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

Get Registered for CU*Answers University Week!

Get Registered for CU*Answers University Week!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Coming next week, February 5-9 Don’t forget to register for our most timely and relevant courses condensed into one week!  Each of these courses is a web conference, and attendance is FREE! Courses will include presentations from: Human Resources/ORD SettleMINT EFT Internet Retailer Support Center (IRSC) Client Services and Education… Read more »

Feb 1, 2018

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, January 9 2:30 PM – 3:00 PM ET This Month’s Focus Member Statements Join Stephanie Raven and Tim Droese of the Client Services and Education Team, for an Education Express session on making a splash with Member Statements!  During this month’s session, Stephanie and Tim will discuss the following: Timing and Scheduling Selecting Onserts… Read more »

Dec 21, 2017

Take a Look at the CU*Answers University Courses for January!

Take a Look at the CU*Answers University Courses for January!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in January! Thursday, January 4 11:00 AM – 12:00 PM ET, web conference CU*BASE Employee Security   Monday, January 8 3:00 PM – 4:00… Read more »

Dec 20, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, December 13 3:00 PM – 3:30 PM ET This Month’s Focus CU*BASE Security Procedures Join Charlie Dean of the Client Services and Education Team, for an Education Express session on CU*BASE Security Procedures, specifically regarding what to do when an employee leaves your credit union.  Charlie will discuss the following topics: Deleting a User… Read more »

Nov 30, 2017

Take a Look at the CU*Answers University Courses for November!

Take a Look at the CU*Answers University Courses for November!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  Take a look at the courses we have coming up in November! Friday, November 3 11:00 AM – 12:00 PM ET, web conference Managing Delivery Channels   Monday, November 6 2:30 PM – 4:00… Read more »

Oct 18, 2017

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, October 17 2:00 PM – 2:30 PM ET This Month’s Focus Imaging Solutions Join Kyle Karnes for an Education Express session on the importance of indexing documents, how to find documents that are not indexed in iDoc Vault, and Credit Union document due-diligence. Don’t miss this FREE webinar! Get Registered

Oct 10, 2017

2 CU*Answers University Courses Now Being Offered as Webinars

2 CU*Answers University Courses Now Being Offered as Webinars

The following CU*Answers University courses were originally announced as in-person events to be hosted at our Grand Rapids headquarters, but will instead be held as webinars. Thursday, October 12 2:00 PM – 3:00 PM ET Using CU*BASE Loan Forms with Imaging Solutions   Wednesday, October 25 9:30 AM – 11:00 AM ET Designing CU*BASE Loan… Read more »

Oct 5, 2017

New Date! CU*Answers University: Monitoring Abnormal Activity

New Date!  CU*Answers University: Monitoring Abnormal Activity

Learn more about the tools in CU*BASE designed for monitoring abnormal and suspicious member activity!  Join us for this CU*Answers University course to learn about the tools that can help track abnormal member activity, high risk-designated members, and activity that is frequently related to fraud. Please note: This class was originally scheduled for Friday, October… Read more »

Oct 4, 2017