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. 2019 Analytics Booth Release AB_19.02 Release Summary – February 25, 2019 Monthly Monitor Recap – January 2019 2018 Monthly Monitor Recap – December 2018 CU*BASE Release 18.12 Release Summary –… 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,… 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 »
Related News
Video of the Week: Adding a Payee in It’s Me 247 Bill Pay
Adding a Payee in It’s Me 247 Bill Pay Need a quick way to show members how to add a payee in It’s Me 247 Bill Pay? Refer them to this video, which has been viewed 3,518 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Feb 18, 2019
Video of the Week: Subscribing to eNotices and eAlerts in It’s Me 247 Online Banking
Need a quick way to show members how to subscribe to eNotices and eAlerts in It’s Me 247 Online Banking? Refer them to this video, which has been viewed 349 times! Find out why this video is so popular among members and check it out today! Play Video (NOTE: As always, before posting a video for… Read more »
Feb 11, 2019
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 2019 edition of the CU*BASE Monthly Monitor Recap! January 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 accompanying core-software… Read more »
Feb 5, 2019
Video of the Week: Depositing a Check Remotely
Need to give members a quick overview on how they can deposit a check remotely using our credit union mobile banking app? Refer them to this video, which has been viewed 926 times! Find out why this video is so popular among members and check it out today! Play Video (NOTE: As always, before posting a video for… Read more »
Jan 28, 2019
Video of the Week: Mobile App Basics
Need to give members a quick overview on how to use our credit union mobile banking app? Refer them to this video, which has been viewed 948 times! Find out why this video is so popular among members and check it out today! Play Video (NOTE: As always, before posting a video for members, be sure to view… Read more »
Jan 21, 2019
CU*BASE 19.01 Release Updates
As a reminder, the 19.01 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on January 20. We will be posting any/all issues related to the 19.01 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 »
Jan 18, 2019
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 2018 edition of the CU*BASE Monthly Monitor Recap! December 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 »
Jan 7, 2019
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 Q418 Call Report any time after January 1st, but be sure… Read more »
Dec 27, 2018
CU*BASE 18.12 Release Updates
As a reminder, the 18.12 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on December 9. For a refresher on the details of this release, please refer the announcement posted earlier this week. We will be posting any/all issues related to the 18.12 Release of CU*BASE on the… Read more »
Dec 7, 2018
Reminder: December Year-End Deadlines
December Deadlines Don’t forget to complete your December year-end tasks! Review the Year-End Processing Guide For Online Credit Unions For Self-Processing Credit Unions Don’t forget – credit unions offering 1042-S tax forms for their members must complete additional tasks before December 31. Review the Producing 1042-S Tax Forms guide for more information.
Dec 5, 2018