Client Services & Education

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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
May 26, 2021

Big numbers for education events and coordination

The West-Michigan based cooperative CUSO, CU*Answers is pleased to announce that during the First quarter of 2021, 254 classes were coordinated and taught by the Client Services and Education Team.  125 courses were coordinated for various teams within the organization—a total of 379 classes with 2,307 attendees. These events consist of CU*Answers University, web conferences […]

May 25, 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 Teller Training Day course on February 17, 2021. The Teller Training Day training is a 4-hour training course covering topics including Teller Processing, Phone Operator, Member Inquiry, and Teller Balancing Research. Perla Costilla from AAC Credit Union stated, “The training was so full of […]

Apr 13, 2021

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