Documentation Digest is your go-to knowledge base for questions relating to software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share… Read more »
Thursday, September 3rd 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Services AuditLink offers multiple services to credit unions to help alleviate internal compliance burden. If your credit union is struggling with policies, procedures, or internal bandwidth in the world of ACH monitoring, BSA compliance, or vendor management, this event is for you!… Read more »
ProDOC will be sunsetting in October 2026. To ensure a smooth, uninterrupted experience, all credit unions currently using ProDOC will need to transition to CU*Forms prior to that date. We understand that a change like this requires planning, and we are committed to making the move as seamless as possible. We encourage you to begin… Read more »
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 »
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
As iOS App Store approvals for Mobile 9.0 are delayed, we can no longer commit to migrating all credit unions at once to the new cloud-based platform on August 18th. Please read the updated information below about how the MACO re-enrollment process will happen, and how to communicate to your members about the upcoming changes… Read more »
Mark your calendars 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. This event… Read more »
Need to grant upload/download permissions to one of your employees? Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form. You will need to provide the following when submitting the request: Authority needed Employee name CBX User ID Signature of a Security… Read more »
Asterisk Intelligence invites you to join our upcoming Conversation on Data! Engage with your peers to discuss current and future credit union data projects; we encourage you to share questions and suggestions with the group as we explore data strategies, tools and skills. Join the conversation and add your voice to what is happening in… Read more »
We are now in the process of rolling big changes for both the MACO authentication process as well as changes to the EULA presentation and re-enrollment in MACO services. These changes will continue to happen throughout August in Phase I and Phase II, and will apply to both It’s Me 247 online banking and BizLink… Read more »
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
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
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
