CBX: A New Look, A Better Core

To keep your credit union on the cutting edge, your core processing system should be able to evolve with the times.

Allow us to introduce CBX! This browser-based processing platform, which will be the new face of CU*BASE, offers a simplified, streamlined and innovative approach for your core operations.

What is CBX?

With CBX, your core processing software just became easier to use and more sophisticated. Skip the hassle of opening multiple web pages. CBX is a platform that uses a single web page within your browser, eliminating the need for multiple pages.

During this initial rollout phase, the CBX layout and processes will look and feel familiar to those who have already used CU*BASE, and “the learning curve for your teams will be low,” according to this article from CU*Answers, our partner credit union cooperative.

With this pivot to a browser-based data system, there are some new features to call out, such as the ability to adjust the screen size. In addition, commonly used items that were once located at the bottom of the page have been moved to a quick-access side panel and/or drop-down menu.

Other popular key features won’t be changing. The shortcuts and search navigation will still be available. Users will still need to be registered in the network to be able to access CBX. In addition, and most importantly, the switch to CBX will not have an impact on your members!

A Powerful Core Processing System & A Collaborative Core Community

Speaking of your members, we understand that there’s a lot to consider when it comes to core. We’re here to help! That’s why Vizo Financial and our payments CUSO, MY CU Services, have teamed up in recent years with CU*Answers.

Through this partnership, we created CUaxis, a collaborative core-focused space that serves as a supportive community. As a CBX user, you have access to CUaxis, which is a helpful hub where you can connect with credit union peers to talk on core trends and tech advancements, ask questions and support the movement! Visit our website to learn more!

CBX Rollout Timeline

The CBX rollout began in March, and for credit unions currently within the CUaxis community, CBX became available to a few select credit unions in April with more becoming available throughout this month. In the weeks to follow, CBX is expected to be available to all by the end of June.

Within the last several weeks, CU*Answers staff have started contacting credit unions to coordinate their transition to CBX. To find out when CBX will be available for your organization, you can check out the CBX availability schedule from CU*Answers.

We recognize that there are a lot more questions to cover on this topic! The video below provides a great overview of all the ins and outs of CBX. Additionally, CU*Answers has provided this helpful guide with a more detailed overview of the CBX rollout on their website, where you can learn more information at your leisure.

Additional CBX Education & Resources

We put together a quick reference list for you below, so you can learn more about CBX and explore new opportunities throughout your core journey!

• Want to learn more about the technical capabilities available through CBX? We will be hosting a complimentary webinar on Wednesday, May 28 at 2:00 p.m. ET! Hear from our in-house experts during the Meet CUaxis and the CBX System Webinar, where we will discuss this dynamic core processing system and answer questions about our helpful core community! Please register in advance online here. We look forward to seeing you soon!
• Take a deep dive into what the CBX rollout will mean for your financial institution and any changes to be aware of by viewing this CBX Introductory Webinar. If you are short on time, there’s also this helpful video, Introducing CBX: An Overview, which includes a brief look into the layout and functionality of CBX.
• Interested in switching to CBX and joining our CUaxis community? Have questions for us about core? Feel free to send us an email at cuaxis@vfccu.org or call (800) 622-7494. We look forward to hearing from you soon!

As the VP, core & digital solutions, Charnell oversees the CUaxis department. She is responsible for developing and managing the overall internal core strategy, as well as our digital banking platform, Zephyr, for the Corporate and our external core strategy with our partnership with CU*Answers. Charnell works closely with executive management and key staff, both internal and external, to ensure a strong strategic partnership that allows us to offer a robust core solution, CBX, previously known as CU*BASE, to our member credit unions.