Training Resources

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For credit union staff who prefer learning at their own pace and on their own schedule, CU*Answers University offers online training resources that cover 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 resources.

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 a Client Services & Education team member receives a client question, they document the answer in AnswerBook.

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.

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 eStatements, online membership applications, and the various online bill pay options that CU*Answers offers. Access It’s Me 247 reference materials.


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 < a href=”help.cubase.org/cubase/cubase.htm”> CU*BASE Help to access this resource.

It’s Me 247 Online Help

Designed for members using It’s Me 247 Online Banking, this resource is also helpful to credit union staff seeking to gain a deeper knowledge of online banking. 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.

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.

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 and on the following page.

Cybersecurity Literacy For Credit Union Directors

CU*Answers knows cybersecurity adds to an already heavy burden on credit union directors. Watch this comprehensive video, also available in DVD format, to learn about core concepts related to cybersecurity. The video even includes a test to assess your knowledge.

Financial Literacy Series for Credit Union Board Directors

This series of 12 videos, also available in 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.

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.

OnDemand

Providing access to nearly 240 videos, the CU*Answers OnDemand site is the main repository for videos on CU*BASE and related products and services. The site includes CU*BASE how-to videos, release training webinar recordings, online banking tutorials, client and member marketing videos, CU*Answers training event videos, and more!

Show Me the Steps Video Tutorials

A how-to companion to CU*BASE GOLD online help, Show Me the Steps offers close to 200 video tutorials that show clients the ins and outs of CU*BASE GOLD. With videos on everything from back-office functions to lending tools, the Show Me the Steps video library has a video to answer any question a CU*BASE user may have. The collection of videos also includes tutorials on member self-service products such as It’s Me 247 Online Banking and the CU*Answers mobile banking app.

Updated
January 24, 2024

Mark Your Calendars for the 2022 CU*Answers University Weeks!

Mark Your Calendars for the 2022 CU*Answers University Weeks!

CU*Answers will be hosting three more University Weeks during 2022!  Whether you’ve attended University Week in the past or are a new attendee, we invite you to join us for a series of our most timely and relevant courses where we will discuss topics relating to our core software, CU*BASE, alongside many of the other… Read more »

Jan 31, 2022

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 27, 2022

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

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

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!   Wednesday, February 2 2:00 PM – 2:30 PM ET Vendor Management 101 Register for web conference   Thursday, February 3 3:00… Read more »

Jan 24, 2022

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

Newly Implemented Enhancements for your Credit Union’s TLC Content Library

We are excited to announce a refresh to your Credit Union Library! This year, an extensive project has been underway to bring your learners a more engaging learning experience as we move into 2022.  Implemented earlier this month, the following enhancements are now available to your credit union: Authored in Articulate: All courses will be migrated from the current… Read more »

Jan 17, 2022

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

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 call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Jan 3, 2022