CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the… Read more »
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September! Tuesday, September 1 CU*Forms Programming Workshop Trending Webinar Series! 3:00 PM – 4:00 PM ET Register for Web Conference Wednesday, September 2 Leadership… Read more »
Mark your calendars for CEO Strategies 2026! This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. This event… Read more »
Current Hot Topics in Lending. If you missed our recent announcements, check out our handy recap in this edition of the Lender*VP Newsletter! On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access… Read more »
This course concentrates on issues related to printing and tracking credit union and vendor checks. Topics include setup and configuration of the accounts payable process, and check reconciliation options. By the completion of this course, participants will be able to: Explain the importance of using a database tool such as the accounts payable system to… Read more »
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! If you would like to submit a topic for… Read more »
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more…. Read more »
The latest upgrades for IBM iAccess (used for print sessions) are arriving soon! Get ready to upgrade to version 1.1.9.14 – this update will be required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. Updates will need to be applied to all of your CBX workstations. This new… Read more »
Attention Paymentus clients: As of this morning, August 18th, updates were deployed for clients who partner with Paymentus. This deployment includes: PASS Enhancements A new Reason Code column is now available directly in the payments seach results, displaying cancellation reasons upfront. Steps on how to find it: Log in to PASS and Select Search Payments…. Read more »
Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? By the completion of this course, participants will be able to: Identify daily reports that can be used in balancing and monitoring general… Read 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!
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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
The CU*Answers Quarterly Contests and Cooperative Campaigns are Ready for 2026! You can place orders now for the 2026 Quarterly Contests and Cooperative Campaigns. Also new for 2026 is the CU*Answers Booster Pack! This pack contains 6 banners optimized for mobile 8.0 and online banking. Click the button below to learn more. Learn More
