CU*Answers Client Service and Education Team is in full gear developing the Regional Training Event agenda’s for 2013. “The agendas this year will be sales and marketing driven, designed to introduce our clients to marketing tools, strategies and best practices”, states Pauline VanZalen, Manager of CU*Answers’ Client Service Team. The Regional Training Events that CU*Answers…
The West-Michigan based cooperative CUSO, CU*Answers delivered Year End training sessions to all clients in December. The sessions covered the year-end processing guide for both in-house and online clients. The guides are filled with year-end preparation tasks along with a calendar of events to keep the credit union on track. Melissa Fulgenzi, Account Executive for…
CU*Answers Client Service and Education Team announced ongoing support for their network partners, CU*SOUTH of Mobile, Alabama and CU*NorthWest in Spokane, Washington. The CU*Answers team of experts are the natural go-to for their partners that may need additional resource for client training, conversion training and conversion support. Working closely with their partners, cross-training and collaboration…
West Michgan-based cooperative CUSO, CU*Answers, announced a new training initiative. In an effort to train new Client Service Team members on supporting TCD’s, the staff at local Grand Valley Co-op grants CU*Answers team multiple site visits to see first-hand how the physical machines operate. For newer CSR team members that understand the software side, but…
CU*Answers, the 100% credit union-owned CUSO, stated that their Client Service and Education Team delivers a Did You Know newsletter to their clients on a monthly basis. This newsletter holds new information to be aware of and has something noteworthy to remember. The December 2012 publication CU*Answers announced its new Online Campus which features new…
CU*Answers Client Service and Education Team delivers The Education Report to their credit union clients on a monthly basis. The newsletter updates clients of upcoming events as additional classes are often added to the published annual education calendar throughout the year as needed. This year CU*Answers announced a new series of classes called Dashboard Dives.…
Cooperative CUSO, CU*Answers announced that each month it hosts a free web conference called Education Express. This event is designed to bring awareness to clients on industry related events, CU*BASE® software topics, or new products and services that CU*Answers is rolling out. The CUSO also reports that participation has been growing over the past six…
The 100% credit union-owned CUSO, CU*Answers, has finalized rollout of its new online campus to all of its credit unions. This campus allows staff to take classes that fit their schedule at a pace that works for each staff member’s learning style. CU*Answers has partnered with CU Training, Inc. to utilize its content-rich delivery system…
CU*Answers, the 100% credit union-owned CUSO, has updated its CU*BASE® data processing software with new graphical features to analyze Loan Portfolio Concentration Risk. This feature allows staff and board members to get a true grasp of what their concentration risk looks like by business segment. “This change exemplifies the fact that our development is driven…
CU*Answers, the 100% credit union owned CUSO, announced that their Client Interaction Management Team (CIMT) is partnering with the Sales Team to assist with product demonstrations for potential clients. “We are now able to bring a more diverse group to a product demonstration for a potential client, by engaging our product experts”, says Laura Welch-Vilker,…