Risk Assessment Center

Share with Your Partners!

Have you developed a risk assessment format that you believe works well and satisfies the NCUA requirements?
Share your format with your CUSO partners! Submit a copy of your risk assessment
or the template you used (clean it up to remove any details you’d rather keep private, of course) to dmoore@cuanswers.com and
we’ll make sure it is posted here for others to learn from.

This website is designed to assist credit unions in completing their Internet Banking risk assessment as required by the “Guidance on Authentication in Internet Banking Environment” (NCUA letter 05-CU-18). You’ll find technical information and business considerations related to It’s Me 247 Online Banking. This page also includes links to additional resources that can help you in your own risk assessment process.

We hope you will find what you need here – please let us know if you have anything you’d like to contribute to make the site more helpful for you and your partners!

Tools To Complete Your Risk Assessment

CU*BASE and the FFIEC Supplement to Authentication in an Internet Banking Environment
Adobe PDF Format
Completing your Credit Union’s Internet Banking Risk Assessment
Adobe PDF Format
Microsoft Word Format
It’s Me 247 Online Banking Risk Assessment: Product Feature Matrix
Adobe PDF Format
Microsoft Word Format
Strategies for Controlling Member Access to It’s Me 247 Online Banking
Adobe PDF Format

Other Resources


PIBThe following information is all PIB specific.

Introducing PIB: A Personal Internet Branch for Credit Union Members
(PowerPoint presentation used during the 2006 Annual Leadership Conference)
Adobe PDF Format
Microsoft PowerPoint Format
Presenting Your Personal Internet Branch (Sample marketing piece: tri-fold brochure)
Adobe PDF Format
Understanding the PIB SystemUser manual and rollout instruction documents.
PIB Configuration/User Guide
Implementing PIB: Rollout Strategies A to Z
Sample PIB Badge:
October 21, 2016

Join the Beta Pool and Earn a CollabRebate!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Earn a $3,000 CollabRebate for Testing New CU*BASE Tools and Features Coming with the 17.05 Release! Learn more about enhancements coming with the 17.05 Release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward on your CU*Answers invoice. Because of the… Read more »

Mar 29, 2017

ACTION REQUIRED: Deadline Approaching for SSL Certificate Replacement on PROD

SSL Certificate Replacement on PROD DON’T FORGET!  In order to ensure continued GOLD access, you must take the following action before Sunday, April 9! Failure to complete this task may result in not being able to sign in to print sessions! The security certificate that verifies prod.cuanswers.com will expire on April 23, but we are… Read more »

Mar 28, 2017

Learn More About How to Launch Mobile App 2.0!

Mobile App 2.0 is here!  Learn about Mobile Check Deposit, Mobile Banking, and other Online Banking features, all with a single It’s Me 247 login. For more information, including pricing and how to get placed on the schedule for mobile app deployment to your members, join us on: Wednesday, April 5 from 11:00 AM –… Read more »

Mar 28, 2017

Take a Look at Our April Webinars!

Coming Up Next Week! Each month, Xtend offers FREE webinars focused on lending, marketing, and member service; these engaging webinars provide credit unions with helpful products, services, and industry tips to give them the leading edge. Tuesday, April 4 2:00 PM – 3:00 PM ET Yak Tracker – Creating More Loan Leads for Your Credit… Read more »

Mar 28, 2017

Join us for a My CU Today Plus Conference – Tiered Services Monthly Comparison

Today’s credit union executives demand flexibility, security and peace of mind over what is happening at their credit unions. My CU Today Plus helps your credit union to mine, track, analyze, and report information anytime and anywhere.  We are offering a web conference series to help you explore the ways in which you can utilize… Read more »

Mar 27, 2017