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
Sunsetting the Experian AS1 Authentication Product
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS CU*Answers has received official notification from Experian that as of October 31, 2019, the Authentication Service Level One product, known as AS1, will be sunset and no longer available. Please contact your Experian representative if you wish to learn more about their alternative solutions. If you have any questions… Read more »
CU*BASE GOLD 19.10 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 19.10: Online credit unions: October 20 Site-Four partners: October 20 Self-processing credit unions: November 10 Release Documents 19.10 Release Summary 19.10 Database Changes 19.10 Tool Changes Note for self-processing credit… Read more »
5300 Call Report: 3rd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd 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 Q319 Call Report any time after October 1, but be… Read more »
August 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 August 2019 edition of the CU*BASE Monthly Monitor Recap! August 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 »
Heads-Up: 2019 Year-End Information Coming Soon!
Counting Down to 2019 Year-End Tasks As summer is coming to a close, we are busy verifying deadlines, completing the year-end guides, and preparing for training here at CU*Answers. While Year-End Processing Guides won’t be arriving to your credit union until later in the fall, we wanted to send a reminder to your credit union… Read more »
July 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 July 2019 edition of the CU*BASE Monthly Monitor Recap! July 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 »
June 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 June 2019 edition of the CU*BASE Monthly Monitor Recap! June 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: 2nd Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 2nd Quarter Update Before you start working on your 2nd 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 Q219 Call Report any time after July 1, but be sure… Read more »
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 »
CU*BASE 19.05 Release Updates
As a reminder, the 19.05 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on May 5. We will be posting any/all issues related to the 19.05 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 »