Documentation

Updated
November 21, 2016

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. 2018 Monthly Monitor Recap – September 2018 CU*BASE Release 18.10 Release Summary – October 21, 2018 CU*BASE Release 18.10 Tool Changes – October 21, 2018 CU*BASE Release 18.10 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, profit based… 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 »

Join Us for CU*BASE 18.10 Release Training!

Join Us for CU*BASE 18.10 Release Training!

The 18.10 Release of CU*BASE will be arriving on October 21 for Online and Site-Four clients, and on November 5-6 for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release, on the following dates: Wednesday, October 10 2:30 PM – 4:00 PM ET Wednesday, October 17 2:30 PM –… Read more »

Oct 3, 2018

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 2018 edition of the CU*BASE Monthly Monitor Recap! September 2018 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, 2018

CU*BASE GOLD 18.10 Coming Soon!

CU*BASE GOLD 18.10 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 18.10: Online credit unions: October 21 Site-Four partners: October 21 Self-processing credit unions: November 5-6 Release Documents 18.10 Release Summary 18.10 Database Changes 18.10 Tool Changes Reminder: GOLD Version Check… Read more »

Oct 2, 2018

It’s Almost Time for the September Tricks of the Trade Webinar!

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 the Asterisk Intelligence team and its members, the services that they offer, information about Analytics Booth, and more. Don’t have… Read more »

Sep 12, 2018

Join Us for the September Tricks of the Trade Webinar!

Join Us for the September Tricks of the Trade Webinar!

Scheduled for Wednesday, September 12 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 the Asterisk Intelligence team and its members, the services that they offer, information about Analytics Booth, and more. Attending is easy! No registration is required for this drop-in… Read more »

Sep 5, 2018

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 2018 edition of the CU*BASE Monthly Monitor Recap! August 2018 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 4, 2018

The Online Banking 18.08 Release is Coming Soon!

The Online Banking 18.08 Release is Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On August 29 you will receive It’s Me 247 Online Banking 18.08. Release Documents Online Banking 18.08 Release Summary Online Banking Release It’s Me 247 Online Banking version 18.08 will be implemented on Wednesday, August 29.  This release includes an updated Login History page that allows members to better monitor… Read more »

Aug 22, 2018

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 2018 edition of the CU*BASE Monthly Monitor Recap! July 2018 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 2, 2018