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. What happens after a release? Learn about our Post Release Validation program. 2022 Owner’s View Monthly Recap – November 2022 Analytics Booth Release AB_22.12 Release Summary – December 11, 2022… 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 »
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 »
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 »
Newsletters
Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, Client Services Report, and the SettleMINT EFT newsletter. Don’t worry, you can unsubscribe at any time. Why not do it today? Sign up here
Related News
November Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the November 2022 edition of the Owner’s View Monthly Recap! November 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
CU*BASE 22.12 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 4th. We will be posting any/all issues related to the 22.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
CU*BASE Release 22.12 is Arriving Soon!
CU*BASE Release 22.12 Online and Site Four Release Date is December 4 Self-Processor Release Date is December 11 Documents 22.12 Release Summary 22.12 Database Changes Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the user will… Read more »
Join Us for CU*BASE 22.12 Release Training!
CU*BASE 22.12 is coming soon – join our upcoming release training session! The 22.12 release of CU*BASE will be arriving on December 4th for Online and Site-Four clients, and on December 11th for Self-Processing credit unions. CU*Answers will be hosting a training session for the upcoming release. During this Release Training session, Keegan Daniel and… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 22.10 Release of CU*BASE was implemented on October 9th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
October Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the October 2022 edition of the Owner’s View Monthly Recap! October 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
CU*BASE 22.10 Release Updates
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 9th. We will be posting any/all issues related to the 22.10 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
September Owner’s View Monthly Recap
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the September 2022 edition of the Owner’s View Monthly Recap! September 2022 Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE… Read more »
5300 Call Report: 3rd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd 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 Q322 Call Report any time after October 1, but be… Read more »