Client News provides the information you need to stay current with what’s happening.
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Mobile 9.0 Coming Soon: Authentication Updates and MACO Re-enrollment
In August, we will begin the rollout for Mobile 9.0, which will include some 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 happen throughout August in Phase I and Phase II, and will apply to both It’s Me 247… Read more »
Rescheduled: Conversations On What’s Next for CBX
Previously scheduled for Thursday, July 30th, our latest Conversations on What’s Next for CBX event has been rescheduled for Tuesday, August 25th. If you already signed up for the July 30th session, please note that your registration will automatically carry over to the new date – there is no need to re-register. If you have… Read more »
Conversations On Education – Understanding the Basics of IRAs in CBX
We invite CUSO educators to engage in our latest Conversation on Education! Join us for a discussion on techniques for educating both credit union staff and membership about the basics of IRAs. Our goal is to create a space where credit union professionals can confidentially discuss pain points in their current procedures, and seek advice from… Read more »
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 »
Check Out the New Resources Featured in this Edition of Documentation Digest!
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 »
Lender*VP and Xtend are Here to Help with Mortgage Servicing & Escrow Processing
Did you know that Lender*VP offers mortgage servicing and escrow processing services in collaboration with the Xtend Mortgage Servicing team? Let us put our team of experts to work for you! We make it easy for you by providing the following services: Escrow Processing Pay escrow bills Run annual escrow analysis Reporting on bills becoming… Read more »
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 »
Let’s Build It Together! Now Accepting Applications for the 26.10 CBX Release Beta Pool
Earn up to a $3,000 CollabRebate* for testing new CBX tools and features coming with the 26.10 release! Learn more about enhancements coming in the October release, eligibility requirements for joining the beta pool, and what you will need to do to receive the CollabRebate reward. Interested in joining the Beta Pool? Use the link… Read more »
Updated Release Notes for 7/21/26 Project Deployments
We’ve recently updated our documentation for the July 21st, 2026 project deployments, with revised information on Employee Security Updates to the CBX LOS. Click the button below to view the updated documentation. View Release Notes
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 »
Take a Look at the CU*Answers University Courses for September!
Each month, CU*Answers University hosts FREE web conferences that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in August! Use the button below to check them out now. Learn More
Standard Teller Techniques
During our Standard Teller Techniques course, we’ll take a detailed look at the functions available in the core which assist staff in delivering superior service to members using teller functions. This course uses service examples and tips that allow users to work with almost any member request without leaving the teller processing area. To learn more and begin your registration, please use the button below. Register Today
Join Us for CEO Strategies 2026
Have you signed up 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. Use the button below to register now. Register Now
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