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 CU*BASE Release 18.12 Release Summary – December 9, 2018 CU*BASE Release 18.12 Tool Changes – December 9, 2018 CU*BASE Release 18.12 Database Changes – December 9, 2018 Monthly Monitor… 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 »
Related News
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
November 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 November 2018 edition of the CU*BASE Monthly Monitor Recap! November 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 »
Dec 5, 2018
It’s Almost Time for the November Tricks of the Trade Webinar!
The 75th edition of the Tricks of the Trade newsletter is here! Join Alycia Meyers in celebrating 7 years of the newsletter and 5 years of Tricks of the Trade webinar presentations! The November Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks…. Read more »
Nov 27, 2018
Join Us for the 75th Issue of Tricks of the Trade!
The 75th edition of the Tricks of the Trade newsletter is here! Join Alycia Meyers in celebrating 7 years of the newsletter and 5 years of Tricks of the Trade webinar presentations! Scheduled for Tuesday, November 27 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an… Read more »
Nov 21, 2018
CU*BASE 18.11 Release Updates
As a reminder, the 18.11 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend. Remember, to use this release, you must first have completed the IBM iAccess and LegaSuite upgrades. As noted in the 18.11 Release Summary, while the new data transfer tool is a great upgrade, the existing… Read more »
Nov 9, 2018
October 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 October 2018 edition of the CU*BASE Monthly Monitor Recap! October 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 »
Nov 8, 2018
Join Us for the 75th Issue of Tricks of the Trade!
The 75th edition of the Tricks of the Trade newsletter is here! Join Alycia Meyers in celebrating 7 years of the newsletter and 5 years of Tricks of the Trade webinar presentations! Scheduled for Wednesday, November 14 from 3:30-4:00 PM ET, the interactive and engaging November Tricks of the Trade webinar will give you an… Read more »
Nov 7, 2018
Year-End Deadlines Approaching!
Make sure to complete your November year-end tasks! No Later Than Monday, November 5 Online Credit Unions Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions Self-Processing Credit Unions Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form Check on the other November deadlines and more in the… Read more »
Nov 2, 2018
CEOs, are your IT teams ready for November 11th?
THIS MESSAGE IS BEING DIRECTED TO CEOS OF ONLINE AND SELF PROCESSING CREDIT UNIONS Do you know why November 11 is a critical day for your employees using CU*BASE? Because if they do not have their workstations upgraded to the right software levels, they will not be able to sign on! If your team has… Read more »
Oct 31, 2018