Documentation

Updated
November 21, 2016

Newsletters

Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, & 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. 2019 Monthly Monitor Recap – May 2019 Analytics Booth Release AB_19.06 Release Summary – June 9, 2019 Monthly Monitor Recap – April 2019 CU*BASE Release 19.05 Release Summary – May… 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 »

May CU*BASE Monthly Monitor Recap

May 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 May 2019 edition of the CU*BASE Monthly Monitor Recap! May 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 »

Jun 6, 2019

April CU*BASE Monthly Monitor Recap

April 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 April 2019 edition of the CU*BASE Monthly Monitor Recap! April 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 »

May 2, 2019

CU*BASE GOLD 19.05 Coming Soon!

CU*BASE GOLD 19.05 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 19.05: Online credit unions: May 5 Site-Four partners: May 5 Self-processing credit unions: May 20-21 Release Documents 19.05 Release Summary 19.05 Database Changes 19.05 Tool Changes Release Training General Release… Read more »

Apr 15, 2019

March CU*BASE Monthly Monitor Recap

March 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 March 2019 edition of the CU*BASE Monthly Monitor Recap! March 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 »

Apr 3, 2019

February CU*BASE Monthly Monitor Recap

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 February 2019 edition of the CU*BASE Monthly Monitor Recap! February 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 »

Mar 5, 2019

Video of the Week: Subscribing to eNotices and eAlerts in It’s Me 247 Online Banking

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

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