Newsletters
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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. 2019 Monthly Monitor Recap – July 2019 Monthly Monitor Recap – June 2019 Monthly Monitor Recap – May 2019 Analytics Booth Release AB_19.06 Release Summary – June 9, 2019 Monthly… 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,… 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 »
Related News
Heads-Up: 2019 Year-End Information Coming Soon!
Counting Down to 2019 Year-End Tasks As summer is coming to a close, we are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*Answers. While Year-End Processing Guides won’t be arriving to your credit union until later in the fall, we wanted to send a reminder to your credit union… Read more »
Aug 13, 2019
July 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 July 2019 edition of the CU*BASE Monthly Monitor Recap! July 2019 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 »
Aug 8, 2019
June 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 June 2019 edition of the CU*BASE Monthly Monitor Recap! June 2019 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 »
Jul 1, 2019
5300 Call Report: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q219 Call Report any time after July 1, but be sure… Read more »
Jun 24, 2019
May 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 May 2019 edition of the CU*BASE Monthly Monitor Recap! May 2019 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 »
Jun 6, 2019
CU*BASE 19.05 Release Updates
As a reminder, the 19.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 5. We will be posting any/all issues related to the 19.05 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending out… Read more »
May 3, 2019
April 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 April 2019 edition of the CU*BASE Monthly Monitor Recap! April 2019 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 »
May 2, 2019
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
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 2019 edition of the CU*BASE Monthly Monitor Recap! March 2019 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, 2019
Video of the Week: Using Search Filters
Need a quick way to show new staff how to use CU*BASE search filters? Refer them to this video, which has been viewed 3,226 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Mar 11, 2019