Custom Training Edition: CU*BASE CTE

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.

Member Services Flyer

Lending/Collections Flyer

Back Office Flyer

CU*BASE CTE informational brochure (includes pricing)

CU*BASE CTE user guide and FAQs

Learn about a FREE shared training environment

   

Request a CTE Demo Today!


Request CTE Demo

   

Sign up for CU*BASE CTE Today!


Order CU*BASE CTE

Exercises for Success

Designed for use with CU*BASE simulated training environments, this workbook series offers new CU*BASE users practical experience with common CU*BASE tasks. The series comprises three workbooks that reinforce key areas of credit union operations: member service, teller processing, and lending. Each workbook includes helpful instructions that guide learners in selecting appropriate accounts for use while practicing the activities covered in the booklet. Activities are based on common member scenarios and are followed by a knowledge check that learners can use to gauge their progress. The workbooks can be downloaded as PDF booklets here:

Updated
October 17, 2023

We’re Here When You Need Us – Client Services and Network Services

We’re Here When You Need Us – Client Services and Network Services

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  Even as headlines change and new information is delivered frequently, CU*Answers is here to support our clients.  We are committed to keeping our daily operations running smooth as usual, and… Read more »

Apr 14, 2020

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

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

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 April!   Monday, April 6 4:30 PM – 5:00 PM ET Preparing for a Cybersecurity Incident Response Register for web conference   Tuesday,… Read more »

Mar 31, 2020

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

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

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 March!   Tuesday, March 3 10:00 AM – 11:00 AM ET Components of an Information Security Program Register for web conference   Wednesday,… Read more »

Feb 27, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, March 12 2:30 PM – 3:00 PM ET This Month’s Focus Security Officer Training Join the Client Services and Education team to learn more about the responsibilities of being a CU*BASE Security Officer.  During this Education Express, we will discuss: How to assign or remove a Security Officer How to locate and complete a… Read more »

Feb 20, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, February 13 3:00 PM – 3:15 PM ET This Month’s Focus Membership Eligibility Verification for Membership Opening Process Join us to learn about MEV for MOP!  MEV (Membership Eligibility Verification) for MOP (Membership Opening Process) allows credit unions to capture information from the member that might not be part of the MOP process.  Credit… Read more »

Jan 31, 2020

Don’t Miss Out: Schedule a Free Demo of CU*BASE Custom Training Edition!

Don’t Miss Out: Schedule a Free Demo of CU*BASE Custom Training Edition!

Whether you are introducing new employees to CU*BASE or helping existing employees to practice new skills, the Custom Training Edition (CTE) can help bring your team up to speed on the tools they will use every day to serve your members. The CU*BASE Custom Training Environment is a new alternative to the shared simulated environment… Read more »

Jan 23, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, February 19 3:00 PM – 3:30 PM ET This Month’s Focus Automated Tracker Purges Of all the data tables stored in your credit union’s FILExx library, the ones that use the most space are typically those that store Tracker conversations.  For most credit unions, Trackers represent 80% of all data stored about members, including… Read more »

Jan 22, 2020

Do You Have a New Teller or Member Service Representative?

Do You Have a New Teller or Member Service Representative?

Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »

Jan 21, 2020