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 extent 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
October 7, 2020

A Quick Reminder About Accessing Your TLC 360 Learning Center

A Quick Reminder About Accessing Your TLC 360 Learning Center

As your credit union was recently upgraded to TLC 360 Learning Center, we wanted to remind you of the new URL for accessing the site.  Your new URL is: https://cuanswers000.cutrainingonline.com/tlc360. Please note: the ‘000’ following ‘cuanswers’ in the URL is a stand-in for your credit union number. The credit union number is the same as… Read more »

Jan 21, 2021

Reminder: Your Credit Union will be Upgraded to the TLC 360 Learning Center on 1/15/21!

Reminder: Your Credit Union will be Upgraded to the TLC 360 Learning Center on 1/15/21!

Your credit union will be upgraded to the TLC 360 Learning Center this Friday, January 15th!  Your administration team will notice a new, updated look with the same functionality you’ve grown accustomed to.  The biggest difference is that TLC 360 will use new icons located at the top left of the screen, which will allow… Read more »

Jan 14, 2021

Your Credit Union will be Upgraded to the TLC 360 Learning Center on 1/15/21!

Your Credit Union will be Upgraded to the TLC 360 Learning Center on 1/15/21!

Your credit union will be upgraded to the TLC 360 Learning Center this Friday, January 15th!  Your administration team will notice a new, updated look with the same functionality you’ve grown accustomed to.  The biggest difference is that TLC 360 will use new icons located at the top left of the screen, which will allow… Read more »

Jan 11, 2021

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 »

Jan 5, 2021

Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

The Client Services & Education team has begun their yearly review of AnswerBook profiles.  Has your credit union recently reviewed your current users in AnswerBook?  Has your credit union ensured all contact information is up-to-date?  To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team… Read more »

Dec 14, 2020

Video Now Available: 2020 Year-End Processing Review

Video Now Available: 2020 Year-End Processing Review

A video recording of the 2020 Year-End Processing review is now available!  In it, we discuss what’s new for 2020 as well as important reminders and deadlines for this year’s tasks.  If you missed this year’s Year-End Processing review webinars, or if your staff would like additional opportunity to review the 2020 presentation, click below… Read more »

Dec 8, 2020

Big numbers for Education Events and Coordination

West-Michigan based cooperative CUSO CU*Answers recently announced that from January through September 2020, 311 courses were coordinated and taught by the Client Services and Education Team.  Lani Lowing, Education Team Lead added that 170 courses were coordinated for various teams within the organization—a total of 479 classes with 5,123 attendees. These events consist of CU*Answers […]

Dec 4, 2020