Client News provides the information you need to stay current with what’s happening.
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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 »
CBX Update: Our Plans for This Weekend
We know that this has been a challenging week for some of your teams, and we can’t thank you enough for your patience and cooperation as we continue to refine and adjust issues as they arise. In fact, the volume and activity we’ve been seeing these past couple of weeks have allowed us to test… Read more »
Join Us for a FREE Education Express Webinar!
Thursday, January 22nd 3:00 PM – 3:30 PM ET This Month’s Focus Year-End Reminders This month’s Education Express will be hosted by Kasey Olchowski, Manager of the Education Team. Join Kasey for a review of Year-End Reminders, including important tasks and deadlines for early 2026. Kasey will also provide recommendations for how your credit union… Read more »
FUEL Clients: Join Our Upcoming Roundtable Discussion!
Attention Lender*VP clients who utilize the FUEL Decision Model: we want to hear from you! Join Elliott Petty and Tom Heidenga for an upcoming roundtable event as they facilitate an open conversation on FUEL. This is an opportunity for your credit union to discuss current successes, challenges, solutions and future feature requests. Join your peers to… Read more »
Learn All About the NEW Online Banking Secured Loan Application
The Lender*VP and IRSC teams invite you to join our upcoming webinar, as we dive into the NEW online banking Secured Loan Application! We will demo the app and walk you through the process of setting it up in CU*Publisher! Share these event details with your lending and marketing teams – we look forward to sharing… 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 »
Take Advantage of the 1Click Autopilot Program!
1Click Loan Offers are already easy for your members to take advantage of, so why not make them easy for your staff too? With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking… 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 Team or the Network Services Team. The Client… Read more »
Pull Up a Seat for a Learning Café Session
Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options…. Read more »
Join Us for a Conversation on Imaging – CU*Forms
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms! ProDOC is going away – is your credit union prepared for the future? During this upcoming event, we will chat about ProDOC going away and what this means for your credit union, followed by an open discussion. We encourage attendees to share their thoughts and experiences on… 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
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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