Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
You may also want to check out the press release section.
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 contact, we recommend that you get started by reaching out to either the Client Services Team or the Network Services Team. The Client… Read more »
Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options…. Read more »
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms! ProDOC is going away – is your credit union prepared for the future? During this upcoming event, we will chat about ProDOC going away and what this means for your credit union, followed by an open discussion. We encourage attendees to share their thoughts and experiences on… Read more »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
In 2025 our task was to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, setting a new foundation for the next 25 years of development. As all network credit unions make the final transition from GOLD to CBX, we are looking ahead at what’s… Read more »
The cybersecurity landscape is evolving on a near constant basis, with new threats emerging regularly. The impacts of these threats can lead to disruption of business, harm to your reputation, financial risk, or a combination of all three. AdvantageCIO has formed a new partnership with Damian Walters & Associates, LLC (DWA) to help credit unions evaluate their… Read more »
Tomorrow, January 6th, we will be deploying an enhancement for Open Lending clients. Following the deployment of Project #66630, when launching out to Open Lending via the ‘Send to Third Party’ button, users will be presented with a new web-based screen where they can enter in an optional monthly payment value to exclude from their… Read more »
Are you looking to get a headstart on 2026 education opportunities at your credit union? Our Exercises for Success Training Manuals are designed for use with simulated training environments, allowing new users to gain practical experience with common tasks. Four programs are available, all of which are FREE for your credit union to utilize in… Read more »
Join the Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Participants… Read more »
Check out recent programming changes in the December 2025 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Get your planners ready because there’s a wealth of training opportunities coming your way in 2026. You can click the button below to download a digital copy of the Education Catalog today!
Download Catalog
Do your members have questions about their credit card accounts? We can help your staff gain a deeper understanding of the CBX tools that allow you to assist members! Use the button below to learn more about our upcoming webinar and begin your registration. Register Now
Register for the 2026 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our shared partnership! Register Now
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