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 Conversations On What’s Next for CBX!
In 2025 our task has been to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, to set a new foundation for the next 25 years of development. Even as the dust is still settling on the transition from GOLD to CBX, we are turning… Read more »
Now Available: Increase to Maximum Retention Range for OFAC Records
As of July 22nd, a project was deployed to adjust the maximum retention period for AT Audit Trackers to meet OFAC compliance requirements. Previously, OFAC records in GOLD had a retention range with a minimum of 5 years and a maximum of 7 years. Moving forward, the maximum range will be expanded to 10 years. In… Read more »
You Logged In, We All Won! (and some of us won gift cards, too)
And the winners are… All of us! Yes, it’s true; working together to refine and challenge our software helps us all. We had nearly 4000 concurrent sessions during the log in bandwidth challenge last week, and we held steady at only 10% capacity on one of three units. However, we need even more logins to… Read more »
Arriving 8/5: Automated Process for Beginning of Day LACHXC Reports
The deployment date for this project has been rescheduled for August 20th. Click here for details on the revised implementation date. On Tuesday, August 5th, we will be deploying a project which will see the Beginning of Day LACHXC reports (Non NSF and NSF ACH Exceptions) automatically generated and placed in the DAILYXX outqueue. These reports will… Read more »
Join Us for a Conversation on Imaging – CU*Forms Swap Event
Join CU*Answers Imaging Solutions for our very first CU*Forms Swap Event! We invite you to collaborate and chat about CU*Forms processes, and share your forms with other credit unions! Topics of discussion will include: What forms do you use for your processes? What forms providers does everyone use? Are there processes that your credit union has… Read more »
Two for Tuesday with CEO Geoff Johnson – 7/29/2025
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.
Join Us for a Conversation On Plastics – Card Clean Up
From fraud mitigation to mandates, batch maintenance to digital issuance, vendor consolidations, and everywhere in between, Conversations on Plastics is another avenue that allows CU*Answers Cards and Payments to explore the complex and exciting world of ATM, debit, and credit cards! Looking to clean up your your card database? CU*Answers Cards and Payments offers solutions… Read more »
Join Us for a Conversation on CU*Forms and Native Receipts – General Discussion
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms and Native Receipts! We want your input on these products, to continue making these successful for the future. We invite you to connect with your peers and see how they are using CU*Forms for their forms and processes. Build relationships, share ideas, and maybe even have a… Read more »
Learn All About Retailer Direct – Join Us for a Live Demo!
Retailer Direct is an indirect lending solution developed to offer third parties a direct integration into CU*BASE! Utilizing an online application portal, business retailers offering goods or services can finance loans for members and non-members alike with your credit union. If you’d like a deeper dive into these features, Lender*VP invites you to join our… Read more »
Check Out the Release Planning Page for Progress on Current and Upcoming Projects!
Want to know what projects are coming down the pipeline? Want to be a fly on the wall at internal release planning meetings? Curious about what makes our software development factory tick? The Release Planning page is a great resource for staying in-the-know about upcoming projects! The Release Planning page offers insights into: Core software releases… 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. Use the button below to register now. Register Now
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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