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 Monthly Monitor Recap – October 2017 CU*BASE Release 17.10 Release Summary – October 22, 2017 CU*BASE Release 17.10 Tool Changes – October 22, 2017 CU*BASE Release 17.10 Database Changes… 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 »

Video of the Week: Accessing a Document in Your Virtual StrongBox

Video of the Week: Accessing a Document in Your Virtual StrongBox

Accessing a Document in Your Virtual StrongBox Account Need a quick way to show members how to access receipts and other documents in their Virtual StrongBox?  Refer them to this video, which has been viewed 162 times!  Increase Virtual StrongBox usage and refer members to this video today! Play Video Want to customize this video with your credit… Read more »

Nov 20, 2017

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

RESCHEDULED: Join Us for the November Tricks of the Trade Webinar!

*The November Tricks of the Trade webinar, originally scheduled for Wednesday, November 15, has been rescheduled for Wednesday, November 29. Scheduled for Wednesday, November 29 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of… Read more »

Nov 14, 2017

Join Us for the November Tricks of the Trade Webinar!

Join Us for the November Tricks of the Trade Webinar!

Scheduled for Wednesday, November 15 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an in-depth look at documentation related to the 17.10 release enhancements, how different types of holds (check, RDC, Member in Good Standing) work together, online Reg D warnings, and the Compromised Card Feature. Attending is… Read more »

Nov 8, 2017

October CU*BASE Monthly Monitor Recap

October 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 October 2017 edition of the CU*BASE Monthly Monitor Recap! October 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 »

Nov 1, 2017

Reminder: CU*BASE GOLD 17.10 Coming Soon!

Reminder: CU*BASE GOLD 17.10 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Don’t Forget!  Next week, you will receive CU*BASE GOLD Version 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes File Maintenance Inquiry Enhancement (Addendum) Attention auditors: The File Maintenance Inquiry (Tool #159)… Read more »

Oct 18, 2017

CU*BASE GOLD 17.10 Coming Soon!

CU*BASE GOLD 17.10 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 17.10: Online credit unions: October 22 Site-Four partners: October 22 Self-processing credit unions: November 13-14 Release Documents 17.10 Release Summary 17.10 Database Changes 17.10 Tool Changes Release Training General Release… Read more »

Oct 4, 2017