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. 2017 Monthly Monitor Recap – February 2017 CU*BASE Release 17.03 Release Summary – March 19, 2017 Monthly Monitor Recap – January 2017 2016 Monthly Monitor Recap – December 2016 Monthly… 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 to… Read more »

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 January 2017 edition of the CU*BASE Monthly Monitor Recap! February 2017 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 1, 2017

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

The February 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, we will be revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes,… Read more »

Feb 21, 2017

Join Us for the February Tricks of the Trade Webinar!

Scheduled for Tuesday, February 21 from 3:30-4:00 PM ET, the interactive and engaging February Tricks of the Trade webinar will revisiting the information from our January session to give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Those who were unable… Read more »

Feb 16, 2017

January 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 January 2017 edition of the CU*BASE Monthly Monitor Recap! January 2017 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 »

Feb 1, 2017

Cancelled: In Case You Missed It – Join Us for the January Tricks of the Trade Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Due to an unexpectedly large turnout for yesterday’s January Tricks of the Trade webinar, we have scheduled a second session for Friday, February 3 from 3:30-4:00 PM ET.  The interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the… Read more »

Feb 1, 2017

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

The January 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 CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Don’t have time… Read more »

Jan 31, 2017

Don’t Forget! A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 30, 2017

Join Us for the January Tricks of the Trade Webinar!

Scheduled for Tuesday, January 31 from 3:30-4:00 PM ET, the interactive and engaging January Tricks of the Trade webinar will give you an in-depth look at documentation related to the CU*BASE 17.03 release, the new CU*BASE navigation changes, related videos and training materials, and more! Attending is easy! No registration is required for this drop-in webinar. Simply join the… Read more »

Jan 24, 2017

A 2017 Project for Your IT Team: Changes to GOLD Device IDs

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers is pleased to announce that we will be establishing a new naming method for CU*BASE GOLD IDs in 2017. What’s changing? Expanding CU*BASE device names has become necessary due to the growing number and size of credit unions in our network.  This new, 7-digit format, will include: The… Read more »

Jan 23, 2017