Client Services & Education

Contact Client Services & Education

Have questions? Contact the Client Services & Education Team!
Contact Us

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

Visit Client Services (only available from a CU*BASE connected workstation)

Visit the Education Resources of CU*Answers

Updated
March 31, 2016

CU*BASE New Navigation – Don’t Forget to Join our Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – With the upcoming 17.03 Release of CU*BASE, your Favorite Tools can follow you from one workstation to another! With the New Navigation, your Favorite Tools are tied to your Employee ID. This also means that multiple credit union employees can use the same workstation,… Read more »

Feb 27, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Here at CU*Answers, we are very excited to roll out the new Search function with the 17.03 Release of CU*BASE on March 19!  Below are some tips for helping you get familiar with the Search feature: Make sure you are in the correct menu.  Favorite Tools under ‘My Tools’ may display… Read more »

Feb 13, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The New Navigation coming in the 17.03 Release of CU*BASE on March 19 doesn’t just offer a convenient Search function for longtime users.  New users can get more easily acquainted with Tools by organizing them under their favorites, and by accessing them via Shortcuts. Each Tool is also assigned… Read more »

Feb 1, 2017

CU*BASE New Navigation – Sign Up for Training Sessions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS – Did You Know? – The 17.03 release of CU*BASE, arriving March 19, features the ability to customize the order of your Tools.  This new feature allows each employee to prioritize their most frequently used Tools in a manner that best suits their daily tasks. The CU*Answers Client Services… Read more »

Jan 24, 2017

Big Changes on the Horizon with CU*BASE New Navigation!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Arriving March 19th, the New Navigation system will bring many exciting new features to CU*BASE!  The 17.03 release will allow you to Search for Tools, sort them alphabetically, and even set up lists of favorite tools tied to individual Employee IDs.  It’s a bold new take on the CU*BASE… Read more »

Jan 16, 2017

Reminder: We All Are Bedrock Members!

ATTENTION ONLINE CREDIT UNIONS Bedrock Community Credit Union Reminder You may be familiar with Bedrock Community Credit Union, the CU*Answers simulated training environment (with our favorite members Fred and Wilma Flintstone). This credit union environment is meant to help online credit unions meet training needs, explore features, and have a place to test things out…. Read more »

Mar 25, 2016

Don’t Miss the FREE Education Express Webinar!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Don’t miss the free Education Express webinar coming up! This Month’s Focus Marketing with Statements Tuesday January 19 2-2:30 PM ET Come learn with the Client Services and Education team how to use your statements to market products and services to your members! Learn the CU*BASE screens needed to add… Read more »

Jan 13, 2016

Announcing the FREE September Webinar Series: Lending Specialties!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Fall into September’s Lending Specialties Training and Watch Your Team Rake in the Benefits! Lending doesn’t start at the loan application and end at the approval – preparations, configurations, and careful planning set the stage for powerful lending, while collections, write off/charge off regulations, and bankruptcy processes stand at… Read more »

Sep 1, 2015