Documentation

Updated
November 21, 2016

Newsletters

Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, & 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. 2019 Imaging Solutions 19.10 Release Summary – October 20, 2019 Monthly Monitor Recap – September 2019 CU*BASE Release 19.10 Release Summary – October 20, 2019 CU*BASE Release 19.10 Tool 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,… 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 »

2019 Year-End Kickoff – Register for Year-End Training!

2019 Year-End Kickoff – Register for Year-End Training!

It’s Time to Start Your 2019 Year-End Tasks The 2019 Year-End Processing Guides are now available online!  See the links below to review the guides and meet the deadlines.  Printed copies of the year-end guides will be delivered to your credit union in the coming weeks. 2019 Year-End Processing for Online Credit Unions 2019 Year-End… Read more »

Oct 17, 2019

September CU*BASE Monthly Monitor Recap

September 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 September 2019 edition of the CU*BASE Monthly Monitor Recap! September 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 »

Oct 3, 2019

Sunsetting the Experian AS1 Authentication Product

Sunsetting the Experian AS1 Authentication Product

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of October 31, 2019, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. Please contact your Experian representative if you wish to learn more about their alternative solutions. If you have any questions… Read more »

Oct 2, 2019

CU*BASE GOLD 19.10 Coming Soon!

CU*BASE GOLD 19.10 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 19.10: Online credit unions: October 20 Site-Four partners: October 20 Self-processing credit unions: November 10 Release Documents 19.10 Release Summary 19.10 Database Changes 19.10 Tool Changes Note for self-processing credit… Read more »

Sep 25, 2019

August CU*BASE Monthly Monitor Recap

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 2019 edition of the CU*BASE Monthly Monitor Recap! August 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 »

Sep 5, 2019

July CU*BASE Monthly Monitor Recap

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

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