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Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today

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. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. 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? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026

Have you signed up 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. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

Take a Look at the CU*Answers University Courses for September!

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 August! Use the button below to check them out now. Learn More

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Conversations On…

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

Get the Most Out of CU*Forms

Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register for a session now! Register Now

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to explain online banking from the member’s perspective, list online banking configuration options, and much more. Use the button below to register now! Register Now

2026 Education Spotlight – Closing Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »

Jul 23, 2026

Let’s Build It Together! Now Accepting Applications for the 26.10 CBX Release Beta Pool

Earn up to a $3,000 CollabRebate* for testing new CBX tools and features coming with the 26.10 release! Learn more about enhancements coming in the October release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. Interested in joining the Beta Pool? Use the link… Read more »

Jul 23, 2026

Updated Release Notes for 7/21/26 Project Deployments

We’ve recently updated our documentation for the July 21st, 2026 project deployments, with revised information on Employee Security Updates to the CBX LOS. Click the button below to view the updated documentation. View Release Notes

Jul 22, 2026

Meet Your New Estate Planning Program Powered by Legal Karma

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 »

Jul 22, 2026

[The Pulse] 2026 Business Continuity Plan: Mid-Year Revision Now Available

As your core data processor, we continue to invest in high availability and recovery strategies to ensure that the products and services you count on us for are there when you need them. Implementing those strategies and responding when uncertainty happens requires a well-designed and thoroughly tested plan. We’ve recently updated the 2026 CU*Answers Business Continuity Plan and… Read more »

Jul 22, 2026

Join Us for a Conversation On Instant Payments

The industry is abuzz about “instant payments” and the RTP® and FedNow® Service payment rails! Join us for another conversation about our projects around instant payments, including: Experiences from credit unions utilizing the FedNow® payment rail. Updates on the Send and Request for Payment functions. We will discuss Zelle® and P2P services. What are the next steps for credit unions… Read more »

Jul 22, 2026

Updates for Paymentus Clients Deployed on 7/21/26

Attention Paymentus clients: As of this morning, July 21st, multiple updates were deployed for clients who partner with Paymentus, as well as members of these financial institutions. The deployments include: PASS The Search Electronic Biller feature has been added for users with select roles. An update to automated returned mail notification emails. An update to… Read more »

Jul 21, 2026

NEW for Fiserv Clients: Dual Line Embossing Available for Individual Membership Cards

Attention credit unions who use Fiserv as their card processor for debit or credit: A new enhancement is now available, which gives you the ability to dual line emboss credit and debit cards for individual memberships (MI). Setting these options in the vendor and credit union configurations allows your credit union the choice of organization… Read more »

Jul 21, 2026

Lending Communications are Easier Than Ever with CU*Chat!

Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »

Jul 21, 2026

New Compliance Deadline and Details for The Clearing House RTP Operating Rule

Earlier this year, your credit union may have been informed of new compliance rules pertaining to RTP® from The Clearing House. This new rule dictates that all clients who receive immediate payments be required to display data specific to RTP® transactions in fields visible to the end customer/member. The Clearing House recently extended the deadline to comply… Read more »

Jul 21, 2026