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 »
Join Us for a FREE Education Express Webinar!
Monday, September 18 4:00 PM – 4:30 PM ET This Month’s Focus Be Prepared for 2023 Year-End Processing It’s almost time to gear up for Year-End Verification! Do you know what needs to be done for your credit union? During this month’s Education Express session, we’ll talk about the steps that need to be completed… Read more »
Pull Up a Seat for a Learning Café Session
Julie Gessner, VP of Inside Sales and Marketplace Development for this month’s Learning Café session! If you missed the 2023 CU*Answers Leadership Conference, or if you would like a convenient way to review materials discussed at this year’s event, we’ve got you covered! Julie will explore highlights of this year’s Leadership Conference and will discuss… Read more »
Conversations On Education: Exercises for Success – Lending
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
Arriving in October: Price Increase to CU*BASE Custom Training Edition
Attention CU*Answers clients: effective October 1st, 2023, pricing for CU*BASE Custom Training Edition (CTE) will be increasing. The monthly cost will increase from $250.00 per month to $350.00 per month. These price increases will apply to any/all clients using CTE, including current subscribers. This is the first time we’ve adjusted prices since CTE was first… Read more »
Do You Have a New Member Service Representative?
Join the Client Services and 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 CU*BASE GOLD. We will concentrate on the tools that help users answer various member inquiries relating to accounts… Read more »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in September! Wednesday, September 6 3:30 PM – 4:30 PM ET Balancing Made Easy Register for web conference Thursday, September 7 10:00… Read more »
Need to Update CU*BASE User IDs? It’s FREE and Easy!
Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID? The process is FREE and easy! Simply fill out the form on our online store and provide the signature of one of your current security officers. Click below to get started! Get Started Need help with… Read more »
Conversations On Education: Exercises for Success – Lending
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources… Read more »
How Do I Request Upload/Download Permissions for CU*BASE?
Need to grant upload/download permissions in CU*BASE to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature… Read more »