CBX Update: Next Steps

CBX Update: Next Steps

Thank you for your continued partnership and support as we move forward along the journey transitioning to CBX. We’ve received much positive feedback, and we are excited about the opportunities this new interface will bring to your teams. We also recognize that some users have continued to experience session timeout and disconnection issues. There are… Read more »

Mar 13, 2026

2026 Education Spotlight – Closing Memberships/Accounts

2026 Education Spotlight – Closing Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when closing memberships and accounts. The course also touches on using CU*Forms when closing memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #22 Close Memberships/Accounts. Navigate CU*Forms… Read more »

Mar 13, 2026

2026 Education Spotlight – Opening Memberships/Accounts

2026 Education Spotlight – Opening Memberships/Accounts

This course takes a detailed look at the functions available in the core that assist staff in delivering superior service to members when opening memberships and accounts. The course also touches on using CU*Forms when opening memberships and accounts. By the completion of this course, participants will be able to: Navigate Tool #3 Open/Maintain Memberships and Accounts…. Read more »

Mar 12, 2026

New Canned Query Available for RTP and FedNow Instant Payments

New Canned Query Available for RTP and FedNow Instant Payments

On February 17th, a project was deployed which allows for the creation of a new canned query for RTP® and FedNow® transactions. If your credit union is utilizing instant payment rails via RTP® from The Clearing House and/or The FedNow® Service, this query option can be accessed via Tool #1059: RTP and FedNow Transactions (DIRDAYLOG). Please note that your credit union… Read more »

Mar 11, 2026