Client News
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
A Note From the VP of Education It looks like 2021 is going to be another very full year of education! You’ll see some changes to this year’s catalog and the offerings available to your teams. Our Imaging Solutions Team is now offering their course 11.02 Working with Your Members Remotely once per quarter. We… Read more »
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 »
Internet Retailer Support Center
The Internet Retailer Support Center (IRSC) is a CU*Answers online store for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites!
Building the Factory!
CU*Answers wants our clients to be successful. Not only do we say it, but we’re walking the talk as well. Announcing, Building the Factory! This series of documents backs up our desire for your credit union to thrive and get the most out of your partnership with CU*Answers and the powerful toolset we provide. The… Read more »
Related News
Changes to See and Jump Functionality in the New Online Banking
This summer, we will be debuting a completely new look-and-feel and user experience for It’s Me 247 desktop and mobile web banking! This new version of online banking combines both the desktop and mobile versions into a single design that works on every device, whether you are using your phone, tablet or home computer! This… Read more »
Don’t Forget to Sign up for the October Cooperative Campaign!
Sign up for the October Cooperative Campaign! Online Banking Services $250.00 Let your members know that they can have quick and easy access to their accounts with your convenient mobile app! Various CU*Answers teams, including Marketing, Web Services, and the Internet Retailer Support Center (IRSC), will work with you to execute the campaign to different… Read more »
Maintenance Period Scheduled for September 18 & 19, During Upcoming HA Rollover
As previously announced, CU*Answers will be performing our next high-availability (HA) rollover from Sunday, September 12th to Sunday, September 26th. A two-week HA rollover has been scheduled so that network maintenance can be performed at the primary data center without impacting CU*BASE. *Please note that Custom Training Edition (CTE) services will not be available during… Read more »
Pull Up a Seat for a Learning Café Session
Account-to-Account (A2A) transfers allow for transfers between credit union accounts and accounts at other institutions. Your members can initiate transfers from It’s Me 247 online banking or credit union employees can use CU*BASE Phone Operator to assist with this. During our upcoming Learning Café session, Client Services Account Executives will discuss the configuration of the… Read more »
Equifax Support for CU*Answers Clients
Is your credit union currently using Experian as your primary credit bureau? Don’t forget that as of October 29th, 2021, Experian will no longer allow credit reports to be pulled via CU*BASE. Equifax has set up an expedited process for credit unions who need to change their credit report provider or add a secondary bureau. … Read more »
Do You Have a New Member Service Representative?
Join the Client Services and Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Now Available: Online Credit Card Scorecard
Your Online Credit Card Portfolio can generate substantial value to your credit union – everything from interest and interchange income to increased member engagement and retention. Your online credit card portfolio not only helps to keep the credit union at the top of members’ wallets but is also an extremely visible differentiator, separating the pricing… Read more »
Reminder: Automated Reports and Queries
The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Video of the Week: Using the Rate Inquiry Tool to View Loan Rates
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 1,776 times! Play Video Check out our entire collection of video tutorials… Read more »
Summer is Slipping Away! Have You Completed the LegaSuite Upgrade?
If you have not yet completed the LegaSuite Client upgrade on all of your workstations, please do so soon. Currently, we are running on version 8.2.2 and will be moving to version 8.5.4. Online and Site-Four credit unions will now need to complete the upgrade by October 3, while Self-Processing credit unions will need to… Read more »