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 Bedrock Community Credit Union Brochure

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.

CU*BASE Custom Training Edition

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
June 17, 2021

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Wednesday, September 8 4:00 PM – 4:30 PM ET This Month’s Focus Monthly Statement Deadlines For Sage Direct clients, the Statement Insert/Mailing Instruction screen is key for coordinating your paper inserts smoothly.  Missing the deadline of the 10th may cause your statement mailing to be delayed.  This may also result in a late fine from… Read more »

Aug 24, 2021

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

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

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 September!   Thursday, September 2 10:30 AM – 11:30 AM ET Member Service Trackers, Leads, and Follow-ups Register for web conference   Tuesday,… Read more »

Aug 23, 2021

CU*Answers offers four University Weeks

CU*Answers shows its commitment to ongoing client training by hosting University Weeks, which consist of a variety of web conferences and classroom courses condensed into a week-long period (Monday through Friday). These weeks are offered once a quarter. Lani Lowing, Client Services and Education Team Lead, stated “I am happy to announce that the 3rd […]

Aug 19, 2021

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 »

Aug 3, 2021