With Sharetec Velocity, all the tools your employees need to handle daily member transactions and tasks are combined into one easy-to-use interface. Your credit union team will have access to more automation and cross-selling opportunities than ever. And as a result? You’ll be able to provide members with a smoother, more robust, and customer-centric experience.
Some of our highlight member services tools include:
We offer financial services for you SMB customers, including sweep accounts, special fee structures, daily balance requirements, and item tracking.
Sharetec's cross-selling tool allows you to personalize the member experience and identify products and services your members would be interested in (and applicable for!). Offer your members the opportunity to purchase these products right through your credit union.
You can send and receive documents electronically, meaning faster transactions and the ability to go paperless.
Another paperless solution, eReceipts allows you to send receipts to your members electronically, saving time and eliminating paper.
Please contact us if you're not entirely satisfied with your current system provider or if you are interested in moving to a fully web app system. At Sharetec, we focus on improving customer-facing experiences. We hope to hear from you soon!
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