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 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
May 26, 2021

CU*Answers preparing Custom Training Editions for two new clients

The West-Michigan based cooperative CUSO, CU*Answers, recently announced that they are preparing new CU*BASE® Custom Training Editions for two of their newest clients. “Custom Training Edition is a copy of the credit union’s live data, copied over to a training environment just for their credit union staff,” said Laura Welch-Vilker, VP of Client Services and […]

Mar 6, 2019

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