Documentation

Updated
November 21, 2016

Newsletters

Stay current by subscribing to CU*Answers newsletters. You can subscribe to CEO Tickler, CEO Tickler Answers, The Education Report, Did You Know, & SettleMINT EFT newsletters. Don’t worry, you can unsubscribe at any time. Why not do it today?

Release Summaries

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. 2017 CU*BASE Release 17.05 Release Summary – May 21, 2017 CU*BASE Release 17.05 Database Changes – May 21, 2017 Imaging Solutions 17.05 Release Summary – May 19, 2017 Monthly Monitor… Read more »

Release Planning

Ever wonder what’s coming for CU*BASE or It’s Me 247 online 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 that… Read more »

Pricing Guides

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 the road from the relationship,” to myriad other cost accounting, profitbased formulas…. Read more »

Peer Analysis

For years CU*Answers has helped its clients develop their own potential through many different training and networking opportunities. To promote this style of networking and build an information base for credit unions to use in considering, planning, and using CU*BASE products, CU*Answers presents the CU*BASE Peer Analysis. Use this guide to check out what features… Read more »

“Tricks of the Trade” Newsletter Series

Are you sharing the monthly “Tricks of the Trade” email with your staff? CU*Answers provides a wealth of education and documentation tools. This quick read will keep you and your staff informed about some of the key resources available. This will help you to encourage a culture of continued learning at your credit union. Upcoming… Read more »

Risk Assessment Center

Share with Your Partners! Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements? Share your format with your CUSO partners! Submit a copy of your risk assessment or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com… Read more »

Special Interest Publications

These publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help you “pull it all together” and make the most of your relationship with CU*Answers. A2A Transfer Services What do you have to do to make A2A Services available to your members? We have resources… Read more »

My Favorite Dashboards and Reports Series

These helpful brochures cover over 60 CU*BASE dashboards and reports and over 100 CU*SPY reports! My Favorite Dashboards and Reports Auditing and Compliance Jim Vilker, Vice President, Professional Services, AuditLink, CU*Answers, has picked his top ten CU*BASE dashboards and reports in the My Favorite Dashboards and Reports – Auditing and Compliance brochure. Use this resource… Read more »

It’s Almost Time for the April Tricks of the Trade Webinar!

It’s Almost Time for the April Tricks of the Trade Webinar!

The April Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to Mobile App Banking and Remote Deposit Capture, a guide for getting started with RDC, how to purchase, and more. Don’t have… Read more »

Apr 18, 2017

Join Us for the April Tricks of the Trade Webinar!

Join Us for the April Tricks of the Trade Webinar!

Scheduled for Tuesday, April 18 from 3:30-4:00 PM ET, the interactive and engaging April Tricks of the Trade webinar will give you an in-depth look at documentation related to Mobile App Banking and Remote Deposit Capture, a guide for getting started with RDC, how to purchase, and more. Attending is easy! No registration is required for this… Read more »

Apr 11, 2017

Add My Virtual StrongBox to Your Paperless Strategy!

Add My Virtual StrongBox to Your Paperless Strategy!

Take Advantage of a FREE* Online Banking Feature Your Members Will LOVE! My Virtual StrongBox “While most credit unions don’t have the resources for a fully integrated innovation lab, you can encourage your own intrapreneurial culture, aided by the assistance of smart technology innovation firms.  At Virtual StrongBox, our APIs and technical knowledge make it… Read more »

Apr 11, 2017

March CU*BASE Monthly Monitor Recap

March CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2017 edition of the CU*BASE Monthly Monitor Recap! March 2017 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Apr 3, 2017

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Mar 17, 2017

Reminder: CU*BASE GOLD 17.03 Coming Soon!

Reminder: CU*BASE GOLD 17.03 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.03: Online credit unions: March 19 Site-Four partners: March 19 Self-processing credit unions: March 20 Release Documents 17.03 Release Summary 17.03 Database Changes Reminder: GOLD Version Check Following the release, if someone logs into a workstation that is not at… Read more »

Mar 17, 2017

It’s Almost Time for the March Tricks of the Trade Webinar!

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Don’t… Read more »

Mar 14, 2017

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Tuesday, March 14 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation to make sure you are prepared for the first day with the New Navigation in the 17.03 Release of CU*BASE. Attending is easy! No registration is required for this drop-in… Read more »

Mar 8, 2017