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NDS Sharetec Xsell 05 18

Would you like to drive more interest and sales of your product and service offerings? It could be as simple as prompting your member for their email address so they can take advantage of hearing about weather related late openings or your next member event. Or perhaps you have a really special loan promotion that is targeted for a select group of members? Sharetec Cross Selling is just one of many effective tools available to aide member satisfaction and grow your value proposition.

Sharetec provides your credit union with the tools that can help your credit union leverage its technology investment to amplify desired behavior and drive results. Combine Sharetec’s embedded Metrics along with Cross-Selling to promote your capabilites.

With the Sharetec Cross Selling feature turned on, credit union staff can be prompted to promote key products and services to members at chosen times when performing transactions or through member facing products such as Home and Mobile Banking. Sales scripts can also be created for staff to ensure consistency in the delivery of your promotions. Promotion attempts and results are then tracked providing management with follow up tools.

One of those tools, Contact Manager provides an efficient way for the credit union to record member requests for information into a shared database that can be accessible to all employees. Management can track the progress and response time for follow-up and employees can talk intelligently to members on call backs without asking the member to repeat themselves.

Technology should play a critical role in the success of your modern credit union and its ability to meet sales and growth objectives. For more information on how Sharetec’s Metrics, Cross Selling and Contact Manager features can help your credit union, contact us today at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Now that you have downloaded the Conference app and created a user account it is time to get familiar with what’s inside! 

You can find everything you need to know about sessions in the Schedule! Tap on the dates at the top of the screen to navigate through the schedule. Tap on a session name to get more details.  Below the session description text, you may see links to other items in the guide, surveys, PDFs, and/or websites as additional resources.

Create your own custom schedule by tapping “Add to my schedule” or the plus sign symbol from sessions in the Schedule. Now when you select My Schedule you will see your custom schedule! You can add and delete items from you schedule at any time. 

Stay tuned for more mobile app lessons in the weeks to come!

 

 

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Guest Blogger: Cole McCollum


Have you ever considered how many “special agents” you have walking around your Credit Union on a day-to-day basis?

Perspective changes everything. It adds color and life to the black and white and mundane. In the words of John Keating, the famous English teacher of The Dead Poets Society, “Just when you think you know something, you have to look at it another way. Even though it may seem silly or wrong, you must try.”

You may know your Credit Union like the back of your hand. Maybe you’ve worked there for decades. Or perhaps you are just now getting your hands into the rich soil of Credit Union-Land. Regardless, perspective changes everything. So consider this:

  • According to the FBI, approximately 18% (if not more) of international terrorism cases are directly related to BSA filings.

  • According to the Office of Homeland Security, the only way to stop ISIS and other terrorist organizations is to cut off their money supply.

  • BSA - the Bank Secrecy Act - is intended to combat illicit transactions and directly connects local financial institutions with anti-terrorism efforts abroad.


From the perspective of the Bank Secrecy Act, reconsider the opening question: Have you ever considered how many “special agents” you have walking around your Credit Union on a day-to-day basis? 

Each and every Credit Union employee has a role in fulfilling BSA requirements, and thus combating terrorism. One need only view pictures from 9/11 - or for that matter, the evening news - to be reminded of how important this fight is. Want to make a personal, immediate difference? Want your work to matter in the fight against ISIS and other terror organizations? Champion BSA compliance!

Certainly, the Compliance Officer is the most direct contact for all things BSA. However, each and every Credit Union employee has a role and responsibility to leverage their position for the keeping of BSA requirements. Ensuring transactions over $10,000 are reported on CTRs, notifying appropriate management in regards to suspicious actions or individuals...all have the potential to directly impact the war on terror, in all its forms. There is no such thing as an unrelated Credit Union role, in this fight. BSA compliance is directly impacted by all Credit Union staff, from the front-line to the back office. Attentiveness, communication, and an eye for the odd...all are important characteristics for Credit Union Special-Ops. 

Want your job with your local Credit Union to make a difference in the war on terror? Look no further than the BSA. Know it, keep it, champion it! For the sake of our communities, our country, and our world. It’s one reason why I’m acquiring my BSA certification through CUNA. Regardless of the route you take, realize your part to play in the BSA!

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The New York Credit Union Association’s (NYCUA) 2018 Annual Meeting & Convention is just around the corner! As you gather in Saratoga Springs at the Saratoga Hilton on June 7–10 to network and learn from the best, don’t forget to join us for an eye-opening experience at the Sharetec Booth! 
  

As credit union representatives gather with industry peers from across the state, the goal will be to recharge, reconnect and celebrate this year’s Convention theme: New York Credit Unions: A Force for the Future!
  

The Convention’s educational sessions will feature well-known and highly respected authorities on issues affecting today’s credit unions. Attendees will take away new strategies, tactics, tools and insights from some of the most sought after experts in the industry!
  

Sharetec has learned that the NYCUA Convention is the place to connect with hundreds of New York credit union leaders and build awareness about our unique offerings. We are looking forward to demonstrating how our core processing solution provides the necessary tools to improve member facing technologies, efficiencies, up-time, service and support for your members.
  

We’ll be dedicating our time at the Convention to helping you learn more about our innovative solution. We want you to discover how Sharetec can truly help your credit union become A Force for the Future! Stop by for a demo and let us answer your most pressing questions. We hope to see you in Saratoga Springs!

 

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We are hAPPy to reveal the new Sharetec Users Conference app!  

 
Be sure to download the app and create your user account by June 8th to be entered to win one of three spots on the VIP tour at Knibbe Ranch.

Email us at This email address is being protected from spambots. You need JavaScript enabled to view it. if you missed the invitation and would like to receive it again.