Client Services & Education

Contact Client Services & Education

Have questions? Contact the Client Services & Education Team!
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The Client Services and Education Team specializes in a number of areas. From the client perspective, we are the frontline for software questions, education and to some extent light consulting. It starts with daily phone and AnswerBook Support and continues with conversion training and support as well as the completion of many special projects throughout each month. In addition we add value for our internal teams through daily support and special project requests. We consider our partners part of our team as well, supporting them and their clients as we would our internal teams. The client service experience that we give is very important to our team and our organization, so we set and monitor our standards for client interactions and training.

Team Mission

The mission of the Client Services and Education Team is to give the assistance and training our clients and staff need to be successful. Our major area of focus is providing day-to-day support and development of our staff and clients through education.

Your success is our success.

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Updated
October 7, 2020

Have a question for CU*Answers? Who do you call?

Have a question for CU*Answers?  Who do you call?

At CU*Answers, we know how important it is that your Credit Union gets the appropriate help in order to meet your day-to-day data processing needs.  When you don’t know exactly who to call, we recommend that you get started by reaching out to either the Client Services and Education Team or the Network Services Team…. Read more »

Apr 2, 2021

How Do I Request Upload/Download Permissions for CU*BASE?

How Do I Request Upload/Download Permissions for CU*BASE?

Need to grant upload/download permissions in CU*BASE to one of your employees?  Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »

Feb 17, 2021

CU*Answers continues to innovate with new Teller/Member Services Day

CU*Answers, the West-Michigan based cooperative CUSO, invited clients to attend the first Member Services day. Fifty people attended the first training session this year on January 19th. Lani Lowing, Education Team Lead stated, “This four-hour collaborative course combining different pieces of the member service responsibilities, like open and closing memberships and maintenance, is a great […]

Feb 12, 2021

Upgrade to the TLC 360 Learning Center

As of Friday, January 15, CU*Answers’ credit unions were upgraded to the TLC 360 Learning Center. Lani Lowing, Client Services and Education Team Lead states, “We hope the credit unions enjoy the new, updated look while still maintaining the same functionality they are accustomed to.” The biggest difference for clients is new icons located at […]

Feb 1, 2021

CU*Answers Client Services and Education Team promotes Ashley Fryling

West-Michigan based cooperative CUSO CU*Answers recently announced that as of January 18, the Client Services and Education Team has promoted Ashley Fryling, Client Services and Education Representative I to Client Services and Education Representative II. Vice President Laura Welch-Vilker said, “We have watched Ashley grow and flourish in her level 1 position, she has worked […]

Feb 1, 2021