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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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Prevent Fraud with Positive Pay for Your Business Members

Prevent Fraud with Positive Pay for Your Business Members

If your credit union works with business memberships, the Positive Pay toolkit is great resource to help prevent fraudulent activity from posting to business member’s checking account. An online tool accessible through BizLink 247, Positive Pay allows business members to upload checks they have written, or to manually enter the checks they have written.  Any… Read more »

Client NewsCU*Answers
Mar 12, 2025

Don’t Forget Your Deadlines: Verification Process Required for Google Play Mobile Apps

Don’t Forget Your Deadlines: Verification Process Required for Google Play Mobile Apps

As previously announced by Google, all developers on Google Play will need to complete a verification process to continue publishing mobile apps. As a reminder, Google has assigned two dates: Starting account verifications (60 days before deadline). Deadline to complete account verifications. Additionally, Google is requiring a few items to be uploaded as part of this… Read more »

Client NewsCU*AnswersInternet Retailer Support Center
Mar 12, 2025

Let Your Members Know About Inclement Weather Closings with Mobile Alerts, Powered by CU*Publisher

Let Your Members Know About Inclement Weather Closings with Mobile Alerts, Powered by CU*Publisher

Wouldn’t it be convenient to have the option to inform your members that specific branch locations will be closed due to inclement weather or power outages?  Look no further than Mobile Alerts!  Powered by CU*Publisher, this tool allows you to configure routine or one-time alerts for different platforms on both Android and iOS. If your… Read more »

Client NewsCU*AnswersInternet Retailer Support Center
Mar 12, 2025

Join Us for a Conversation on Deposit Operations: Marketing Clubs

Join Us for a Conversation on Deposit Operations: Marketing Clubs

We invite you to join us for a Conversation on Deposit Operations & Member Service!  Our upcoming session will focus on Marketing Clubs and CU*BASE Marketing Tools. What has been your credit union’s experience with Marketing Clubs? Are you interested in learning more about these? Do you have ideas on ways that Marketing Clubs could be… Read more »

Conversations OnCU*Answers
Mar 12, 2025

Two for Tuesday with CEO Geoff Johnson – 03/11/2025

Two for Tuesday with CEO Geoff Johnson – 03/11/2025

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 6, 2025

A Note from Cards and Payments: Update for Holds on Online Gambling Transactions

A Note from Cards and Payments: Update for Holds on Online Gambling Transactions

Effective Tuesday, March 11th, a change will be implemented to the EFT authorization process to hold authorizations for online gambling transactions for $.01 – $1. Currently, holds under $1 are ignored due to time constraints on the amount of time those funds can be held (such as fuel authorizations). However, online gambling transactions do not… Read more »

Cards & PaymentsClient NewsCU*Answers
Mar 10, 2025

Video Now Available: Introducing the CU*Answers Software Development Factory!

Video Now Available: Introducing the CU*Answers Software Development Factory!

Ever wonder what goes on in the CU*Answers software factory? A video recording of our recent webinar is now available. Dawn Moore, EVP Client Experience, offers a behind-the-scenes look at our design and development process! In this video, Dawn discusses how the Software Development Life Cycle (SDLC) affects what projects CU*Answers works on, how we approach… Read more »

Client NewsCU*Answers
Mar 10, 2025

Recommendations from Lender*VP – Document Retention for Denied Applications

Recommendations from Lender*VP – Document Retention for Denied Applications

What is your credit union’s current retention plan for documents relating to denied applications?  Lender*VP has recommendations for your credit union, as detailed below. Lender*VP recommends that any/all relevant documentation and information that is used to deny loan applications should be saved by your credit union for a period of at least 25 months.  Relevant… Read more »

Client NewsCU*AnswersLender*VP
Mar 10, 2025

An Important Update Regarding CU*Answers Item Processing

An Important Update Regarding CU*Answers Item Processing

Attention CU*Answers Item Processing Clients CU*Answers and eDOC Innovations are excited to announce that the board of directors for both organizations have approved the acquisition of CU*Answers’ Check Item Processing business by eDOC Innovations. This strategic move will unite the manufacturer and service provider under one organization, enhancing efficiency and service continuity for the credit… Read more »

Client NewsCU*Answers
Mar 7, 2025

Join Network Services for our May Boot Camp!

Join Network Services for our May Boot Camp!

Join us May 7th and 8th for a two-day boot camp! This is an opportunity for your credit union IT members build their knowledge of core product deployment and support.  Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! One of our goals during… Read more »

Boot CampsClient NewsCU*AnswersEventsNetwork Services
Mar 7, 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

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, list online banking configuration options, and much more. Use the button below to register now! Register Now

Conversations On…

Conversations On…

A new way to interact with your CUSO and your peers.  This new series will take traditional focus groups to a whole new level. 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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  • Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
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  • 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!
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

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

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

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