May Owner’s View Monthly Recap

Check out recent programming changes in the May 2026 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »

Join Us for a Conversation on Imaging – CU*Forms

Join CU*Answers Imaging Solutions for a Conversation on CU*Forms – Lending Version! During this upcoming event, we will chat about features in the May Release, which will be followed by an open discussion. We encourage attendees to share their thoughts and experiences on topics including: Features of CU*Forms and how your credit union is utilizing… Read more »

Conversations On Education – Financial Literacy

Conversations on Education

Join us for a conversation on Education! Our upcoming session will focus on Financial Literacy. We invite CUSO educators to join in a discussion on how Financial Literacy resources help support your local communities. For this session, we are looking for guest speakers who would like an opportunity to highlight how their credit union’s outreach positively… Read more »

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… Read more »

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CBX Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CBX Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Reminder – DAON TrustX Migration: Update to MOP Identity Verification Arriving Soon

As part of ongoing compliance measures, as well as our effort to improve member experience, we will soon be performing updates to the Membership Opening Process (MOP). On Wednesday, June 3rd, we will be migrating your credit union’s license verification step within the Membership Opening Process (MOP) from DAON’s IdentityX solution to their newer TrustX… Read more »

Lending Communications are Easier Than Ever with CU*Chat!

Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »

New Time Slots Coming to Our Fall and Winter Collections Roundtables!

We are excited to announce that starting this fall, afternoon sessions for the Collections Roundtable will begin at a later time. We hope this new start time will make the event more accessible to our west coast and Hawaii-based clients! As always, the Collections Roundtable is FREE to join, and serves as an open forum… Read more »

Don’t Forget to Vote in the 2026 Elections!

ATTENTION CU*ANSWERS STOCKHOLDERS Make sure your voice is heard! Vote Electronically for board elections May 1 – June 12, 2026!  Visit the CU*Answers Elections website elections.cuanswers.com. Ready to vote? If you have not yet had a chance to vote in the 2026 CU*Answers elections, please visit https://cuanswers.simplyvoting.com/ to complete the voting process. Visit https://elections.cuanswers.com for all… Read more »