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 – December 2019 CU*BASE Release 19.12 Release Summary – December 15, 2019 CU*BASE Release 19.12 Tool Changes – December 15, 2019 CU*BASE Release 19.12 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, profit… Read more »
“Tricks of the Trade” Newsletter Series
CU*Answers provides a wealth of education and documentation tools. Although the series is on temporary hiatus, you can still get a lot of great information from previous editions of the newsletter: what resources are available, how to find and use them, and best-kept secrets you maybe haven’t run across before! Documentation: Tricks of the Trade… 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
December 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 December 2019 edition of the CU*BASE Monthly Monitor Recap! December 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 »
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th 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 Q419 Call Report any time after January 1, but be sure… Read more »
CU*BASE 19.12 Release Updates
As a reminder, the 19.12 Release of CU*BASE GOLD will be deployed to Online, Self-Processing and Site-Four credit unions this weekend, on December 15. We will be posting any/all issues related to the 19.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending… Read more »
CU*BASE GOLD 19.12 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 19.12: Online credit unions: December 15 Site-Four partners: December 15 Self-processing credit unions: December 15 Release Documents 19.12 Release Summary 19.12 Database Changes 19.12 Tool Changes Reminder: GOLD Version Check… Read more »
November 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 November 2019 edition of the CU*BASE Monthly Monitor Recap! November 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 »
Don’t Forget, Year-End Deadlines for December are Approaching!
Review Your December Deadlines and Stay Ahead of Schedule The holiday season and year-end seem to swirl together into a December that just zips on by! Don’t get caught in the last minute tangle; review your December year-end deadlines now to ensure each task will be completed by the deadline. Up this month is a… Read more »
Don’t Forget to Register for Year-End Training!
There’s Still Time to Register for Year-End Training! Like last year, the year-end training is combined for both online and self-processing clients. Approximately 15 minutes at the end of each training will be dedicated to solely self-processor year-end tasks. The deadline to register for our November 20th session is Monday, November 18th. If you are… Read more »
Don’t Forget, Your First Year-End Deadline is Friday, November 8
**This message applies only to credit unions that received the accompanying email** Year-end can be a busy time! Our teams are hard at work preparing for the first deadline, this Friday, November 8. The majority of credit unions have completed their task, however, your credit union is receiving this email as our records show that… Read more »
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 2019 edition of the CU*BASE Monthly Monitor Recap! October 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 »
CU*BASE 19.10 Release Updates
As a reminder, the 19.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 20. We will be posting any/all issues related to the 19.10 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 »