Jump In the Beta Pool

So what’s the difference between beta and “active” beta?
This page describes traditional beta testing for software prior to full implementation to all clients. Active beta is a whole different animal that lets us release live software in the field, for everyone to test over an extended period. Learn more about Active Beta

Does your credit union like to be in on the ground floor of new tools and ideas?

Have you got the kind of team that dives into new software with enthusiasm?

Are you an early adopter just chomping at the bit to get at that next new software feature?

Earn CollabRebate $$ for beta-testing!

If you’re willing to help us test other new tools at the same time, you just might get your wish.

We’re always on the lookout for credit unions willing to participate in the beta-test period for major CU*BASE software releases. If your credit union would like be in the pool considered for beta testing new features and enhancements, we need you!

Specific Requirements for the Next Release

Beta Test Begins Full Release to Online CUs Teams Affected Most
19.05 March 24, 2019 May 5, 2019
  • Data Analysts
  • Member Service
  • Online Banking
  • Lending
CollabRebate for Beta Test: $3,000
Beta CUs selected:  Shoreline, MidUSA, and Pathways Financial credit unions
CUs Eligible for This Release Eligible Reason
Xtend Shared Branch Participants No Because of changes to the member tables in this release, CUs using Xtend Shared Branching will not be able to participate in this beta.
CUs with shared employee arrangements with other CUs * *It is not possible for a CU in a shared employee arrangement to participate in a beta-test unless all parties in that arrangement also agree to participate in the beta. Other eligibility rules also apply.
Co-Op (National) Shared Branching Participants Yes CUs using Co-Op Shared Branching will be able to participate in this beta.
Data Analysts Yes Looking for CUs willing to test dashboard enhancements, new loan views, and VAT enhancements throughout dashboards that support charts and graphs. Also looking for a credit union willing to work data entry into the new fraud database.

**A credit union with a CU*Answers Data Warehouse is preferred** 

Lending Yes Looking for lenders willing to test toggle features in the loan application, as well as a new “refinance triggers” cross-selling tool. A credit union that uses escrow is a plus. We’d also like you to at least review the credit card rebate program (credit card loans) and give us your feedback.
Member Service(& Text Banking) Yes Need a strong member service team to test the various account enhancements, such as phone transfer payment overrides, the new long name field, and product restrictions by membership designation. We would love a credit union that has been wanting to clean up outstanding sales trackers from prior campaigns!

This release includes an enhancement to text banking that allows for text transfers. A credit union already using text banking is very valuable!

Item Processing Yes A credit union using CU*Answers Item Processing is preferred to review the new feature to view check images within CU*BASE.
Statements Yes We strongly prefer a credit union that uses Sage for member, mortgage, and credit card statement printing. If you do not use Sage, your statement vendor MUST be prepared to receive these changes early.

It is beneficial if a credit union already charges printed statement style fees, especially if they’ve been waiting to add an aggregate balance waiver.

See a list of projects planned for this release.

Feedback From Recent Beta-Tests

How to Earn the Beta-Test CollabRebate

CollabRebateTo increase the effectiveness of our beta-test process, we need as many eligible CUs in our beta pool as possible. We recognize that beta-testing is an added challenge for your busy teams, and we also know how important a good beta-test is for the success of our releases with all of our clients. So we’re putting our money where our mouth is by offering a CollabRebate reward for active beta-test participants.

