Embracing a Digital Banking Strategy


Integrating Sharetec’s Dashboard 2.0 into your credit union’s daily workflow can be a critical component of your digital banking strategy.  Dashboard 2.0, powered by Microsoft Power BI Business Analytics, is designed to streamline back office, management and Board reporting while providing accurate and up-to-the minute insights into the treasure trove of data contained within your credit union’s core system.  Ultimately, the savings in automating the reporting process along with more accurate insights gained on member habits and product usage translate to a greater focus on the member and improved member experiences.

The best part about Sharetec’s Dashboard 2.0 is that you don’t need an IT department or technical expertise to set it up!  While users do have the ability to create their own analytics, Dashboard 2.0 is delivered allowing users to see daily Trend Analysis, ROA, Loan to Share, and Deposit and Loan breakdown on any desktop, tablet or mobile device.  Users can break down loans by loan officer, type of loans, or by branch and break down delinquent loans by loan type and loan officer.  Users can also see where members’ residences are concentrated, what products they are using, the age breakdown of your entire membership and so much more.  Plus, Dashboard 2.0 simplifies the process of generating time consuming Board reports while providing Board members with reports that are visually pleasing and easier to understand.

For more information on Dashboard 2.0 or to schedule a demonstration contact your Sharetec sales representative at This email address is being protected from spambots. You need JavaScript enabled to view it..