CDP is a relationship-driven, workflow solutions company that specializes in softwares and services for community and regional financial institutions. After thirty years of sector-focused support, CDP has refined a holistic approach to securing and streamlining financial document workflows. Our solutions are renowned for cutting costs, increasing revenue, and achieving measurable ROI.
Join Lender*VP and our partners at EDGE for a Lunch & Learn event hosted at TechTown in Detroit, MI! This in-person event will explore practical ways that your credit union can put data to work – from reducing manual processes and supporting smarter lending decisions, to improving member experience and gaining a more complete view… 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 »
The Head Teller Vault/Change Fund Management course covers the process of selling, buying, and transferring cash to and from both the bank and tellers. This course will cover tips on balancing the vault and helping tellers balance cash drawers. We’ll also bring special attention to member-correction and teller-line adjustments. By the completion of this course,… Read more »
If you or your team members have administrative privileges in TLC, we invite you to join an upcoming webinar for a dive into available features. This event will detail how to add and manage employee data, how to schedule courses and exams, as well as the process of running reports. Want to learn more about… Read more »
Give Your Members a Fresh and Intuitive Online Banking Home Screen! Layout 2 gives your credit union greater flexibility over what members see, and makes important tools easier to find. Designed Around the Member Experience! The widget-based design of Layout 2 for It’s Me 247 Desktop brings helpful information and frequently used tools together on… Read more »
Xpress Teller Techniques offers a detailed look at the functions available in the core that assist staff in delivering superior service to members. Designed for new and existing tellers, this course uses service examples and tips that allow users to work with almost any member request without leaving the teller-processing area. By the completion of… Read more »
While our Spring and Fall releases deliver major enhancements, our minor releases provide ongoing improvements, fixes, and smaller feature enhancements throughout the year. The following documentation details the September 10th, 2026 updates, along with tool and programming changes. View Release Notes
CEO Strategies is heading to Las Vegas this year, and we don’t want distance to be the reason anyone misses the event. To help more of our network make the trip, CU*Answers is offering five $1,000 travel scholarships toward attendance at CEO Strategies Week 2026. CEO Strategies has always been about the conversation that happens… Read more »
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 »
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 »
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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
Take a look back at some important topics from the last half of August 2026! View Topics
Join us October 14th and 15th for a two-day boot camp! This is an opportunity for your credit union IT members to build their knowledge of core product deployment and support. Please note: seating for this event is limited – if you are interested in attending, we encourage you to sign up soon! Use the button below to learn more and register now. Register Now
