Client News provides the information you need to stay current with what’s happening.
You may also want to check out the press release section.
You may also want to check out the press release section.
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 »
This course introduces participants to ACH processing. Participants learn how to enter, maintain, and track ACH information. Participants will also gain a basic understanding of ACH transfers and learn how to use ACH as a credit union settlement tool. By the completion of this course, participants will be able to: Explain how to develop an… Read more »
Take a look back at some important topics from the first half of August 2026: Meet Your New Estate Planning Program Powered by Legal Karma July Owner’s View Monthly Recap Rescheduled: Join Us for a Conversation On Instant Payments Make the Most of Your Credit Union’s Initiatives with Strategic Release Management! Join Us for CEO… Read more »
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! The October… Read more »
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 »
Thursday, September 3rd 3:30 PM – 4:00 PM ET This Month’s Focus AuditLink Services AuditLink offers multiple services to credit unions to help alleviate internal compliance burden. If your credit union is struggling with policies, procedures, or internal bandwidth in the world of ACH monitoring, BSA compliance, or vendor management, this event is for you!… 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 »
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 »
The number one communication piece mailed to a member is the periodic statement. This course concentrates on the available configuration features within the core and how changes affect statement creation. This course will help participants understand the statement insert process and the key deadlines that need to be met to ensure accurate and timely statement… Read more »
As iOS App Store approvals for Mobile 9.0 are delayed, we can no longer commit to migrating all credit unions at once to the new cloud-based platform on August 18th. Please read the updated information below about how the MACO re-enrollment process will happen, and how to communicate to your members about the upcoming changes… Read more »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following. View the Video
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
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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