Simulated Training Environment

edu-simulated

Bedrock Community Credit Union

With the Bedrock Community Credit Union simulated training environment, CU*BASE users can practice using the software without the worry of affecting real member data. Bedrock is set up just like a real credit union, but without links to outside vendors. This shared training resource is available to all online credit unions free of charge. Users can add members, modify accounts, and conduct transactions. Configurations are generic, using settings typical to most online clients, and access is limited to basic member service, lending, and accounting functions. Whether introducing new employees to CU*BASE or helping existing employees practice new skills, the Bedrock Community Credit Union training environment is perfect for keeping CU*BASE users up to speed on the tools they’ll use every day to serve their members. To request credentials to access Bedrock, contact the CU*Answers Client Services & Education team at education@cuanswers.com. Visit CU*Answers to learn more about this resource.

CU*BASE Custom Training Edition

Unlike Bedrock Community Credit Union, which is used by all CU*Answers online clients, CU*BASE Custom Training Edition (CTE) is a training environment used exclusively by the subscribing credit union. CU*BASE CTE is customized to mirror the subscribing credit union’s live environment. For a one-time setup fee plus a monthly maintenance fee, clients can have a copy of their own membership data set up as a training environment, available only to their credit union employees. CU*BASE CTE gives credit unions a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without the worry of affecting their live member data. And since it’s a copy of a credit union’s actual files, both the product configurations and member accounts will be familiar and will behave like they do in the credit union’s day-to-day environment. Whether introducing new employees to CU*BASE or helping existing employees practice new skills, CU*BASE CTE is perfect for keeping credit unions up to speed on the tools they’ll use every day to serve their members. Learn more by visiting the CU*Answers Store

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
February 18, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Monday, November 25 11:00 AM – 11:30 AM ET This Month’s Focus Overview of Same-Day ACH Changes Within the last five years or so, the ACH landscape has kicked into high gear.  Surprised?  No worries, we’ll catch you up quickly.  Join Jeff Miller, Manager of OpsEngine Business Development for a discussion of the following items:… Read more »

Nov 14, 2019

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 »

Oct 28, 2019

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Thursday, October 16 4:15 PM – 4:45 PM ET This Month’s Focus Year End Best Practices Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices.  During this session, Monica will discuss topics including: Tax forms handling tool #916 Verifying shares and certificates (1099 INT reporting) Verifying… Read more »

Sep 26, 2019