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self-processing 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

Meet Your New Estate Planning Program Powered by Legal Karma 

Meet Your New Estate Planning Program Powered by Legal Karma

CU*Answers invites you to meet to our network partner, Legal Karma. Legal Karma brings estate planning packages to your members with unlimited white-glove support, conveniently integrated through platforms they already utilize. Join CU*Answers and our friends from Legal Karma to learn about the estate services that Legal Karma can offer to your credit union and the convenience provided to your members. Use the button below to register now. Register Now

Standard Teller Techniques 

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. To learn more and begin your registration, please use the button below. Register Today

Get Ready for the Next Collections Roundtable 

Get Ready for the Next Collections Roundtable

Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now

2026 Education Spotlight 

2026 Education Spotlight

Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More

Join Us for CEO Strategies 2026 

Join Us for CEO Strategies 2026

Have you signed up for CEO Strategies 2026? This year’s event will be hosted in Las Vegas, NV on Tuesday, November 3rd and Wednesday, November 4th. Join your peers for a discussion on strategic development plans for the network, including a big picture look at our tools and implementation strategies for the coming year. Use the button below to register now. Register Now

Join Us for a Free Custom Training Edition Demo! 

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

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

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

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 August! Use the button below to check them out now. Learn More

Custom Services New Name 

Custom Services New Name

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Two for Tuesday with CEO Geoff Johnson – 03/18/2025

Two for Tuesday with CEO Geoff Johnson – 03/18/2025

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.  

Client NewsCU*AnswersLeadershipTwo for Tuesdays
Mar 17, 2025

CBX Updates and Information

CBX Updates and Information

CBX Resources Keep your eyes on the CBX Transition and Preparation resources page, available below. Use the “Get Started Here” link to review steps to get prepare your credit union for CBX this year. CBX Transition Resources   Sign Up for a CBX Demo Webinar! Curious to take a look at CBX in action? Sign… Read more »

CBXClient NewsCore SoftwareCU*Answers
Mar 17, 2025

Announcing Beta Test Sites for the 25.05 CU*BASE Release!

Announcing Beta Test Sites for the 25.05 CU*BASE Release!

From the credit unions that applied to be part of the beta test for CU*BASE GOLD 25.05 coming in May, the following credit unions were selected: MyUSA Credit Union Partnership Financial Credit Union Polish-American Federal Credit Union Thank you to everyone who expressed interest in joining – we hope to hear from you for the… Read more »

Client NewsCore SoftwareCU*Answers
Mar 17, 2025

Upgrade to Mobile 7.0 to Start Using MFA Functionality Today!

Upgrade to Mobile 7.0 to Start Using MFA Functionality Today!

Is your credit union planning to activate multi-factor authentication (MFA)?  Don’t forget that you will need to upgrade to Mobile 7.0!  Mobile 7.0 also seamlessly enrolls your credit union in our Annual Update Process, guaranteeing that you remain current with all forthcoming annual updates. For more details on getting started with MFA, click here to view… Read more »

Client NewsCU*Answers
Mar 17, 2025

Reminder: TruStage to Sunset Loan Application Portal

Reminder: TruStage to Sunset Loan Application Portal

We have been informed by TruStage (formerly known as Loanliner) that they will be sunsetting their Loan Application Portal effective December 31st, 2025. Credit unions who currently partner with TruStage can expect to receive communications from TruStage on this decision soon, if they have not received an announcement already. If your credit union would like… Read more »

Client NewsCU*AnswersDocumentation
Mar 17, 2025

Join Us for the 2025 Golf Outing as Part of Leadership Week!

Join Us for the 2025 Golf Outing as Part of Leadership Week!

Join us for the Annual CU*Answers Golf Outing! Register for the CU*Answers Golf Outing, which will be held at the Saskatoon Golf Club during the 2025 Leadership Conference Week! Unwind after an exciting week of events with a round of golf, a cold drink, and a pig roast lunch. Thursday, June 19th 8:30 AM ET Register… Read more »

Client NewsCU*AnswersLeadership Conference
Mar 24, 2025

Get Ready! The 2025 CU*Answers Leadership Conference is Coming!

Get Ready! The 2025 CU*Answers Leadership Conference is Coming!

Register for the 2025 CU*Answers Leadership Conference! Join us for a discussion on the CUSO’s performance over the past year, as well as where we are looking to take ourselves next. We look forward to seeing you at this unique event – connect with your peers for an energizing and inspiring week focused on our… Read more »

Client NewsCU*AnswersLeadership Conference
Mar 24, 2025

In Case You Missed It – Early March 2025

In Case You Missed It – Early March 2025

Take a look back at some important topics from the first half of March 2025: Learn All About AnswerBook with These 9 Videos! Make the Most of Your Credit Union’s Initiatives with Strategic Release Management! February Owner’s View Monthly Recap CU Info Offers a Convenient Way to Update Your Credit Union’s Information! Business Check Deposits… Read more »

Client NewsCU*Answers
Mar 14, 2025

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
Mar 14, 2025

Reminder: HA Rollback This Weekend

Reminder: HA Rollback This Weekend

This is a reminder of the high-availability Rollback event that will be occurring this weekend.  The rollback process will begin Sunday, March 16th at 3:00 AM ET. During this time, there will be a period of approximately 60 to 90 minutes that will include an interruption to the following services: CU*BASE/GOLD, CU*Talk audio response and It’s Me 247 online… Read more »

Business ContinuityClient NewsCore SoftwareCU*Answers
Mar 13, 2025
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You’re Invited to an In-Person Lunch & Learn Event!

You’re Invited to an In-Person Lunch & Learn Event!

Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work. Use the button below to learn more and register today. Register Today

Get the Most Out of CU*Forms

Get the Most Out of CU*Forms

Imaging Solutions invites you to join our CU*Forms workshop series! Hosted weekly, these one-hour workshops are designed to help your credit union get the most out of programming forms, setting up FormFLOW and membership products, eSign workflows, and more! Use the button below to register for a session now! Register Now

Open Discussion on Vendor Management

Open Discussion on Vendor Management

Credit union staff and vendor risk managers: join AuditLink for an open dialogue on vendor management! During this event, we will discuss existing and upcoming challenges, along with trends in the vendor management compliance landscape. Use the button below to learn more and register for this upcoming event! 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  

More about releases

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NACUSO Collaboration

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Contact Us!
We're Hiring!

Popular Client News

  • Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
  • Join Us for a FREE Education Express Webinar!
  • Important: MACO Re-enrollment Schedule Changes
  • New Compliance Deadline and Details for The Clearing House RTP Operating Rule
  • Join Network Services for our October Boot Camp!
  • An Important Update on the SWIVEL Project
  • Take a Look at the CU*Answers University Courses for August!
  • ProDOC Sunsetting in October – Resources for Transitioning to CU*Forms
  • CUaxis Credit Unions: Join Us for Our August Education Series!
Take a Look at the CU*Answers University Courses for September!

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

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 August! Use the button below to check them out now. Learn More

Standard Teller Techniques

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. To learn more and begin your registration, please use the button below. Register Today

Join Us for a Free Custom Training Edition Demo!

Join Us for a Free Custom Training Edition Demo!

CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now

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