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.
CU*Answers University
One of the cooperative principles, CU*Answers is committed to education and training. CU*Answers offers a variety of pre-scheduled classroom and webinar courses all year long.
Documentation
Are you looking for information about future releases? Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools? Stay current by subscribing to CU*Answers newsletters. Read about topics beyond the CU*BASE software and how to pull it all together.
Cybersecurity Resources
Cybersecurity and resilience are serious economic concerns rapidly spreading throughout the credit union industry as the risk of data breach and fraud continues to expand. As an engaged and committed CUSO, CU*Answers has the professional resources available to learn about cybersecurity requirements and help credit unions design and build the infrastructure needed to continually monitor… Read more »
Owners View
Want to talk to our professionals and your peers about any of these projects? Join one of our Conversations on… groups! Owner’s View is a shared project management tool that gives everyone involved in developing software tools a centralized list to help all team members understand where projects stand at any time. By keeping all… Read more »
Related News
Need to Clean Up Your AnswerBook Contacts?
Has your credit union recently reviewed your current users in AnswerBook? Has your credit union ensured all contact information is up-to-date? To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of… Read more »
Join Us for a FREE Education Express Webinar!
Tuesday, December 20 1:30 PM – 2:00 PM ET This Month’s Focus Year-End Best Practices Join Cindy Stevens of the Client Services and Education Team for a review of year end best practices. During this session, Cindy will discuss topics including: Verifying shares and certificates (1099 INT reporting) Verifying loan categories (1098 reporting) Verifying Accounts… 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 »
MOP (Membership Opening Process) 2.0 is Available for Credit Unions to Launch Today!
MOP 2.0 includes the following updates for your credit union: New updated look/feel of your credit union MOP site, including a new background header image that your credit union can include while a member is applying. State filtering – your credit union can now limit what states members are opening their memberships through MOP. eSign… Read more »
Two for Tuesday with CEO Geoff Johnson – 12/13/2022
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.
Now Available: Xtend’s 2021-2022 Financial Audit Report
An audit report on Xtend’s financials for the 2021 fiscal year and 2022 fiscal year was recently performed by Crowe LLP. In this report, you will find statements on Xtend’s balance sheets, income, stockholder equity and cash flows for the aforementioned fiscal years. A copy of the financial audit report is available here for your… Read more »
Changes to Escrow Analysis Statements Arriving 12/13/22
As part of our ongoing efforts to enhance the annual escrow documents our members receive, we will be implementing changes to the Escrow Analysis Statements. On Tuesday, December 13th, Escrow Analysis Statements will receive updates including adding totals columns, displaying monthly projected figures, enhancing the shortage coupon as well as miscellaneous updates to the layout. … Read more »
Video of the Week: Printing a Report Created Using Report Builder
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 1,111 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
Special Event: Join us for Conversations on ANR/NSF Fees
Let’s Talk About ANR/NSF Fees Email inboxes and news feeds are buzzing these days about the shift in attitudes about NSF fees, overdraft protection programs, and overdraft services such as Courtesy Pay, especially for debit card activity. As states begin issuing scary-sounding mandates and industry thinkers present their opinions, credit unions are scratching their heads… Read more »
Want to Reward Members with Dividends in the New Year? Earnings Edge has Solutions for You!
Thinking of rewarding members with a bonus dividend or Loan interest Rebate? With the new year approaching, this can be a great time to show appreciation to your membership. If you are looking to start up a new bonus/rebate program, are interested in enhancements to an existing program or are even just curious to learn… Read more »