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.

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Updated
June 11, 2019

CU*Answers Client Services and Education boasts big numbers for year-end guide training

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that during the first Year End Processing Guide training in November, 86 participants attended. Over 45 attendees joined the training in the December session. Stephanie Raven, Client Services Team Lead said: “We are happy to see such high attendance for these important year-end educational opportunities. These training […]

Dec 10, 2019

CU*Answers Client Services and Education Team add team member

The West-Michigan based cooperative CUSO, CU*Answers is pleased to announce that as of November 2019, the Client Services and Education Team has added another client services representative to team. Laura Welch-Vilker, VP of Client Services and Education said: “Adam Wills joins us with a background as a client services representative in the technology industry. We […]

Nov 27, 2019

CU*Answers Client Services and Education participates in online retailing strategies

The Client Services and Education Team of CU*Answers launched their online store platform in 2017 starting with only seven product offerings. Since 2017, the team has added over twenty-five additional products, most of which are available at no additional cost to the credit union. Kasey Hawkins, Assistant Manager of Client Services and Education, said: “The […]

Nov 27, 2019

CU*Answers continues to innovate with 19.10 Release

CU*Answers, the West-Michigan based cooperative CUSO, updated their flagship product CU*BASE® to version 19.10 on October 20, 2019 for their online clients, adding features that offer convenience, improved functionality, and powerful analytics. Kasey Woodhead, assistant manager of Client Services and Education explains, “Featured updates include the ability to update collateral records with the Kelly Blue […]

Oct 24, 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