Client Services & Education

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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 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.

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Updated
May 21, 2020

Learn All About AnswerBook with Our 9 NEW Videos!

Learn All About AnswerBook with Our 9 NEW Videos!

CU*Answers is excited to announce 9 NEW videos highlighting AnswerBook and the ways your credit union can utilize different features! Have new employees who are not familiar with AnswerBook?  Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate… Read more »

Jul 22, 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 »

Jul 15, 2020

CU*Answers reflects on 2020 education offerings to date

West Michigan-based cooperative CUSO CU*Answers has offered over 314 classes in 2020 as of July 1st. 3,168 participants attended those web-based education classes. “The 550+ annually offered education classes cover a variety of credit union topics and are taught by members of every team at CU*Answers,” states Lani Lowing, Education Team Lead. “The courses supply credit […]

Jul 14, 2020

CU*Answers discovering success with transition group calls for newly converted clients

The West-Michigan based cooperative CUSO, CU*Answers is pleased to announce that a program coined as the Transition Group continues to make a very positive impact on new clients. “The Transition Group is comprised of talented individuals from the Client Services and Education Team, designed to provide on-going training to our new clients on a weekly […]

Jun 3, 2020

A Note from Client Services: Your Credit Union’s Designated Statement Coordinator

A Note from Client Services: Your Credit Union’s Designated Statement Coordinator

ATTENTION ONLINE CREDIT UNIONS Our Client Services and Education Team has been working on a project to designate one employee at each of our network credit unions as the ‘Statement Coordinator’.  This Statement Coordinator will be the individual who we first engage with on any questions relating to your member statements.  At this point, we… Read more »

May 21, 2020

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

CU*Answers, the West-Michigan based cooperative CUSO, invited clients to attend the second Teller/Member Services Day. The 4-hour training course covers topics including teller processing, member services, and teller balancing research. Twenty-seven people attended the first training session for this new offering which will be held six times per year. Lani Lowing, Education Team Lead stated, […]

Apr 24, 2020

Presenting Training Opportunities from Your Friends in Client Services and Education

Presenting Training Opportunities from Your Friends in Client Services and Education

Is your credit union looking to engage with new education and training opportunities?  We’ve compiled a selection of resources offered by the CU*Answers Client Services and Education Team which can help your employees become more familiar with CU*BASE tools, software and processes.  These resources are FREE of charge with many opportunities available via a stable… Read more »

Apr 17, 2020

We’re Here When You Need Us – Client Services and Network Services

We’re Here When You Need Us – Client Services and Network Services

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.  Even as headlines change and new information is delivered frequently, CU*Answers is here to support our clients.  We are committed to keeping our daily operations running smooth as usual, and… Read more »

Apr 14, 2020

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 Teller/Member Services day, a 4-hour web conference training course covering topics including teller processing, member services, and teller balancing research. Sixty-seven people attended the first training session for this new offering which will be held six times per year. Lani Lowing, Education Team […]

Mar 26, 2020