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Training Tools

Engage, empower, excel with training tools from CU Training.

Intuitive Training Tools to Supercharge Learning

Take your organization's training to the next level with tools that engage and empower employees. CU Training's user-friendly training tools include the Mentor Pro course authoring and customization application, the COMPASS online product and services catalogue, and The CUizz quiz game creator.

Mentor Pro integrated course authoring and customization application Powerful, yet easy to use, Mentor Pro course and exam authoring application helps ensure your credit union's unique policies, procedures, and branding are reflected in your training content. With its non-technical, intuitive interface, Mentor Pro allows trainers to focus on content and learning objectives — no technical expertise required.

Features and benefits include:
  • Use to easily customize existing library content, or to create your own courses and exams.
  • Align training with your unique brand, culture, and business requirements.
  • Contains built-in templates and reusable content to simplify and accelerate course creation.
  • Features flexible templates for learning objectives, questions/answers, scenarios, quizzes, and more!
  • Includes a library of images and avatars/presenters, but also enables you to upload your own.
  • Enables you to incorporate videos, graphics, documents, and other elements.
  • Includes a ‘Click to Accept’ template to satisfy acceptance of Code of Conduct and other policies.
  • Can import and/or link to external documents such as policies and agreements.
  • Highlights content that has been updated, even in customized courses.
And of course, all CU Training’s products and services include our friendly and knowledgeable support, available via e-mail or toll-free telephone.

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COMPASS searchable online products and services catalogue Get staff on the same page with COMPASS, the Catalogue of Member Product and Services Solutions. An online product and service catalogue, quick reference, and knowledge repository, COMPASS provides employees with the knowledge they need to improve member service and increase revenues. Whether it's used in frontline communications or boardroom planning, COMPASS is an indispensable training tool.

Features and benefits include:
  • Provides product and service information, when and where employees need it.
  • Contains financial services descriptions, features and benefits, rates and pricing, technical and legal details, sales tips, and customer scenarios.
  • Can be customized to align with your credit union’s unique offerings, brand, and culture.
  • Includes exams to measure employees’ product and service knowledge.
  • Includes product information sheets that can be emailed or printed on demand.
  • Can be linked to credit union-specific documents and forms.
  • Can be used to add and share internal policies and procedures.
  • Provides timely access to information, which increases productivity and employee satisfaction.
  • Helps ensure all product and service information is accurate and current.
  • Can provide employees with sales tips to identify cross-selling opportunities.
  • Can be used to create member scenarios to help employees respond to members' questions.
COMPASS can reduce costs, increase productivity, improve member service, and maximize employee satisfaction. Help your employees make the sale with COMPASS!

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The CUizz is a game creator that engages employees with quizzes that both teach and entertain. Credit union educators can use The CUizz to create custom games that reinforce training and knowledge objectives. It's the fun way to engage and empower employees to excel in their credit union careers.

Features and benefits include:
  • Preloaded with a number of customizable games.
  • Games can be quickly and easily created on any subject.
  • Games can be played individually or as a group, increasing employee engagement.
  • Time-limited questions make the games increasingly challenging.
  • Tracks total points on-screen to provide instant feedback and keep learners motivated.
  • Enables managers to access quiz results to assist with employee coaching.
  • Reinforces knowledge of critical risk and compliance topics.
Raise your credit union’s game with CU Training’s, The CUizz.

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