Client Services and Education

The Client Service and Education team specializes in a number of areas. From the client perspective, we are the front-line for software questions, education, and best practices. From daily phone and AnswerBook support to continuing conversion training, our team is here to help.

client services and education

CU*Answers understands that not every training approach will work best for every credit union; therefore, we pride ourselves in offering a variety of training methods that accommodate the preferences of our clients from coast to coast! Our team not only provides a bevy of training styles to best fit your needs, we provide all basic training free of charge (the only exception is customized training, which incurs a nominal fee).

If you are unable to locate a product/service, please give us a call at 800.327.3478 ext. 255 to discuss your options with one of our Client Services and Education Representatives.

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The CU*BASE Custom Training Edition (CTE) is a new alternative to the shared simulated training environment (Bedrock Community CU) currently used by all CU*Answers online clients. For a fee, you can have a copy of your own membership data set up as a training environment, available only to your credit union’s employees.

The CTE gives your team a safe place to practice using CU*BASE tools, learn new skills, and experiment with new features without potential harm to your live member data. Because it’s a copy of your actual ­les, both the product confi­gurations and member accounts will be familiar and will behave like they do in your day-to-day environment.

CTE is launched via a separate desktop icon, and employees will sign on using one of the four special training IDs included in your CTE package. Daily and monthly processing will be run by our Operations team as usual, and training data will be refreshed from your live ­les on a quarterly basis.

Whether introducing new employees to CU*BASE or helping existing employees practice new skills, your CTE environment is perfect for keeping your team up to speed on the tools they’ll use every day to serve your members.

Need to build a new staff training program? Integrate our comprehensive workbooks that encourage repetition and practice that guide learners into practicing activities typically part of the daily routine of frontline staff. Four programs are available, Member Services, Teller, Xpress Teller, and Lending, all of which are provided FREE for your credit union to utilize in conjunction with the Bedrock Training Environment, CU*BASE Simulated Training Environment, or with your own Custom Training Edition (CTE).

Popular Products


  • The 2024 Education Catalog is Here!

    Get your planners ready because there’s a wealth of training opportunities coming your way in 2024.  You can click the button below to download a digital copy of the Education Catalog today!


CU*BASE Database Modifications

Reference Guides

  • Client Support Security Policy

    Client Support Security Policy

    For online credit unions: A discussion of how CU*Answers Client Service and Education Representatives as well as other support staff work with your credit union data. Includes a generic CU*BASE Access Security Policy form your credit union can use.