Are you looking for information about future releases? Check out the Release Planning Page Or take a look at training and demo videos from previous releases. 2026 Owner’s View Monthly Recap – February 2026 Owner’s View Monthly Recap – January 2026 2025 Owner’s View Monthly Recap – December 2025 Owner’s View Monthly Recap – November 2025… Read more »
Release Planning
Ever wonder what’s coming for CBX or online/mobile banking or other CU*Answers tools? This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion. Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so… Read more »
Pricing Guides
2026 Online Pricing Guide 2026 Inhouse Pricing Guide 2026 Ancillary Pricing Guide Pricing Philosophy Pricing is a tricky business. You can approach it from several different perspectives, ranging from “charge what the market will bear,” to “recover your development costs plus a small profit,” to “give it away and hope for a bigger payoff down… Read more »
My Favorite Dashboards and Reports Series
These helpful brochures cover over 60 CBX dashboards and reports and over 100 CU*Spy reports! My Favorite Dashboards and Reports Auditing and Compliance AJ Schalk, AVP of AuditLink, has picked his top ten CBX dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource to review CBX… Read more »
Release of Unencrypted Credit Union Member Information
Introduction The following guidelines address situations where a client requests release of unencrypted member information such as monthly reports or statements) via any medium (such as CD-ROM, diskette, plain-text email, printed reports, etc.) Purpose The purpose of these guidelines is to ensure that critical member data is kept safe and secure, and to make sure… Read more »
Related News
February Owner’s View Monthly Recap
Check out recent programming changes in the February 2026 edition of the Owner’s View Monthly Recap! Open the 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 CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
January Owner’s View Monthly Recap
Check out recent programming changes in the January 2026 edition of the Owner’s View Monthly Recap! Open the 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 CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
December Owner’s View Monthly Recap
Check out recent programming changes in the December 2025 edition of the Owner’s View Monthly Recap! Open the 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 CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q425 Call Report any time after January 1, but be sure to wait… Read more »
November Owner’s View Monthly Recap
Check out recent programming changes in the November 2025 edition of the Owner’s View Monthly Recap! Open the 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 CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
October Owner’s View Monthly Recap
Check out recent programming changes in the October 2025 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Check Out the 25.10 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 Release Resource Companion for CU*BASE 25.10 – inside you will find key items related to the 25.10 release including: Nine new AnswerBook topics on multi-factor authentication (MFA),… Read more »
Sunsetting the Pay Anyone Microapp
***The following announcement applies to credit unions who received the associated email*** If your credit union received the associated email, our records show that you are currently using the Pay Anyone microapp with your members. We have made the business decision to sunset this standalone app effective May 1, 2026. The primary reason for this decision is the… Read more »
CU*BASE 25.10 Release Updates
As a reminder, the CU*BASE GOLD 25.10 release will be deployed to Online, Self-Processing and Site-Four credit unions this weekend, on October 12th. We will be posting any/all issues related to the 25.10 release on the Alerts page, compiled into a single alert post, which can be accessed via the button below. We will not be… Read more »
September Owner’s View Monthly Recap
Check out recent programming changes in the September 2025 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
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