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 the Education Resources of CU*Answers

 

   

See what Client Services & Education has to offer!

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

Shop Client Services & Education

Updated
December 19, 2017

Client Services and Education team adds more talent

CU*Answers is pleased to announce that as of October 2018, the Client Services and Education team has added 2 more Client Services Representatives: Ashley Fryling, formerly with Client Services & Education as receptionist/administrative assistant Morgan VanEnk, formerly with their Lender*VP Collections team The Client Services and Education team has also appointed Kasey Woodhead, formerly with […]

Nov 26, 2018

Join Us for CU*BASE 18.10 Release Training!

Join Us for CU*BASE 18.10 Release Training!

The 18.10 Release of CU*BASE will be arriving on October 21 for Online and Site-Four clients, and on November 5-6 for Self-Processing credit unions.  CU*Answers will be hosting two separate training sessions for the upcoming release, on the following dates: Wednesday, October 10 2:30 PM – 4:00 PM ET Wednesday, October 17 2:30 PM –… Read more »

Oct 3, 2018

CU*Answers receives great reviews on Custom Training Edition offering

West Michigan-based cooperative CUSO, CU*Answers, announced that they are receiving great reviews on their Custom Training Edition offering. Custom Training Edition is a copy of the credit union’s live data from the CU*BASE® core platform copied over to a training environment. Laura Welch-Vilker, VP of Client Services and Education, said: “Our clients have always had […]

Oct 3, 2018

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is Tomorrow, March 15

The CU*BASE New Navigation arrives next week – make sure you are prepared! There’s still time to register for our final training session.  If you have not attended any of our previous training sessions, be sure to sign up – The CU*Answers Client Services & Education Team will help familiarize you with the New Navigation…. Read more »

Mar 14, 2017

Don’t Miss Out! Final Training Session for CU*BASE New Navigation is March 15

Don’t Miss Out!  Final Training Session for CU*BASE New Navigation is March 15

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Looking for a particular Tool in the CU*BASE New Navigation?  Want to see how menus and Tools were organized in the previous version of CU*BASE?  CU*Answers has a library of documentation available for reference online, so you can compare the old with the new 17.03 release of CU*BASE. Check… Read more »

Mar 9, 2017