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show me the steps 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 Advantage of Analytics Booth – 90 Days FREE for New Users! 

Take Advantage of Analytics Booth – 90 Days FREE for New Users!

We’re excited to offer a 90-day FREE trial of Analytics Booth for new users!
With Analytics Booth, your credit union’s vitals are at your fingertips – track hundreds of data points across Balance, Member and Transaction data categories!  Customize alerts to be notified of key metrics and glean data from our 12 available dashboards.  Free up valuable labor hours by taking advantage of automated customized daily alerts – no need to perform a manual check!
 

  Learn More

Mobile 6 is Coming Soon! 

Mobile 6 is Coming Soon!

Take a sneak peak of the next release of the It’s Me 247 Mobile App coming out next month! Take a Sneak Peak

Save the Date for the 2022 Leadership Conference 

Save the Date for the 2022 Leadership Conference

Designed for CEOs and senior credit union leaders from all CU*BASE clients, the CU*Answers Leadership Conference provides a unique opportunity to get together with your peers and hear… Save the Date

What’s cooking in the kitchen? 

What’s cooking in the kitchen?

We’re always cooking up new ideas here in the CU*Answers Kitchen and we’d like to share some of our current recipes with you. These are some of the large topic projects that are currently in varying phases of development.

What’s cooking?

Save the Date 

Save the Date

Designed for CEOs and senior credit union leaders from all CU*BASE clients, the CU*Answers Leadership Conference provides a unique opportunity to get together with your peers and hear CU*Answers’ vision for our partnership each year.

Vertical Receipts 

Vertical Receipts

Sign up today to change your horizontal style receipts to the new vertical receipt format.
 
Sign up today!

Let Members Personalize Accounts 

Let Members Personalize Accounts

Did you know? Mobile 5.0 give members the option to personalize their accounts while also giving them access to a reinvigorated navigation, a new accounts dashboard, a new RDC process and much more! Find Out More

Professional Cybersecurity Resources 

Professional Cybersecurity Resources

As an engaged and committed CUSO, CU*Answers has the professional resources available to learn about cybersecurity requirements and help credit unions design and build the infrastructure needed to continually monitor and enhance the security of their systems and to protect member information. Discover More

Credit Union Start-Ups 

Credit Union Start-Ups

CU*Answers has embarked on many missions through the years to prepare and serve start-up credit unions as they build a presence in their communities.  Sound financial institutions have a solid base as their core processing system and secured data storage. Learn More

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Video of the Week: Special Loan Request Features

Video of the Week: Special Loan Request Features

Special Loan Request Features Need a quick way to show your staff how they can use special features when creating a loan request? Refer them to this video, which has been viewed 1,111 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
May 16, 2022

Video of the Week: Creating a Loan Account

Video of the Week: Creating a Loan Account

Creating a Loan Account Need a quick way to show your staff how they can create a loan account in CU*BASE?  Refer them to this video, which has been viewed 1,711 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
May 2, 2022

Video of the Week: Exploring the Loan Queue

Video of the Week: Exploring the Loan Queue

Exploring the Loan Queue Need a quick way to show your staff how they can access features available in the loan queue?  Refer them to this video, which has been viewed 1,441 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Apr 25, 2022

Video of the Week: Quoting a Loan Payoff Balance

Video of the Week: Quoting a Loan Payoff Balance

Quoting a Loan Payoff Balance Need a quick way to show your staff how they can use CU*BASE to quote a loan payoff balance for a member?  Refer them to this video, which has been viewed 2,540 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Apr 18, 2022

Video of the Week: Depositing Multiple Checks

Video of the Week: Depositing Multiple Checks

Depositing Multiple Checks Need a quick way to show your staff how they can use CU*BASE to deposit multiple checks for a member?  Refer them to this video, which has been viewed 3,025 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Apr 11, 2022

Video of the Week: Transferring Funds via Teller

Video of the Week: Transferring Funds via Teller

Transferring Funds via Teller Need a quick way to show your staff how they can use CU*BASE to perform a transfer transaction?  Refer them to this video, which has been viewed 2,801 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Apr 4, 2022

Video of the Week: Using the Rate Inquiry Tool to View Share Dividend Rates

Video of the Week: Using the Rate Inquiry Tool to View Share Dividend Rates

Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products?  Refer them to this video, which has been viewed 2,431 times! Play Video Check out our entire collection of video… Read more »

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Mar 28, 2022

Video of the Week: Using the Rate Estimator Tool

Video of the Week: Using the Rate Estimator Tool

Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union.  Need a quick way to show staff how they can use the Rate Estimator tool?  Refer them to this… Read more »

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Mar 21, 2022

Video of the Week: Loan Quoter Extras

Video of the Week: Loan Quoter Extras

Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool?  Refer them to this video, which has been viewed 4,033 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Mar 14, 2022

Video of the Week: Loan Quoter Basics

Video of the Week: Loan Quoter Basics

Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates?  Refer them to this video, which has been viewed 4,643 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!

Client NewsCU*AnswersCU*BASEonlineself-processingshow me the stepstrainingvideo
Mar 7, 2022
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Save the Date

Save the Date

Designed for CEOs and senior credit union leaders from all CU*BASE clients, the CU*Answers Leadership Conference provides a unique opportunity to get together with your peers and hear CU*Answers’ vision for our partnership each year.

Save the Date for the 2022 Leadership Conference

Save the Date for the 2022 Leadership Conference

Designed for CEOs and senior credit union leaders from all CU*BASE clients, the CU*Answers Leadership Conference provides a unique opportunity to get together with your peers and hear… Save the Date

Credit Union Start-Ups

Credit Union Start-Ups

CU*Answers has embarked on many missions through the years to prepare and serve start-up credit unions as they build a presence in their communities.  Sound financial institutions have a solid base as their core processing system and secured data storage. Learn More

Shop Now at the CU*Answers Online Store.

GOLD Updates

The next GOLD updates are currently scheduled for:

Online CUs
22.10  Oct. 9, 2022
CU* Partners
22.10  Oct. 9, 2022
Self Processing CUs
22.10  Oct 16, 2022 (Sunday)

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Contact Us!

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Popular Client News

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  • Asterisk Intelligence offers new NSF and Courtesy Pay fee program analysis
  • Take a Look at the CU*Answers University Courses for May!
  • Frankenmuth Credit Union gets started with a data warehouse
  • Join us for the 2022 CU*Answers Leadership Conference
  • Let Members Personalize Accounts and Give Them Access to New Features with Mobile 5.0!
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

Save the Date for the 2022 Leadership Conference

Save the Date for the 2022 Leadership Conference

Designed for CEOs and senior credit union leaders from all CU*BASE clients, the CU*Answers Leadership Conference provides a unique opportunity to get together with your peers and hear… Save the Date

Vertical Receipts

Vertical Receipts

Sign up today to change your horizontal style receipts to the new vertical receipt format.
 
Sign up today!

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