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Pull Up a Seat for a Learning Café Session
Join Keegan Daniel, VP Professional Services with Earnings Edge, for the latest Learning Cafe session! Keegan will host a review of the various options for configuring your dormancy/escheat monitoring processes – topics will include common practices and strategies, how CUs are working with members who are ‘pre-dormant’, and other elements related to dormancy monitoring options…. Read more »
Join Us for a Conversation on Imaging – CU*Forms
Join CU*Answers Imaging Solutions for a Conversation on CU*Forms! ProDOC is going away – is your credit union prepared for the future? During this upcoming event, we will chat about ProDOC going away and what this means for your credit union, followed by an open discussion. We encourage attendees to share their thoughts and experiences on… Read more »
Two for Tuesday with CEO Geoff Johnson – 1/6/2026
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
Join Us for Conversations On What’s Next for CBX!
In 2025 our task was to complete the initial transition of some 20,000 screens from the GOLD user interface to the CBX web browser interface, setting a new foundation for the next 25 years of development. As all network credit unions make the final transition from GOLD to CBX, we are looking ahead at what’s… Read more »
Meet AdvantageCIO – New Year, New Partnership!
The cybersecurity landscape is evolving on a near constant basis, with new threats emerging regularly. The impacts of these threats can lead to disruption of business, harm to your reputation, financial risk, or a combination of all three. AdvantageCIO has formed a new partnership with Damian Walters & Associates, LLC (DWA) to help credit unions evaluate their… Read more »
Arriving 1/6: Enhancement for Open Lending DTI Calculation
Tomorrow, January 6th, we will be deploying an enhancement for Open Lending clients. Following the deployment of Project #66630, when launching out to Open Lending via the ‘Send to Third Party’ button, users will be presented with a new web-based screen where they can enter in an optional monthly payment value to exclude from their… Read more »
Ready, Set, Go! Getting Started on Your 2026 Education Goals – Exercises for Success
Are you looking to get a headstart on 2026 education opportunities at your credit union? Our Exercises for Success Training Manuals are designed for use with simulated training environments, allowing new users to gain practical experience with common tasks. Four programs are available, all of which are FREE for your credit union to utilize in… Read more »
Do You Have a New Member Service Representative?
Join the Education Team as we explore a day in the life of a Member Service Representative. This course is geared toward new team members or current staff that would like a refresher in CBX. We will concentrate on the tools that help users answer various member inquiries relating to accounts and account history. Participants… Read more »
December Owner’s View Monthly Recap
Check out recent programming changes in the December 2025 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
In Case You Missed It – Late December 2025
Take a look back at some important topics from the second half of December 2025: What’s the Latest from Lender*VP? A Quick Look at Hot Topics in Lending Need to Update Your Contacts for CU Publisher or Mobile App Notifications? Take a Look at the CU*Answers University Courses for January! Get Registered for CU*Answers University… Read more »
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