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 Deposit Operations: Fee Waivers & Relationship Pricing
We invite you to join us for a Conversation on Deposit Operations & Member Service! Our upcoming session will focus on how CU*BASE can be used for relationship pricing, fee waivers, and analyzing data. Engage with your peers to learn how they are utilizing these features and explore the benefits these can provide to your credit… Read more »
Your Credit Union Has Questions, Our Teams are Here to Help!
At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs. When you don’t know exactly who to contact, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »
Special Event: Join us for Conversations on ANR/NSF Fees
Let’s Talk About ANR/NSF Fees The financial industry’s been buzzing about overdraft fees for many years, but with the recent NCUA announcements, the picture is finally getting clearer as to exactly what the expectations are going to be for the credit unions in our network. Join us for this special event, the third in a… Read more »
December Owner’s View Monthly Recap
Check out recent programming changes in the December 2024 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Tax Statements in Online Banking – Providing Convenience for Your Members!
Let your members self-serve by accessing their tax forms from It’s Me 247 via desktop or their mobile phones, right alongside their account statements! This means that your members will no longer need to contact you for lost or misplaced forms. If they do, you can point them to online banking and give them a… Read more »
In Case You Missed It – Late December 2024
Take a look back at some important topics from the second half of December 2024: CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Tax Statements in Online Banking – Providing Convenience for Your Members! Business Check Deposits Made Easy with CheckLogic Biz SSO Get Ready for the 2025 Cooperative Campaigns! The… Read more »
2024 Year-End Bulletin #3: Reminder – Complete Year-End Verifications by Monday, January 6
Welcome to 2024 Year-End Processing Bulletin #3: Reminder – Complete Year-End Verifications by Monday, January 6 These bulletins will guide you through the year-end processing timeline. Keep an eye on Client News for important information, vendor updates, deadline changes, reminders, and more. Updates and Information December 31, 2024 Don’t forget that Beginning-of-Year/Tax File Verification Reports must be… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/31/2024
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.
5300 Call Report: 4th Quarter Update
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q424 Call Report any time after January 1, but be sure… Read more »
BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Take a Look at the CU*Answers University Courses for August!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Learn More
Join Us for Asterisk Intelligence Week!
Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st. These courses will focus on tactical skill instruction, strategy discussion and training solutions. Learn 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
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