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2026 Education Spotlight – It’s Me 247 Online Banking
Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to: Explain online banking from the member’s perspective. Explain how to best promote audio… Read more »
Take a Look at the CU*Answers University Courses for April!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in April! Thursday, April 2 Member Connect: Building a Communication Network 9:30 AM – 10:30 AM ET Register for Web Conference Tuesday, April 7 Working… Read more »
2026 Education Spotlight – CU*Statements
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
2026 Education Spotlight – Closing Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »
2026 Education Spotlight – Opening Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. Read more »
Join Us for a Dive into Administrator Features Available in TLC!
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
Conversations On Education – “Best Practices” for Communicating CU*Answers Releases
Join us for a conversation on Education! Our upcoming session will focus on best practices for communicating details relevant to CU*Answers’ major software releases. Your hosts for this session will be Kasey Olchowski (Manager of Education) and Stephanie Raven (Earnings Edge Account Executive). During this event, we’ll discuss best practices for communicating what comes with major… Read more »
2026 Education Spotlight – CU*Statements
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
Have You Heard About Custom Training Edition? Join Us for a Free Demo!
We’re saving you a seat! Join our upcoming webinar hosted by Kasey Olchowski, Manager of the Education Team, to learn about Custom Training Edition (CTE). CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn… Read more »
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1Click Autopilot
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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In Case You Missed It…
Take a look back at some important topics from the first half of April 2026! View Topics
Take Advantage of the NEW 1Click Autopilot Program!
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