Client Services

  • Has your credit union recently reviewed your current users in AnswerBook?  Has your credit union ensured all contact information is up-to-date?  To obtain a list of your current users in AnswerBook, click below and submit a request to our CSR team today. Click Here to Get Started Looking to give new users an overview of…

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  • Check out these 9 videos to learn how your credit union can utilize various features of AnswerBook! Have new employees who are not familiar with AnswerBook?  Click here to show them an overview video that discusses the benefits of using AnswerBook and details how questions are submitted and passed along to appropriate teams here at…

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  • Attention CU*Answers clients: effective October 1st, 2023, pricing for CU*BASE Custom Training Edition (CTE) will be increasing.  The monthly cost will increase from $250.00 per month to $350.00 per month.  These price increases will apply to any/all clients using CTE, including current subscribers.  This is the first time we’ve adjusted prices since CTE was first…

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  • Does your credit union need to add a new user ID to CU*BASE or delete an existing user ID?  The process is FREE and easy!  Simply fill out the form on our online store and provide the signature of one of your current security officers.  Click below to get started! Get Started Need help with…

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  • Need to grant upload/download permissions in CU*BASE to one of your employees?  Or need to review which employees currently have the ability to perform these actions? Visit the CU*Answers store today and complete a request form.  You will need to provide the following when submitting the request: Authority needed Employee name CU*BASE User ID Signature…

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  • CU*BASE Security Officers have the ability to request new users, delete existing users and request changes to upload/download authorities.  Does your credit union need to add a new Security Officer or remove an existing one?  Use the button below to visit our online store and submit a request.  After a request has been submitted, the…

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  • Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts…

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  • Join the Client Services and Education Team as we explore a day in the life of a Teller/Member Service Representative.  This course is geared toward new team members or current staff that would like a refresher in CU*BASE GOLD.  We will concentrate on the tools that help users answer various member inquiries relating to accounts…

    Read More