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. 2024 CU*BASE Release 24.05 Release Summary – May 5, 2024 CU*BASE Release 24.05 Database Changes – May 5,… 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
2024 Online Pricing Guide 2024 Inhouse Pricing Guide 2024 Ancillary Pricing Guide 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… 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
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 »
September Owner’s View Monthly Recap
Check out recent programming changes in the September 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Don’t Forget: CU*BASE Release 23.10 is Arriving Soon! Check out the Release Training Resources
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Release Training Resources If you missed our recent training sessions for the 23.10 Release, a recording is now available – click here to… 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 Q323 Call Report any time after October 1, but be… Read more »
CU*BASE Release 23.10 is Arriving Soon!
CU*BASE Release 23.10 Online and Site Four Release Date is October 8 Self-Processor Release Date is October 15 Documents 23.10 Release Summary 23.10 New and Updated Tool Summary 23.10 Database Changes Summary Training Attend a release review webinar! Thursday, September 28 @ 3:00 PM – 4:30 PM ET Thursday, October 5 @ 3:00 PM –… Read more »
Sunsetting Management of SonicWALL Firewalls – Order Your Fortinet Firewall Today
Beginning January 1, 2024, we will only provide management services for Fortinet firewalls and will discontinue management of SonicWALL firewalls (this will not impact secure email and secure remote access devices). The message below was sent to client credit unions who have not yet purchased a Fortinet firewall to replace their SonicWALL. If you wish… 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 »
August Owner’s View Monthly Recap
Check out recent programming changes in the August 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
July Owner’s View Monthly Recap
Check out recent programming changes in the July 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
June Owner’s View Monthly Recap
Check out recent programming changes in the June 2023 edition of the Owner’s View Monthly Recap! Open the 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 and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »