The quickest, most economical delivery for member statements is through Home Banking. Reduce mailing costs, eliminate manual efforts and deliver paperless statements directly to your member via email. Customize Sharetec’s electronic statements to include promotions and cross selling opportunities.  Automatic E-Statements opt-in is also available.

For more information on E-Services from Sharetec CLICK HERE or contact us today at This email address is being protected from spambots. You need JavaScript enabled to view it..


“Internet of Things devices bring virtual ears and eyes into financial business settings, and areas where credit union employees and their customers, vendors and guests work, talk and interact,” Rebecca Herold, president of the Des Moines, Iowa-based SIMBUS and CEO of The Privacy Professor, added.

Herold warned there are growing threats IOT devices bring into credit union environments, such as:

    • Some smartphones “listen” using their microphones at all times – but what are they hearing? Video and photo apps can also capture images such as computer screens, white boards and printed documents on desks. Hacked devices can surveil and record information for extortion or something worse.

    • Wearables – such as fitness trackers and smartwatches – transmit information about activities, locations and dates, among other things.

    • Connected smart printers, copiers, fax machines and other office equipment can unintentionally create pathways between the internet and the credit union's network.

    • Financial organization employees increasingly use digital assistants to help track activities and record meetings. This data, often kept in a cloud location indefinitely, sometimes becomes shared with unidentified third parties.

To read more on this article in the Credit Union Journal click on the link below.


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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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..

NYCUA blog image
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!