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.
Lending Communications are Easier Than Ever with CU*Chat!
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
New Time Slots Coming to Our Fall and Winter Collections Roundtables!
We are excited to announce that starting this fall, afternoon sessions for the Collections Roundtable will begin at a later time. We hope this new start time will make the event more accessible to our west coast and Hawaii-based clients! As always, the Collections Roundtable is FREE to join, and serves as an open forum… Read more »
Don’t Forget to Vote in the 2026 Elections!
ATTENTION CU*ANSWERS STOCKHOLDERS Make sure your voice is heard! Vote Electronically for board elections May 1 – June 12, 2026! Visit the CU*Answers Elections website elections.cuanswers.com. Ready to vote? If you have not yet had a chance to vote in the 2026 CU*Answers elections, please visit https://cuanswers.simplyvoting.com/ to complete the voting process. Visit https://elections.cuanswers.com for all… Read more »
Check Out the New Resources Featured in this Edition of Documentation Digest!
Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »
Don’t Forget to Join Us for the 2026 Golf Outing as Part of Leadership Week!
Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2026 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 18th 8:30 AM ET… Read more »
Join Us for a Conversation on Deposit Operations & Member Service: Dormancy on CBX
We invite you to join us for a Conversation on Deposit Operations & Member Service! During our upcoming session, we will be discussing Dormancy on CBX. We’ll highlight configurations, member notices, and best practices for communication with members. We hope you will engage with your peers and add your voice to the conversation – click the… 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 »
There’s Still Time to Register for the 2026 CU*Answers Leadership Conference!
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… Read more »
Authenticate Me Makes it Easy to Validate Members via Text Message!
Authenticate Me allows credit union staff to validate a member’s identity using their cell phone. The Authenticate Me button is available right from CBX on standard membership screens, making it very easy to send text messages to your members! How the Process Works Staff can begin the process by simply clicking the Authenticate Me button…. Read more »
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 »
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
Join Us for a Free Custom Training Edition Demo!
CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. 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
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