Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
Thank you for attending today’s session! To help us continue to provide the best possible training for your credit union, please take a moment to let us know how well today’s session has met your expectations.
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities. Does your credit union need to add a new Security Officer or remove an existing one? Use the button below to visit our online store and submit a request. After a request has been submitted, the… Read more »
As of fall 2023, CU*Answers Client Services and Education replaced our previous newsletters with a webinar series, known as Education Around the Corner. Education Around the Corner highlights upcoming education opportunities, and provides a look at: How to find upcoming classes, including Education Express and Learning Café sessions. How to register for events. Discussions on… Read more »
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 »
Wednesday, February 14th 4:30 PM – 5:00 PM ET This Month’s Focus Review Year-End Tasks for February 2024 February is just around the corner! During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including: How to find a member’s December 2023 Statement if Sub-1099s were requested. Enhancement products available… Read more »
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 February! Friday, February 2 1:00 PM – 2:00 PM ET Vendor Management 101 Register for web conference 3:00 PM – 3:30… Read more »
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. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Now that we’ve successfully onboarded credit unions to receive funds via the RTP® payments rail, it’s time for us to start building the infrastructure we need so that members can send funds that way, too. But just like with a wire, money sent via this rail can’t be pulled back if it gets sent in… Read more »
A Note from Kristian Daniel, CU*Answers VP of Client Services & Education: It is my privilege to present to you your 2024 Education Catalog, filled with both classroom and online learning opportunities, along with innumerable resources that support a variety of learning styles, levels of experience, tenure, and purposes. I encourage you to take a… Read more »
Wednesday, January 3rd 10:30 AM – 11:00 AM ET This Month’s Focus Review Year-End Tasks for January 2024 Year-end tasks for January are just around the corner! During our upcoming Education Express session, Cindy Stevens will detail the tasks that your credit union will need to complete, including: Review Beginning-of-Year/Tax File Verification Reports (page 44… Read more »