Client News provides the information you need to stay current with what’s happening.
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BizLink 247 – Designed for the Unique Needs of Business Members
BizLink 247 is designed for the special needs of business members. Alongside its companion PIB MLO, BizLink 247 allows business owners to have separate logins and individual permissions for each employee – these permissions can be granted either through CU*BASE (via a credit union employee) or PIB MLO (by the business owner/administrator). Once your order… Read more »
Review Service Charge Configurations with Help from Earnings Edge
Is your credit union looking to review options and configurations for service charges in CU*BASE? Earnings Edge has solutions for you! Best Practices for CU*BASE Service Charges This offering includes a review of the options available for configuring a minimum balance service charge, an account service charge, or a transaction service charge through CU*BASE. We’ll… Read more »
Conversations On Education – Developing Onboarding Content for New Hire Training Plans
Join us for a conversation on Education! Designed especially for credit union education coordinators and trainers, this group discusses topics such as how to set up an education plan and calendar, best practice techniques for training new employees and keeping existing employee skills up to date, and how to take advantage of all the resources available… Read more »
Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!
You’ve spent weeks reviewing CU*BASE 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! CU*BASE 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 »
It’s Time to Par-Tee! Join CU*Answers for a Special Event at Big Mini Putt Club
Are you planning to attend this year’s Michigan CU League Conference in Grand Rapids, MI? We’d like to invite you to the CU*Answers afterparty, hosted at Big Mini Putt Club! Attendance is FREE and there is no need to RSVP. Join us for food, drinks and fun! Event Date: Thursday, June 5th Time: 7:00 – 11:00 PM ET… Read more »
Two for Tuesday with CEO Geoff Johnson – 5/6/2025
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. Watch the video below to hear Geoff’s insight on this week’s topics.
Earnings Edge Presents: Bonus Dividend/Loan Interest Rebate Management
Thinking of rewarding members with a bonus dividend or Loan interest Rebate? We can assist with your Bonus Dividend/Interest Rebate program. If you are interested in starting up a new bonus/rebate program, looking to enhance an existing program or curious to learn what this product is all about, Earnings Edge is ready to assist! Earnings Edge… Read more »
CU*Answers SSAE SOC 2 Audit Now Available
CU*Answers has completed its SOC 2 Audit for Fiscal Year 2024. The report can be downloaded from our Due Diligence site by clicking here. As a reminder, the CU*Answers Due Diligence page is a central, convenient location for you and your auditors to request or download the information you need to meet your regulatory requirements. In addition to… Read more »
Reminder – Arriving 5/6: Update to 1Click Loan Offers to Include Fee When Calculating Modified APR
Attention credit unions that offer 1Click Loans: Project #60719, which features an enhancement to include the fee when calculating modified APR for 1Click Offers, will be deployed to online and Site-Four credit unions on Tuesday, May 6th. If you intend to launch a 1Click campaign on or after May 6th and you plan on charging a… Read more »
April Owner’s View Monthly Recap
Check out recent programming changes in the April 2025 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 CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »
Join Us for a Free Custom Training Edition Demo!
CTE is an alternative to the shared simulated training environment (Bedrock Community CU), currently used by all CU*Answers online clients. CTE gives your team a safe place to practice CBX tools, learn new skills and more, without potential harm to your live member data. Join our upcoming webinar to learn more – we’re saving you a seat! Use the button below to register now. Register Now
Get Ready for the Next Collections Roundtable
Join us for the FREE Collections Roundtable, an open forum discussion on collection laws, internal procedures, and CBX processes. This quarter’s event will be hosted virtually. Use the button below to sign up for one of the sessions (or both!). Register Now
2026 Education Spotlight
Join us for the next 2026 Education Spotlight on General Ledger Tools. Are you ready for the next level of understanding general ledger tools? Do you know how to use all the reports generated daily? Need some tips on finding and solving balancing changes? Click the button below to register for our upcoming session. Learn More
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