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.
Join Us for a Conversation on Imaging – CU*Forms
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms – Lending Version! During this upcoming event, we will chat about features in the May Release, which will be followed by an open discussion. We encourage attendees to share their thoughts and experiences on topics including: Features of CU*Forms and how your credit union is utilizing… Read more »
Conversations On Education – Financial Literacy
Join us for a conversation on Education! Our upcoming session will focus on Financial Literacy. We invite CUSO educators to join in a discussion on how Financial Literacy resources help support your local communities. For this session, we are looking for guest speakers who would like an opportunity to highlight how their credit union’s outreach positively… Read more »
Don’t Forget to Vote in the 2026 Xtend Elections!
ATTENTION XTEND STOCKHOLDERS Make sure your voice is heard! Vote Electronically for board elections May 1 – June 12, 2026! Ready to vote? If you have not yet had a chance to vote in Xtend’s 2026 elections, please visit https://xtendcuso.simplyvoting.com to complete the voting process. (If necessary, you can change your vote during the Annual… Read more »
Check Out the Latest Project Deployments
While our Spring and Fall releases deliver major enhancements, our Tuesday minor releases provide ongoing improvements, fixes, and smaller feature enhancements throughout the year. The following documentation details the June 2nd, 2026 updates, along with tool and programming changes. View Release Notes
Two for Tuesday with CEO Geoff Johnson – 6/2/2026
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 »
Meet Your New Estate Planning Program Powered by Legal Karma
CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the… Read more »
Join a Conversation on Data!
Asterisk Intelligence invites you to join our upcoming Conversation on Data! Engage with your peers to discuss current and future credit union data projects; we encourage you to share questions and suggestions with the group as we explore data strategies, tools and skills. Join the conversation and add your voice to what is happening in… Read more »
Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!
You’ve spent weeks reviewing CBX Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CBX Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »
Reminder – DAON TrustX Migration: Update to MOP Identity Verification Arriving Soon
As part of ongoing compliance measures, as well as our effort to improve member experience, we will soon be performing updates to the Membership Opening Process (MOP). On Wednesday, June 3rd, we will be migrating your credit union’s license verification step within the Membership Opening Process (MOP) from DAON’s IdentityX solution to their newer TrustX… Read more »
In Case You Missed It – Late May 2026
Take a look back at some important topics from the second half of May 2026: Update to CU*Forms: Programming Denial Fields Join Us for a Conversation on Imaging – CU*Forms CBX Update: Channels for Continued Input and Feedback Take a Look at the CU*Answers University Courses for June! Lender*VP and Xtend are Here to Help… Read more »
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
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
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