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
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 2018 edition of the CU*BASE Monthly Monitor Recap! August 2018 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 »
The Online Banking 18.08 Release is Coming Soon!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On August 29 you will receive It’s Me 247 Online Banking 18.08. Release Documents Online Banking 18.08 Release Summary Online Banking Release It’s Me 247 Online Banking version 18.08 will be implemented on Wednesday, August 29. This release includes an updated Login History page that allows members to better monitor… Read more »
Video of the Week: Adding a Payee in It’s Me 247 Bill Pay
Adding a Payee in It’s Me 247 Bill Pay Need a quick way to show members how to add a payee in It’s Me 247 Bill Pay? Refer them to this video, which has been viewed 3,212 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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 2018 edition of the CU*BASE Monthly Monitor Recap! July 2018 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 »
Video of the Week: Depositing a Check Remotely
Need to give members a quick overview on how they can deposit a check remotely using our credit union mobile banking app? Refer them to this video! Play Video (NOTE: As always, before posting a video for members, be sure to view it to ensure features shown reflect those you have configured in mobile app.) Check… Read more »
Video of the Week: Mobile App Basics
Need to give members a quick overview on how to use our credit union mobile banking app? Refer them to this video, which has been viewed 322 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 members, be sure to view… Read more »
The Online Banking 18.07 Release is Coming Soon!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On July 25 you will receive It’s Me 247 Online Banking 18.07. Release Documents Online Banking 18.07 Release Summary Online Banking 18.07: Login Messaging and Password Reset Online Banking Release It’s Me 247 Online Banking version 18.07 will be implemented on Wednesday, July 25. This release includes a new password… Read more »
It’s Almost Time for the July Tricks of the Trade Webinar!
The July Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to the 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Don’t have time to attend? Send one of… Read more »
Custom Queries and 18.07 Database Changes
With each CU*BASE release, a small number of custom queries for each credit union could require updates in order work properly moving forward. If you work with custom queries, we recommend you spend a little time reviewing the Database Changes documentation for the release as now is the time to perform a check-up to identify… Read more »
CU*BASE 18.07 Release Updates
We will be posting any/all issues related to the 18.07 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will not be sending out any emails regarding individual issues for this latest release. If you are encountering any issues with the 18.07 release, please refer to the… Read more »