  • How much money are we talking? For each of our 2-3 major releases per year, we’ll offer between $2,500 and $5,000 per beta-test CU. The amount will be determined prior to the release according to the number of projects and relative complexity of the release.  For example, for a recent release we offered a beta-test CollabRebate of up to $3,000.
  • What do you mean, “up to?” If your credit union actively participates in the beta by staying in contact with our teams and completing the necessary feedback forms, we’ll award the full amount. (In the past we have had credit unions start off with a bang then back out partway through the test period, so we do reserve the right to adjust the amount if appropriate, based on a credit union’s actual participation.)
  • What do we have to do? You’ll need to agree to the rules and tasks outlined below, including completing our feedback form and returning it to our QC team within 1 week after the end of the beta test.
  • Can anyone be a beta? Not every release can be beta-tested by every credit union, so first check the requirements to see if you are eligible. And while we do want multiple beta test sites, we need to keep the project manageable. So we reserve the right to choose the final selection of beta CUs for each release.
  • When will I know I am in the beta? We will make the announcement on the Wednesday three weeks prior to the beta test start date. You will contacted immediately by our QC team to arrange for your training web conference a week or two prior to the beta release.
  • What if I can’t gear up my team that quickly? Then perhaps beta-testing is not right for your credit union. The reality of our development track is that software releases move very rapidly. Our beta credit unions need to be able to hit the ground running. But rest assured we are behind you every step of the way and you will receive targeted, one-on-one support during the beta period. And don’t forget that CollabRebate waiting for you when you hit the finish line!

…keep reading to learn about what you’ll be committing to, and what you’ll get as a beta-tester.

April 17, 2019

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Jump into a Dashboard Dive: Payveris Bill Pay Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tools #1105 and #1106, the ‘Bill Pay Subscriber Analysis’ and ‘Where your Members Pay Bills’ Dashboards.  Do you utilize Payveris bill pay services?  Have you been looking for new ways to analyze your members who use bill… Read more »

Apr 18, 2019

What’s in a Call? The Latest from ‘The Data Trendsetter’

What’s in a Call?  The Latest from ‘The Data Trendsetter’

Has your credit union been utilizing Phone Operator to its full capabilities?  How is your staff engaging with members when they contact your credit union? Sarah Ashby, the Asterisk Intelligence team’s Marketing and Business Intelligence Analyst through Xtend, recently shared her insights on Phone Optics Data in a recent blog post titled, ‘What’s in a… Read more »

Apr 17, 2019

Next Week in Xtend Webinars: Contact Center Service, RevGen, and Zipwhip

Next Week in Xtend Webinars: Contact Center Service, RevGen, and Zipwhip

Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge.   Tuesday, April 23 2:00 PM – 2:30 PM ET Contact Center Service – Strengthen Relationships One Conversation at… Read more »

Apr 16, 2019

CU*BASE GOLD 19.05 Coming Soon!

CU*BASE GOLD 19.05 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 19.05: Online credit unions: May 5 Site-Four partners: May 5 Self-processing credit unions: May 20-21 Release Documents 19.05 Release Summary 19.05 Database Changes 19.05 Tool Changes Release Training General Release… Read more »

Apr 15, 2019

Join AuditLink for our 5th Annual Conversations on Compliance!

Join AuditLink for our 5th Annual Conversations on Compliance!

Announcing the fifth annual AuditLink Conversations on Compliance event!  Join us on Thursday, May 23, from 9:00 AM to 5:00 PM ET at the DoubleTree Inn in Grand Rapids, MI.  Presenters will include: Jim Vilker, NCCO CAMS, VP of Professional Services with CU*Answers and AuditLink Division Leader Marvin Johnson, CAMS, CFE, Assistant Manager of AuditLink… Read more »

Apr 15, 2019

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Don’t Miss This Week’s Dashboard Dive: Common Bonds

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #232, Commons Bonds.  Use this tool to study your members using 1 of 4 automated analytical routines reviewing their account composition, membership traits, credit score history, and their tiered services participation.  Analytical routines can be ran… Read more »

Apr 15, 2019

Warehouse Spotlight – Phone Optics Data Collection

Warehouse Spotlight – Phone Optics Data Collection

Phone Optics allows you to study phone support beyond wrap-up codes and trackers.  The Data Warehouse is the only place capable of storing the optional Phone Optics data set in CU*BASE. Do you know what member phone engagements really involve? Use the Data Warehouse space (purchase required) to store the special Phone Optics data set…. Read more »

Apr 12, 2019