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. What happens after a release? Learn about our Post Release Validation program. 2022 Owner’s View Monthly Recap – July 2022 Owner’s View Monthly Recap – June 2022 Analytics Booth Release… 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 »
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 »
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 »
Newsletters
Stay current by subscribing to CU*Answers newsletters. You can subscribe to The Education Report, Client Services Report, and the SettleMINT EFT newsletter. Don’t worry, you can unsubscribe at any time. Why not do it today? Sign up here
Related News
Reminder: CU*BASE GOLD 20.04 Coming Soon!
ATTENTION ONLINE CREDIT UNIONS Another CU*BASE Release Is Coming! Mark your calendars for April 26, when you will receive CU*BASE GOLD Version 20.04: (Our Site-Four partners will receive this release on April 26 as well.) Release Documents 20.04 Release Summary Release Training General Release Training This training will provide an overview of all release enhancements…. Read more »
CU*BASE GOLD 20.04 Coming Soon!
ATTENTION ONLINE CREDIT UNIONS Another CU*BASE Release Is Coming! Mark your calendars for April 26, when you will receive CU*BASE GOLD Version 20.04: (Our Site-Four partners will receive this release on April 26 as well.) Release Documents 20.04 Release Summary Release Training General Release Training This training will provide an overview of all release enhancements…. Read more »
March 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 March 2020 edition of the Owner’s View Monthly Recap! March 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 »
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 »