Custom Training Edition: CU*BASE CTE

FIRST-EVER CTE SYMPOSIUM

ON SEPTEMBER 15, 2016, WE HELD OUR FIRST CTE SYMPOSIUM, A FOCUS GROUP MEETING OF CURRENT AND INTERESTED CTE USERS.
REVIEW THE PRESENTATION

The CU*BASE Custom Training Edition (CTE) is a new alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. For a one-time setup fee plus a monthly maintenance fee, you can have a copy of your own membership data set up as a training environment, available only to your credit union’s employees.

The CTE gives your team a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without potential harm to your live member data. And because it’s a copy of your actual files, both the product configurations and member accounts will be familiar and will behave like they do in your day-to-day environment.

Whether introducing new employees to CU*BASE or helping existing employees practice new skills, your CTE environment is perfect for keeping your team up to speed on the tools they’ll use every day to serve your members.

Watch the video overview of CTE!

CU*BASE CTE informational brochure (includes pricing)

CU*BASE CTE user guide and FAQs

Learn about a FREE shared training environment

Updated
February 23, 2017

CU*BASE New Navigation – Don’t Forget to Join our Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – With the upcoming 17.03 Release of CU*BASE, your Favorite Tools can follow you from one workstation to another! With the New Navigation, your Favorite Tools are tied to your Employee ID. This also means that multiple credit union employees can use the same workstation,… Read more »

Feb 27, 2017

Don’t Miss this FREE Education Express Webinar!

Thursday, March 23 2:30 – 3:00 PM ET This Month’s Focus Tiered Service Points and Rewards We will be offering a session for credit unions that are interested in utilizing Tiered Service Points, and showing how they can reward members via a points program based on their membership services. Don’t miss this FREE webinar Get… Read more »

Feb 22, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Here at CU*Answers, we are very excited to roll out the new Search function with the 17.03 Release of CU*BASE on March 19!  Below are some tips for helping you get familiar with the Search feature: Make sure you are in the correct menu.  Favorite Tools under ‘My Tools’ may display… Read more »

Feb 13, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The New Navigation coming in the 17.03 Release of CU*BASE on March 19 doesn’t just offer a convenient Search function for longtime users.  New users can get more easily acquainted with Tools by organizing them under their favorites, and by accessing them via Shortcuts. Each Tool is also assigned… Read more »

Feb 1, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – The 17.03 release of CU*BASE, arriving March 19, features the ability to customize the order of your Tools.  This new feature allows each employee to prioritize their most frequently used Tools in a manner that best suits their daily tasks. The CU*Answers Client Services… Read more »

Jan 24, 2017

Big Changes on the Horizon with CU*BASE New Navigation!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Arriving March 19th, the New Navigation system will bring many exciting new features to CU*BASE!  The 17.03 release will allow you to Search for Tools, sort them alphabetically, and even set up lists of favorite tools tied to individual Employee IDs.  It’s a bold new take on the CU*BASE… Read more »

Jan 16, 2017