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 Monthly Monitor Recap – August 2017 Monthly Monitor Recap – July 2017 Monthly Monitor Recap – June 2017 Monthly Monitor Recap – May 2017 Monthly Monitor Recap – April… 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 »
Related News
It’s Almost Time for the September Tricks of the Trade Webinar!
The September 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 transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Don’t have time… Read more »
Sep 20, 2017
Join Us for the September Tricks of the Trade Webinar!
Scheduled for Wednesday, September 20 from 3:30-4:00 PM ET, the interactive and engaging September Tricks of the Trade webinar will give you an in-depth look at documentation related to transitioning checking accounts between Dividend Applications, automating your Check Ordering process, Online Ballots for elections, and Patronage Dividends. Attending is easy! No registration is required for this drop-in webinar. Simply… Read more »
Sep 13, 2017
August 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 August 2017 edition of the CU*BASE Monthly Monitor Recap! August 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 »
Sep 5, 2017
Video of the Week: CU*BASE Shortcuts
CU*BASE Shortcuts Need a quick way to give your employees an overview of the Shortcut feature in CU*BASE GOLD? Refer them to this video, which has been viewed 1,232 times! Check out this video today! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Sep 5, 2017
Video of the Week: Loan Quoter Basics
Loan Quoter Basics Need a quick way to give your employees an overview of the CU*BASE Loan Quoter tool? Refer them to this video, which has been viewed 434 times! Check out this video today! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Aug 28, 2017
Announcing the Sunset of the “P1” Printer ID
ATTENTION IT MANAGERS Default printer IDs will soon be required for all workstations! P1 will no longer work as a substitute printer ID! We’re changing the way printer IDs work when printing reports or using other tools that require a printer. If your workstations are set up properly with valid default printers, you won’t notice… Read more »
Aug 24, 2017
Video of the Week: Viewing a Member’s Tax Information
Viewing a Member’s Tax Information Need a quick way to show your staff how they can view a member’s tax file? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Aug 21, 2017
It’s Almost Time for the August Tricks of the Trade Webinar!
The August 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 about the Membership Opening (MOP). Learn detailed information about MOP including more about the pages specific to MOP (Experian Precise ID Verification page,… Read more »
Aug 15, 2017
Video of the Week: Using Search Filters
Using Search Filters Need a quick way to show new staff how to use CU*BASE search filters? If so, refer them to this video, which has been viewed 228 times! Find out why this video is so popular among CU*BASE users and check it out today! Play Video Check out our entire collection of… Read more »
Aug 14, 2017
Join Us for the August Tricks of the Trade Webinar!
Scheduled for Tuesday, August 15 from 3:30-4:00 PM ET, the interactive and engaging August Tricks of the Trade webinar will give you an in-depth look at documentation about the Membership Opening (MOP). Learn detailed information about MOP (Experian Precise ID Verification page, Membership Complete page, Funding page, Online Banking Enrollment page, and Funding Options page). Attending… Read more »
Aug 8, 2017