Online Training

edu-onlineFor credit union staff who prefer learning at their own pace and on their own schedule, CU*Answers University offers online training that covers a multitude of topics related to CU*BASE, soft skills, and compliance. From video tutorials to courses available through the CU*Answers University online campus, there is something for everyone. Following is a complete list of online training options.

Booklets and Documentation

AnswerBook

This online database includes thousands of questions and answers about CU*BASE and is a very popular resource among clients seeking to learn more about CU*BASE. Each time the CU*Answers Client
Services & Education team is contacted with a client question about CU*BASE, the question and answer is documented in AnswerBook.

Access this resource

Building the Factory Instructional Manuals

This series of “do it yourself” instructional guides shows clients how to harness the power of the CU*BASE toolset to conduct marketing campaigns that will help their credit union increase product sales. With step-by-step instructions that take clients from launching a campaign to analyzing the results, these guides make it easy to unlock the revenue-generating opportunities within CU*BASE.

Access this resource 

CU*BASE Reference Materials

This site includes booklets on various CU*BASE-related topics and is an excellent resource for staff who are looking to become more familiar with a particular CU*BASE feature or tool.

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It’s Me 247 Reference Resources

This site includes reference materials related to It’s Me 247 Online, Mobile, and Text Banking. The site also includes documentation on related products such as MoneyDesktop, CU Mobile Apps online banking app, and the various online bill pay options that CU*Answers offers.

Access It’s Me 247 reference resources

Special Interest Publications

These online publications cover topics beyond the CU*BASE software and are especially good for credit union leaders and key personnel to help them make the most of their relationship with CU*Answers.

Access CU*Answers special interest publications

Understanding Your CU*BASE Invoice

This site, designed for credit union accountants and CEOs, explains the ins and outs of the CU*Answers monthly invoice and how clients can correlate CU*Answers pricing and monthly invoices with the way their credit union earns. The site includes a sample invoice, information on billing codes, and a sample credit union five-year pricing overview.

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Education Report Newsletter

This newsletter, emailed to subscribers monthly, keeps clients informed of upcoming courses and training events.

Subscribe to this newsletter

Online Campus

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Free Campus

The CU*Answers University online campus offers both credit union-specific courses and CU*BASE courses developed by industry experts. All courses are available to any employee of your credit union, from any CU*BASE workstation, at no charge. Access this resource by clicking the Network Links button (link icon) in CU*BASE and selecting CU*Answers University.

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Free Campus with Administrator Access

With administrator access to the free campus mentioned above, you have the ability to track learning progress, award certificates of completion, and design individual development plans. To obtain administrator credentials, contact the CU*Answers Client Services and Education team.

Expanded Campus

The expanded campus includes everything the above-mentioned free campus includes, plus 76 additional credit union-specific courses, 5 additional course categories, a course-authoring tool with which to customize courses with your specific credit union content, branding capabilities, and more!

Learn more about the expanded online campus

 Online Help

CU*BASE GOLD Online Help

One of the most widely used training resources offered to CU*Answers clients, this robust and comprehensive online help system includes a topic that corresponds to each of the thousands of screens that make up CU*BASE GOLD. This library of CU*BASE-related information helps clients become power users of CU*BASE GOLD.

Visit CU*BASE online help

It’s Me 247 Online Help

While this resource is designed for members using It’s Me 247 Online Banking, it’ s also useful for credit union staff seeking to gain a deeper knowledge of online banking and its features. It’s Me 247 online help includes a section of frequently asked questions about It’s Me 247 as well as tips for completing various tasks within online banking such as opening a new account, personalizing online banking pages, and adding security features to online banking.

Visit It’s Me 247 online help

Show Me the Steps

This how-to help system provides simple step-by-step instructions to help clients complete various tasks in CU*BASE. It also includes an extensive video library with close to 200 video tutorials for those who learn best by seeing the software in action.

Visit Show Me the Steps online help

 Videos

As part of the CU*Answers Presence over Video (POV) initiative, which aims to improve client communication and training through video, CU*Answers has developed an extensive library of video resources, which are outlined below.

Financial Literacy Series for Credit Union Board Directors

This series of 12 videos, also available in print or DVD format, is geared toward those new to the role of credit union board director. It even includes tests for participants to assess what they’ve learned.

Access this resource

It’s Me 247 How-To Video Series

Although this video series is designed for members, it’s an excellent resource for new staff unfamiliar with It’s Me 247 Online Banking and the various online bill pay options that CU*Answers offers. The videos explain how to perform tasks in online banking and online bill pay.

Access It’s Me 247 How-To Videos

OnDemand

Providing access to over 100 videos, the CU*Answers OnDemand site includes CU*BASE training videos, release training webinar recordings, and more!

Access the CU*Answers OnDemand site

Show Me the Steps Video Tutorials

Show Me the Steps, a how-to companion to CU*BASE GOLD online help, offers close to 200 video tutorials that explain how to perform various tasks in CU*BASE GOLD. Many of the videos are interactive so viewers can practice what they learn.

Access Show Me the Steps Video Tutorials

Updated
October 19, 2016

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

The CU*BASE New Navigation arrives next week – make sure you are prepared! There’s still time to register for our final training session.  If you have not attended any of our previous training sessions, be sure to sign up – The CU*Answers Client Services & Education Team will help familiarize you with the New Navigation…. Read more »

Mar 14, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is March 15

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Looking for a particular Tool in the CU*BASE New Navigation?  Want to see how menus and Tools were organized in the previous version of CU*BASE?  CU*Answers has a library of documentation available for reference online, so you can compare the old with the new 17.03 release of CU*BASE. Check… Read more »

Mar 9, 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