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. 2018 Monthly Monitor Recap – March 2018 Monthly Monitor Recap – February 2018 CU*BASE Release 18.03 Release Summary – March 11, 2017 CU*BASE Release 18.03 Tool Changes – March 11,… 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 »

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March 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 March 2018 edition of the CU*BASE Monthly Monitor Recap! March 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 »

Apr 3, 2018

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

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

The March 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 enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018

Are Your Custom Queries Ready for 18.03?

Are Your Custom Queries Ready for 18.03?

If you work with custom queries, it is important to spend a little extra time reviewing the Database Changes documentation published with each release summary.  With each CU*BASE release, a small number of custom queries could be impacted for each credit union.  Now is the time to perform a check-up to identify if any of… Read more »

Mar 7, 2018

February CU*BASE Monthly Monitor Recap

February 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 February 2018 edition of the CU*BASE Monthly Monitor Recap! February 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 accompanying core-software… Read more »

Mar 2, 2018

Add My Virtual StrongBox to Your Paperless Strategy!

Add My Virtual StrongBox to Your Paperless Strategy!

Take advantage of a FREE* Online Banking feature that your members will love!  Easily send receipts and loan forms directly to members, or upgrade to My Virtual StrongBox Premium to allow members to store critical personal documents including wills, trusts, medical documents, and more. Add My Virtual StrongBox to your credit union’s paperless strategy! Order… Read more »

Mar 1, 2018

CU*BASE GOLD 18.03 Coming Soon!

CU*BASE GOLD 18.03 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 18.03: Online credit unions: March 11 Site-Four partners: March 11 Self-processing credit unions: March 12 Release Documents 18.03 Release Summary 18.03 Database Changes 18.03 Tool Changes Reminder: GOLD Version Check… Read more »

Feb 20, 2018