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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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Join Us for Asterisk Intelligence Week, August 18-21!

Join Us for Asterisk Intelligence Week, August 18-21!

Join the Asterisk Intelligence team for query, dashboard, and data analytics training during Asterisk Intelligence Week!  Between Monday, August 18th and Wednesday, August 20th, we will be hosting on-site training in Grand Rapids, Michigan, followed by a series of webinars on Thursday, August 21st.  These courses will focus on tactical skill instruction, strategy discussion and… Read more »

Asterisk IntelligenceClient NewsCU*Answers
May 20, 2025

AuditLink Invites You to Join a Conversation on Fraud!

AuditLink Invites You to Join a Conversation on Fraud!

Is fraud prevention a part of your organization’s ongoing conversation regarding your mission, your vision and your goals? Does your staff know the risks they are most likely to face or common traits of fraudsters? Join AuditLink for an open forum discussion on fraud prevention, fraud detection, emerging risks, current issues, best practices and more. We invite… Read more »

AuditLinkClient NewsConversations OnCU*Answers
May 20, 2025

Two for Tuesday with CEO Geoff Johnson – 5/20/2025

Two for Tuesday with CEO Geoff Johnson – 5/20/2025

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
May 19, 2025

Check Out the Lender*VP University Courses for June!

Check Out the Lender*VP University Courses for June!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. During the month of June, Lender*VP will be hosting a set of webinars related to lending. Take a look at the courses we have coming up!   Monday, June 23 9:30 AM – 11:00… Read more »

Client NewsCU*AnswersEducation
May 19, 2025

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

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

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 June!   Tuesday, June 3 Xpress Teller Techniques 3:00 PM – 4:30 PM ET Register for Web Conference   CU*Forms Programming Workshop 3:00… Read more »

Client NewsCU*AnswersCU*Answers UniversityEducation
May 19, 2025

Join Us for the 2025 CU*Answers Leadership Conference!

Join Us for the 2025 CU*Answers Leadership Conference!

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
May 19, 2025

Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers

Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers

For all 1Click Offer users in the network, Lender*VP would like to remind you of the following recommendations prior to sending out offers to members: Before you run your batch flood to your membership, it is important to run a test offer. This is done in a similar manner as defining your offer, but instead… Read more »

Client NewsCU*AnswersLender*VP
May 16, 2025

Important Details on the Entrust Integrated Solution

Important Details on the Entrust Integrated Solution

Attention credit unions partnering with Entrust: We are writing to inform you that your current instant issue solution will need to be moved to the Integrated Client solution with Entrust. This solution will eliminate the need to create a username and password on our end for the connection to work. Key enhancements include support for… Read more »

Cards & PaymentsClient NewsCU*Answers
May 16, 2025

CU*BASE 25.05 Release Updates

CU*BASE 25.05 Release Updates

As a reminder, the CU*BASE GOLD 25.05 release will be deployed to Online, Self-Processing and Site-Four credit unions this weekend, on May 18th. We will be posting any/all issues related to the 25.05 release on the CU*BASE Alerts page, compiled into a single alert post, which can be accessed via the button below. We will not… Read more »

Client NewsCore SoftwareCU*AnswersDocumentation
May 16, 2025

The 25.05 Imaging Solutions Release is Coming May 19th

The 25.05 Imaging Solutions Release is Coming May 19th

The Imaging Solutions 25.05 release will be available for all online CU*Spy and Inhouse Imaging Credit Unions as of Monday, May 19th, 2025. Highlights of the 25.05 Imaging Solutions Release include: iDoc Vault Navigation Pane Update CU*Forms FormFLOW Management Enhancements. Support for Closed Account. Take a look at the 25.05 Imaging Solutions Release Summary to… Read more »

Client NewsCU*AnswersImaging Solutions
May 16, 2025
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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

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

In Case You Missed It…

In Case You Missed It…

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

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!
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

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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