Client News provides the information you need to stay current with what’s happening.
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Join Us for Asterisk Intelligence Week, May 4-7!
Join the Asterisk Intelligence team for query, dashboard, and data analytics training during Asterisk Intelligence Week! Between Monday, May 4th and Wednesday, May 6th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a set of webinars on Thursday, May 7th. These courses will focus on tactical skill instruction, strategy discussion and training… Read more »
Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers
For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead… Read more »
AuditLink Invites You to Join a Conversation on Fraud!
Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »
2026 Education Spotlight – 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. By the… Read more »
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 »
Announcing Beta Test Sites for the 26.05 CBX Release!
From the credit unions that applied, the following credit unions were selected to beta test the CBX 26.05 release coming in May: Lesco Federal Credit Union Evergreen Credit Union Peninsula Federal Credit Union Bridge Credit Union Thank you to everyone who expressed interest in joining! We’re looking forward to reviewing your applications for the next… 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 »
Don’t Forget to Review Xtend’s 2026 Call to Nominations Materials
One of the greatest assets Xtend has to offer is that the people who lead our CUSO are the same people who own it and participate in it as partners. Our Board of Directors consists of a diverse group of dedicated credit union CEOs that provide focused leadership, as each member has a vested interest… Read more »
We’re Looking to Expand Our Collections Services to New States!
***This announcement applies to credit unions who received the associated email.*** CU*Answers Collections Services are expanding! We are currently in the process of gauging interest from credit unions in several new states. Our collection agents use a member-based approach to not only collect delinquent payments, but also to work with members and create a plan to… Read more »
2026 Education Spotlight – It’s Me 247 Online Banking
Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to: Explain online banking from the member’s perspective. Explain how to best promote audio… 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
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