Client News provides the information you need to stay current with what’s happening.
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Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Join Lender*VP for a Conversation on 1Click Loans!
Join Lender*VP for our upcoming Conversation On 1Click Loans! Learn from other credit unions in the network what it is that they love about 1Click Loans. Engage in discussions about what is working and what is not, explore credit union policies and procedures, and so much more! We invite you to bring your own policies… Read more »
The 2024 Quarterly Contests are Available NOW!
We have been hard at work making updates to the Quarterly Contests for 2024, and we are finally ready to share them with you! Quarterly Contests are now supported by the data analysts on the CU*Answers Asterisk Intelligence Team. You can find them online now by going to the CU*Answers Marketing Store. QUARTER 1 –… Read more »
Learn All About AnswerBook with These 9 Videos!
Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook? Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at… Read more »
Online Banking Rollover Event Tomorrow – Updates to be Posted on the CU*BASE Alerts Page
Don’t forget: tomorrow we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. The Rollover event is scheduled to begin at 5:00 AM ET (2:00 AM PT) on Wednesday, December 6th, with the rollback scheduled for 6:00 AM ET (3:00 AM PT). … Read more »
November Owner’s View Monthly Recap
Check out recent programming changes in the November 2023 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 CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/5/2023
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.
CU*BASE Release 23.12 is Arriving Soon!
CU*BASE Release 23.12 Online and Site Four Release Date is December 10 Self-Processor Release Date is December 17 Documents 23.12 Release Summary 23.12 New and Updated Tool Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the… Read more »
License Verification Tool is Now Available with MOP 3.0!
Add the new license verification tool into your credit union’s MAP or MOP site! With this service members will be asked to take a selfie, as well as an image of the front and back of their driver’s license that will be submitted for verification – this is a fraud deterrence tool that can be… Read more »
Video of the Week: Loan File Action Codes
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
2026 Education Catalog
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
Two for Tuesday
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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