A2A transfers, making it an ideal course for credit unions who… Read more »
CU*Answers University Week is coming April 11 – April 14! Register for our most timely and relevant courses condensed into one week – each course is FREE to attend! Monday, April 11 3:30 PM – 5:00 PM ET Report Builder 1: Working with Computer-Stored Data for Reports and Inquiries Register for classroom session Register… 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 April! Tuesday, April 5 9:30 AM – 10:30 AM ET Internal Controls Best Practices Register for web conference Wednesday, April 6… 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 »
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 »
Join us for an upcoming Learning Café session as we discuss Business Credit Cards. Learn how transaction history for multiple credit card sub-accounts under a single business membership can be consolidated into a single credit card statement, making it easier for a business member to monitor and reconcile expenses on all of their individual business… Read more »
Thursday, March 3 3:30 PM – 4:00 PM ET This Month’s Focus Year-End Reminders for 2021 Join us for a review of year-end reminders for 2021. During this session, we will discuss the following topics: The deadline for final adjustments to Tax Files Final verification of Coverdell contribution (5498-ESA) data in IRA and HSA Balance… Read more »
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
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
Learn More
Take a look back at some important topics from the first half of December 2024! View Topics
