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
20.11 September 27, 2020 November 8, 2020
  • Data Analysts
  • Accounting
  • Lending
CollabRebate for Beta Test: TBD
Beta CUs selected:  TBD

 

CUs Eligible for This Release Eligible Reason
Xtend Shared Branch Participants TBD CUs using Xtend Shared Branching may be able to participate in this beta.
CUs with shared employee arrangements with other CUs No 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 TBD CUs using Co-Op Shared Branching may be able to participate in this beta.

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.

Updated
August 4, 2020

Here comes the next Collections Roundtable!

Here comes the next Collections Roundtable!

Pull Up a Chair, the Roundtable is Waiting! Join us for the FREE Collections Roundtable, an open forum discussion on collections laws, internal procedures, and CU*BASE processes.  Join us for the third session of the 2020 Collections Roundtable Series – for whichever session you’d like, or both! Please note: the Collections Roundtable for this quarter will… Read more »

Jul 21, 2020

Mobile 4.0 Features Full Tablet Support, Searchable Assist, Improved Branch Info, and More!

Mobile 4.0 Features Full Tablet Support, Searchable Assist, Improved Branch Info, and More!

Mobile 4.0 is the first release to support full iPad and Android tablet support and optimization.  Mobile 4.0 presents the ability to link from homepage advertisements, a new native message center, credit score displays, branch information updates, and more!  More than 130 credit unions have already launched Mobile 4.0! Ready to order Mobile 4.0 for… Read more »

Jul 21, 2020

Join the Asterisk Intelligence Team for a Release Review!

Join the Asterisk Intelligence Team for a Release Review!

Asterisk Intelligence Release Review: Data Strategies Join the CU*Answers Asterisk Intelligence Team as they review database changes implemented with the 20.07 CU*BASE release.  Hear our take on new dashboards released and learn about the value they can add to your organization. Review database changes, impacts to your Ad Hoc reporting, as well as must-see new… Read more »

Jul 20, 2020

CANCELLED: August Asterisk Intelligence Week

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After careful discussion between our team members, we have decided to cancel the Asterisk Intelligence Week courses for our August session.  These courses, which were originally scheduled for August 10 – 13, will not be rescheduled for a different date this quarter. However, if you are interested in attending a future Asterisk Intelligence Week event,… Read more »

Jul 17, 2020

Gamification Strategies for Your Credit Union, Presented by Variable Ventures

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Gamification can be implemented in a variety of ways at your financial institution.  From strategic planning, product design, marketing, education, training and more, the adoption of gameplay elements to your business model can drive engagement and present new opportunities to engage with members. Join Variable Ventures and the expert team at CUAccelator as they discuss… Read more »

Jul 17, 2020

Check Out the CU*BASE 20.07 Release Resource Companion

Check Out the CU*BASE 20.07 Release Resource Companion

The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each.  Follow the link below to review the 20.07 Release Resource Companion – inside you will find key items related to the 20.07 Release including: New videos for 1Click Offers and Flex Loans… Read more »

Jul 17, 2020

Have a question for CU*Answers? Who do you call?

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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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jul 15, 2020