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
December 19, 2017

Client Services and Education assisted First Miami University Student Federal Credit Union with pre-conversion CU*BASE training

The Client Services and Education team of CU*Answers has assisted the students of First Miami University Student Federal Credit Union as they prepare for their conversion to CU*BASE®. First Miami University Student FCU is one of three federally chartered, student-run credit unions in the nation. Client Services offers a variety of web conferences, classroom training […]

Jan 29, 2019

Take Advantage of the Many Solutions Available from the Client Services and Education Team!

Take Advantage of the Many Solutions Available from the Client Services and Education Team!

The CU*Answers Client Services and Education Team can offer specialized support to your credit union in a number of areas. Looking to train your staff on CU*BASE tools, credit union-specific practices and compliance standards?  Take a look at our Online Campus packages! Want to learn about the various products and services available at CU*Answers?  Sign… Read more »

Jan 14, 2019

CU*Answers is Pleased to Announce the Western Region Shift and Extended Hours!

CU*Answers is Pleased to Announce the Western Region Shift and Extended Hours!

We are excited to announce extended hours for our Client Services and Education Team!  As of Wednesday, January 2nd, CU*Answers began taking calls between the hours of 7:30 AM ET and midnight.  These new hours allow us to provide additional support to all of our client credit unions west of the Eastern Time Zone. We… Read more »

Jan 8, 2019

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