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
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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. Credit unions can follow along in Bedrock Training Credit Union. For more information, click the button below. Learn More
Join Dawn Moore, EVP Client Experience, for a behind-the-scenes look at our design and development process! This session will explore how the Software Development Life Cycle (SDLC) affects what projects we work on, how we approach the planning, and all the steps involved from design to implementation. To learn more, click the button below. Learn 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 February! Learn More
Join Glia and CU*Answers for an upcoming webinar – Building a Virtual Branch: Digital-First Interactions with the Human Touch. During this event, Glia will discuss their virtual branch solution, which combines the convenience of in-person banking with the efficiency of online services. Click the button below to learn more! Learn More
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! Click the button below to register today. Learn More
CU*Answers has updated the CU*Talk Marketing Collateral available on our online store. We have made updates to the brochures, posters, and inserts for both versions of the collateral. The updated materials are now available for ordering. Click the button below to learn more! Learn More
We have redesigned the cooperative campaigns for 2025, and you can get yours now! You can get the bundle of all 12 months or pick and choose which individual campaigns you would like – the choice is up to you. Click the link below to view our 2025 lineup! Learn More
The CU*Answers Quarterly Contests are FREE to participate in, but did you know you can guarantee a member from your credit union wins the contest? Credit unions who purchase the prize selected by CU*Answers can have a winning member each contest! Click the button below to learn more and place your order. Learn 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
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
Take a look back at some important topics from the last half of January 2025! View Topics
Changing the Negative Balance Limit Need a quick way to show your staff how they can change the negative balance limit on a delinquent loan in CU*BASE? Refer them to this video, which has been viewed 892 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
ATTENTION SELF-PROCESSING CREDIT UNIONS We are reaching out to all of our Self-Processing credit unions to inform you that our IBM development teams need to build subsystems and users on your server. We will be building these subsystems on Monday, January 9th, 2023. The subsystems will then enter use beginning Tuesday, January 17th, 2023. The… Read more »
Do you work with CUSOs or other businesses that offer mortgage, commercial or consumer lending and need a comprehensive suite of account servicing tools? Register below for one of our webinars to get a high-level overview of the Servicer Edition platform and how it can benefit the business owners you serve! January 17th 3:00 PM… Read more »
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 »
As a reminder, the CU*Answers Client Services and Education team will be sunsetting the End of Month Checklist service, with January 2023 planned as the final month for this service. Moving forward, we will be delivering End of Month information exclusively through Client News. Credit union staff who regularly receive emails relating to the End… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2022 edition of the Owner’s View Monthly Recap! December 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… 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 »
Imaging Solutions is excited to debut Native Receipts, now available in Active Beta! Available first with Xpress Teller, the Native Receipts application allows tellers to view, sign, print and archive receipts, replacing the functionality currently performed by ProDOC. Signing up for the Active Beta for Native Receipts is completely FREE! To participate, your credit union… Read more »
Let’s Talk About ANR/NSF Fees Email inboxes and news feeds are buzzing these days about the shift in attitudes about NSF fees, overdraft protection programs, and overdraft services such as Courtesy Pay, especially for debit card activity. As states begin issuing scary-sounding mandates and industry thinkers present their opinions, credit unions are scratching their heads… 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
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
The next GOLD updates are currently scheduled for: