Client News provides the information you need to stay current with what’s happening.
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Conversations On Education – CU*Answers Online University (TLC)
Join us for a Conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Two for Tuesday with CEO Geoff Johnson – 10/13/2026
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 »
Now Available for SWIVEL Clients: A Closer Look at the A2A Transaction Journey
***This announcement applies to credit unions who received the associated email.*** CU*Answers has new documentation available to SWIVEL clients! We invite you to check out this publication for greater insights into the A2A transaction journey, including a detailed look at how SWIVEL handles ACH transaction processing. This document follows along from initiation to the time… Read more »
Don’t Forget: CBX Release 26.10 is Arriving Soon!
CBX Release 26.10 Online, Self-Processor, and Site-Four Release Date is October 25, 2026 Documents 26.10 Release Summary 26.10 New and Updated Tool Summary 26.10 Database Changes Summary Training Attend a release review webinar! Monday, October 12 @ 3:00 PM – 4:00 PM ET Monday, October 19 @ 2:30 PM – 3:30 PM ET Click Here… Read more »
Join Us for Conversations On What’s Next for CBX!
Come join us for another session of brainstorming, dreaming, and prioritizing together! Help us decide what cool stuff we should be working on next to take advantage of the new possibilities that are available to us now with the CBX platform and infrastructure. For example: What new programming languages and techniques might we be able… Read more »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… Read more »
Join Us for a Conversation on Deposit Operations & Member Service: Monthly Rewards, Redeemable Rewards or Both?
We invite you to join us for a Conversation on Deposit Operations & Member Service! During our upcoming session, we will host a discussion on Tiered Services, earning points, member status, and redeeming points. We want to hear from your credit union – how are you handling rewards for your membership? If you have any ideas… Read more »
CBX Release 26.10 is Arriving Soon!
CBX Release 26.10 Online, Self-Processor, and Site-Four Release Date is October 25, 2026 Documents 26.10 Release Summary 26.10 New and Updated Tool Summary 26.10 Database Changes Summary Training Attend a release review webinar! Monday, October 12 @ 3:00 PM – 4:00 PM ET Monday, October 19 @ 2:30 PM – 3:30 PM ET Click Here… Read more »
CBX Help is Getting a Refresh!
CBX Help has been refreshed with a new look and feel, as well as some new navigation features that we think your teams will love. New CBX Help will launch this Friday, October 9! First Up: A URL Change Gone is help.cubase.org, replaced by the new URL for CBX Help, help.cbxcore.com! We will continue to… Read more »
Elevate Online Banking with Layout 2!
Give Your Members a Fresh and Intuitive Online Banking Home Screen! Layout 2 gives your credit union greater flexibility over what members see, and makes important tools easier to find. Designed Around the Member Experience! The widget-based design of Layout 2 for It’s Me 247 Desktop brings helpful information and frequently used tools together on… Read more »
Join Us for a Dive into Administrator Features Available in TLC
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about these features? Click the button below to register today! Register Now
Join Us for CEO Strategies 2026
Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now
Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today
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