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 extend 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.

Client Services brochure

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Client Services & Education products are now available to order in the store.

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Updated
June 11, 2019

Client Services and Education Team promotes from within

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that as of October 7, the Client Services and Education Team has promoted team members within their team. Monica Boguszewski, Client Service Representative II, has been promoted to Account Executive. Jenn Baker, Client Service Representative I, has been promoted to Client Service Representative II. VP Laura Welch-Vilker […]

Oct 11, 2019

CU*Answers celebrates the retirement of Martha Anderson-Ford

The Client Services and Education Team of cooperative CUSO CU*Answers recently celebrated the retirement of Martha Anderson-Ford who worked as an account executive since 2017. “Martha has been a valued member of the Client Services and Education Team since she joined, cleaning up our guidebooks and best practices, escalation procedures, transition documentation, all while assisting […]

Oct 11, 2019

Client Services and Education team adds more talent

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that the Client Services and Education Team will add another client services representative to the team. Jaclyn McDonald, formerly with Client Services & Education as receptionist/administrative assistant, will join the team as a full representative. The Client Services and Education team has also hired Danata Paulino as […]

Sep 30, 2019

Client Services and Education team adds more talent

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that the Client Services and Education Team will add another client services representative to the team. Jaclyn McDonald, formerly with Client Services & Education as receptionist/administrative assistant, will join the team as a full representative. The Client Services and Education team has also hired Danata Paulino as […]

Sep 30, 2019

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 »

Sep 30, 2019

New CU*Answers OnDemand videos available

The West-Michigan based cooperative CUSO, CU*Answers is a launching point for multimedia information and education. Now you can get this information OnDemand – when and where you want it. Kasey Woodhead, assistant manager of Client Services and Education, recently announced that in August 2019, the Client Services and Education Team published new video content. “CU*Answers […]

Sep 12, 2019

CU*Answers updates Education for Success booklets

The West-Michigan based cooperative CUSO, CU*Answers, recently announced updated versions of its three Exercise for Success booklets. The three training booklets cover topics related to Member Service, Teller, and Loan processes for CU*BASE®. Updated booklets can be downloaded through the Client Services and Education Store page. These documents allow the CU*Answers Client Services and Education […]

Aug 8, 2019