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. 2020 Owner’s View Monthly Recap – February 2020 Analytics Booth Release AB_20.02 Release Summary – February 23, 2020 Owner’s View Monthly Recap – January 2020 2019 Monthly Monitor Recap –… 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… Read more »
“Tricks of the Trade” Newsletter Series
CU*Answers provides a wealth of education and documentation tools. Although the series is on temporary hiatus, you can still get a lot of great information from previous editions of the newsletter: what resources are available, how to find and use them, and best-kept secrets you maybe haven’t run across before! Documentation: Tricks of the Trade… 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
Keep on Track with Year-End Deadlines
Important Information About Tax Processing Deadlines In light of current events, the CU*Answers tax team is closely monitoring all news related to tax reporting and deadlines. Although the IRS has made a few announcements regarding extending tax day to July 15, as of now there have been no directives or instructions regarding extending our submission… Read more »
Reminder: Sunsetting the Experian AS1 Authentication Product
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of March 31, 2020, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. (Originally, AS1 was scheduled to be sunset on October 31, 2019, as mentioned in our previous announcement. However, the sunset… Read more »
February 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 February 2020 edition of the Owner’s View Monthly Recap! February 2020 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 »
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 »
Sunsetting the Of Course! CEO Community
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On Monday, March 2nd, CU*Answers will be sunsetting Of Course! CEO Community. Launched at our 2010 CEO Strategies event, Of Course! served as a private community where CU*BASE credit union CEOs could share tips and tricks with one another. While this site has been up for 10 years, we… Read more »
January 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 January 2020 edition of the Owner’s View Monthly Recap! January 2020 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 »
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 2019 edition of the CU*BASE Monthly Monitor Recap! December 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… Read more »
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 Q419 Call Report any time after January 1, but be sure… Read more »
CU*BASE 19.12 Release Updates
As a reminder, the 19.12 Release of CU*BASE GOLD will be deployed to Online, Self-Processing and Site-Four credit unions this weekend, on December 15. We will be posting any/all issues related to the 19.12 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending… Read more »
CU*BASE GOLD 19.12 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 19.12: Online credit unions: December 15 Site-Four partners: December 15 Self-processing credit unions: December 15 Release Documents 19.12 Release Summary 19.12 Database Changes 19.12 Tool Changes Reminder: GOLD Version Check… Read more »