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 available… Read more »
How Do I Add or Remove CU*BASE Security Officers?
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 »
Take a Look at the CU*Answers University Courses for August!
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 August! Monday, August 5 3:00 PM – 3:30 PM ET Education Around the Corner Register for web conference Tuesday, August 6… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, July 25th 2:30 PM – 3:00 PM ET This Month’s Focus PASS User Roles for Paymentus Bill Pay/P2P Clients Join Linda Stearns, Cards and Payments Account Executive, for an upcoming Education Express session. Linda will lead a discussion on PASS user roles for Paymentus Bill Pay/P2P clients, and will cover the following topics: Options… Read more »
Pull Up a Seat for a Learning Café Session
This month’s Learning Café session will be hosted by Kasey Olchowski, Manager of Client Services and Education. Join Kasey for a discussion on email best practices and procedures, as well as how to handle wrong email addresses. Topics covered will include: The types of email addresses that are tracked by CU*BASE CU*BASE configuration options for… Read more »
Your Credit Union Has Questions, Our Teams are Here to Help!
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 contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Education Around the Corner – Keeping You Informed of the Latest Webinars and Events
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
Do You Have a New Member Service Representative?
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 and account… Read more »
Take a Look at the CU*Answers University Courses for July!
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 July! Tuesday, July 9 10:00 AM – 11:00 AM ET MAP/MOP – Applying for Membership Online Register for web conference Thursday, July… Read more »
Join Us for a FREE Education Express Webinar!
Friday, June 21st 3:30 PM – 4:00 PM ET This Month’s Focus AIRES Files The NCUA examination tool AIRES (Automated Integrated Regulatory Examination System) attempts to standardize an approach to data, helping to streamline examination processes. Join Cindy Stevens, Account Executive with the Client Services and Education team, for this month’s Education Express session! Cindy… Read more »
In Case You Missed It…
Take a look back at some important topics from the first half of December 2024! View Topics
1Click Autopilot
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
AFG integration
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!
Learn More
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 25.05 May. 18, 2025 (Sunday)
- Self Processing CUs
- 25.05