Client News provides the information you need to stay current with what’s happening.
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2026 Education Spotlight – Opening Memberships/Accounts
This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. 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 »
A Note for Freddie Mac Clients: Generating Daily Investor Reporting Files in CBX
Attention credit unions who service Freddie Mac loans Per Freddie Mac, servicers are being encouraged to implement daily investor reporting as soon as you are operationally ready to do so. Please review this notice for additional details. Great news: CBX already grants you the ability to generate daily reporting files for Freddie Mac. Going forward,… Read more »
Two for Tuesday with CEO Geoff Johnson – 9/8/2026
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 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. This… 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 »
August Owner’s View Monthly Recap
Check out recent programming changes in the August 2026 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 CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Here Comes the Next Collections Roundtable!
Get Ready for the Next Collections Roundtable! Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. Have any collection-related questions or topics you’d like to discuss? We welcome you to share these during the roundtable event! If you would like to submit a topic for… Read more »
Check Out the Latest Project Deployments
While our Spring and Fall releases deliver major enhancements, our minor releases provide ongoing improvements, fixes, and smaller feature enhancements throughout the year. The following documentation details the September 3rd, 2026 updates, along with tool and programming changes. View Release Notes
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
Turn Core Data Into Actionable Member Intelligence
Your credit union already has rich view of the data available in the core – now CU*Answers and EDGE invite you to explore practical ways to put that data to work!We’ll explore a range of ways that this data can benefit your credit union. Interested in learning more? Click the button below to register for this online event – we look forward to engaging with you! Learn More
Take a Look at the CU*Answers University Courses for October!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October! Use the button below to check them out now. Learn More
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