Client News provides the information you need to stay current with what’s happening.
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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 »
Two for Tuesday with CEO Geoff Johnson – 7/14/2026
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. Have a question for Geoff? Have a question for Geoff? We’re gathering questions for possible inclusion in future episodes of Two for Tuesday and… Read more »
2026 ACH Audit and Risk Assessment Now Available
CU*Answers has completed its ACH Audit and Risk Assessment for Fiscal Year 2026. You can download the report 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 requesting ACH audit… Read more »
Lending Communications are Easier Than Ever with CU*Chat!
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
Enhancements to Interest-Only Loans Coming Soon – What You Need to Know
We are excited to share Enhancements to Interest-Only Loans coming soon! Project #63501 will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types. This project is currently targeted for July 14th. Additional details on this project are listed below. If you have any questions, please reach… 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 »
Enhancements to Interest-Only Loans Coming Soon – What You Need to Know
We are excited to share Enhancements to Interest-Only Loans coming soon! Project #63501 will add new configurable options for interest-only loans, as well as corrections to certain behaviors for these loan types. This project is currently targeted for July 14th. Additional details on this project are listed below. If you have any questions, please reach… Read more »
Lending Communications are Easier Than Ever with CU*Chat!
Lender*VP invites you to learn all about their newest product for lending, CU*Chat! A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless… Read more »
Reminder – Employee Security Updates to the CBX LOS
On Tuesday, July 21st, we will be deploying enhancements to our employee security settings for the CBX LOS. These enhancements will allow you to control which employees are able to create or access loan applications for existing members, as well as which employees are able to book/create loan accounts. These checkboxes will be live in… Read more »
Get the Most Out of CU*Forms – Join One of Our Upcoming Workshops!
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! We’ll highlight helpful tips and tricks, and answer any questions you might have relating to CU*Forms. Click… 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
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
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
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