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Education News

Two for Tuesday 

Two for Tuesday

Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video

Take a Look at the CU*Answers University Courses for July 

Take a Look at the CU*Answers University Courses for July

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in July! View All Courses

Join Us for an In-Person Lunch & Learn Event in Grand Rapids! 

Join Us for an In-Person Lunch & Learn Event in Grand Rapids!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at CU*Answers’ Grand Rapids headquaters! This in-person event is designed for credit union leaders and teams focused on lending, credit risk and member analytics. Learn more about this event and register by using the button below. Register Today

CUaxis Credit Unions: Join Us for Our August Education Series! 

CUaxis Credit Unions: Join Us for Our August Education Series!

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in August, where we will explore services and features available to your organization. These courses will be held between Monday, August 17th and Thursday, August 20th. Register now using the button below. Register Today

Lending Communications are Easier Than Ever with CU*Chat! 

Lending Communications are Easier Than Ever with CU*Chat!

Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Sign up for our demo to see how your team can use CU*Chat to make communication easy! Use the button below to register now. Register Now

Custom Services New Name 

Custom Services New Name

2026 Education Catalog 

2026 Education Catalog

Get your planners ready because there’s a wealth of training opportunities coming your way in 2026. You can click the button below to download a digital copy of the Education Catalog today!
Download Catalog

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CUaxis Credit Unions: Join Us for Our August Education Series!

CUaxis Credit Unions: Join Us for Our August Education Series!

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in August, where we will explore services and features available to your organization. These courses will be held between Monday, August 17th and Thursday, August 20th. Below is a list of all sessions we will be hosting during CUaxis University Week…. Read more »

Client NewsClient ServicesCU*AnswersEducation
Jul 6, 2026

Your Credit Union Has Questions, Our Teams are Here to Help!

Your Credit Union Has Questions, Our Teams are Here to Help!

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 contact, we recommend that you get started by reaching out to either the Client Services Team or the Network Services Team. The Client… Read more »

Client NewsClient ServicesCU*AnswersEducationNetwork ServicesResources
Jun 30, 2026

Do You Have a New Member Service Representative?

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 »

Client NewsClient ServicesCU*AnswersEducation
Jun 25, 2026

Take a Look at the CU*Answers University Courses for July!

Take a Look at the CU*Answers University Courses for July!

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in July!   Wednesday, July 1 CU*Chat Demo with Lender*VP 3:00 PM – 4:00 PM ET Register for Web Conference   Thursday, July 2 Meet AuditLink –… Read more »

Client NewsCU*AnswersCU*Answers UniversityEducation
Jun 18, 2026

2026 Education Spotlight – Head Teller Vault/Change Fund Management

2026 Education Spotlight – Head Teller Vault/Change Fund Management

The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »

Client NewsCU*AnswersEducation
Jun 18, 2026

2026 Education Spotlight – Standard Teller Techniques

2026 Education Spotlight – Standard Teller Techniques

During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. By the… Read more »

Client NewsCU*AnswersEducation
Jun 17, 2026

Need to Clean Up Your AnswerBook Contacts?

Need to Clean Up Your AnswerBook Contacts?

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 today. Click Here to Get Started Looking to give new users an overview of… Read more »

Client NewsClient ServicesCU*AnswersEducation
Jun 15, 2026

2026 Education Spotlight – It’s Me 247 Online Banking

2026 Education Spotlight – It’s Me 247 Online Banking

Member self-service financial products continue to dominate the development of technology, based on the convenience, the relevance to the lifestyle of today’s member, and the efficiencies gained by the credit union. By the completion of this course, participants will be able to: Explain online banking from the member’s perspective. Explain how to best promote audio… Read more »

Client NewsCU*AnswersEducation
Jun 12, 2026

Upcoming Education Opportunities – What’s On the Calendar at CU*Answers?

Upcoming Education Opportunities – What’s On the Calendar at CU*Answers?

Whether your credit union is welcoming new team members or your existing staff are interested in further training opportunities, don’t forget that we have a wide variety of education courses available via the CU*Answers website! Check out our current list of courses including upcoming webinars, our Conversations On series, as well as special in-person events. Upon registering for an event,… Read more »

Client NewsCU*AnswersEducation
Jun 11, 2026

Conversations On Education – Financial Literacy

Conversations On Education – Financial Literacy

Join us for a conversation on Education! Our upcoming session will focus on Financial Literacy. We invite CUSO educators to join in a discussion on how Financial Literacy resources help support your local communities. For this session, we are looking for guest speakers who would like an opportunity to highlight how their credit union’s outreach positively… Read more »

Client NewsConversations OnCU*AnswersEducation
Jun 10, 2026
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In Case You Missed It…

In Case You Missed It…

Take a look back at some important topics from the last half of June 2026! View Topics

Take Advantage of the NEW 1Click Autopilot Program!

Take Advantage of the NEW 1Click Autopilot Program!

With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you!  Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More

1Click Autopilot

1Click Autopilot

Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
Learn More

Shop Now at the CU*Answers Online Store.

CBX Updates

The next CBX updates are currently scheduled for:

Online/Partner CUs
26.10  Oct. 11, 2026 (Sunday)
Self Processing CUs
26.10  

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    Download the Mobile App for the 2026 Leadership Conference!
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    Download the Mobile App for the 2026 Leadership Conference!
CUaxis Credit Unions: Join Us for Our August Education Series!

CUaxis Credit Unions: Join Us for Our August Education Series!

Attention CUaxis credit unions: CU*Answers will be hosting a special series of educational courses in August, where we will explore services and features available to your organization. These courses will be held between Monday, August 17th and Thursday, August 20th. Register now using the button below. Register Today

Take a Look at the CU*Answers University Courses for July

Take a Look at the CU*Answers University Courses for July

Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in July! View All Courses

Lending Communications are Easier Than Ever with CU*Chat!

Lending Communications are Easier Than Ever with CU*Chat!

Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Sign up for our demo to see how your team can use CU*Chat to make communication easy! Use the button below to register now. Register Now

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