Client News provides the information you need to stay current with what’s happening.
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2026 Education Spotlight – Closing Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »
Updates for Paymentus Clients Arriving 9/15/26
Attention Paymentus clients: On Tuesday, September 15th, several updates will be deployed for clients who partner with Paymentus. These deployments include: PASS Enhancements P2P Payees Management in Customer Profile – PASS Users can now view and manage P2P payees directly within the Customer Profile screen, streamlining support for end users. P2P Payees Button: For FIs that… Read more »
Lender*VP and Edge Invite You to an In-Person Lunch & Learn Event at TechTown in Detroit!
Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work – from reducing manual processes and supporting smarter lending decisions, to improving member experience and gaining a more complete view… Read more »
Reminder: ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »
2026 Education Spotlight – Head Teller Vault/Change Fund Management
The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… 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… 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 »
2026 Education Spotlight – Xpress Teller Techniques
Xpress Teller Techniques offers a detailed look at the functions available in the core that assist staff in delivering superior service to members. Designed for new and existing tellers, this course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area. By the completion of… Read more »
Check Out the Latest Project Deployments
While our Spring and Fall releases deliver major enhancements, our minor releases provide ongoing improvements, fixes, and smaller feature enhancements throughout the year. The following documentation details the September 10th, 2026 updates, along with tool and programming changes. View Release Notes
Planning to Attend CEO Strategies? Apply Today for a Travel Scholarship!
CEO Strategies is heading to Las Vegas this year, and we don’t want distance to be the reason anyone misses the event. To help more of our network make the trip, CU*Answers is offering five $1,000 travel scholarships toward attendance at CEO Strategies Week 2026. CEO Strategies has always been about the conversation that happens… Read more »
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
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
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More
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