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

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

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!

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!

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

Big Changes on the Horizon with CU*BASE New Navigation!

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