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Sharetec's Xpress Accounts facilitates the entire end-to-end new member enrollment & funding transaction. Included is credit reporting, ID verification, check history, account funding, switch-kit documents & personalized cross-selling for all loan products. All of this is done within minutes.
Utilizing your home banking platform, the system allows new & current members the ability to open & find accounts quickly & easily. Members' have access 24/7 from the convenience of their home or office.
*open accounts
*authenitcate
*funding/decisioning
*switch kit & docs
*upload to core
*cross selling
It is quick & safe, reduces fraud while improving your members' experience! Contact us today for more information.
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Have you seen the all new Dashboard 2.0 powered by Microsoft PowerBI Data Analytics and Business Intelligence Software?
Our partner has designed the Financial, Lending, Membership and Transaction analysis solution to help you dramatically reduce the time it takes to access your vital data.
See the Trend Analysis, ROA, Loan to Share, Deposit and Loan breakdown daily on a desktop, tablet or mobile device. Break down loans by loan officer, type of loans, by branch and much more. Break down delinquent loans by loan type and loan officer. See where your members’ residence is concentrated and what products they are using and the age breakdown of your entire membership. Get your Raw Data Insight using Microsoft AI (Artificial intelligence).
Contact your Sharetec sales rep to see the most affordable full Dashboard 2.0 demo today!
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Sharetec is busy preparing a delicious agenda for its 2020 Users Conference - and you’re invited to treat yourself to an assortment of sweet opportunities!
Registration is now open for the 2020 Sharetec Users Conference, which is scheduled for September 13th-16th at the Hilton Netherland Plaza in Cincinnati, Ohio. Our event will be focused more than ever on offering your credit union amazing opportunities for growth and success.
Many who have attended our Conference in the past have fallen in love with many aspects of our event. Yet perhaps the most worthwhile reason to attend is our educational agenda. And this year’s offerings will be no different, with a lineup that’s even sweeter than before. Feast your eyes on the details at sharetec.com/education.
Other opportunities will also tug at your heartstrings, including the chance to learn the latest industry news and ample time to network with fellow Sharetec users. You’ll also discover how to optimally utilize the system so that your credit union can get the most from Sharetec. And then there is the icing on the cake, those “sweet extras” in which you can indulge, including Cincinnati’s awesome local attractions and the opulence of the Hilton Netherland Plaza itself.
Get ready to take aim at our vast assortment of offerings at the 2020 Sharetec Users Conference - what’s not to love? Register now at sharetec.com/registration.
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As the new year progresses, credit unions continue to analyze their place in the financial system. What sets them apart? What systems do they have that can support these services?
A myriad of financial options are available to customers and more are created each year. The “2016 Survey of Consumer Finance” written by the Federal Reserve, is quoted as saying, “Americans have at least five accounts with different financial institutions, and of those that belong to credit unions, only 20% see it as their primary relationship.” Becoming a customer’s primary financial relationship is paramount for the continued success of any financial institution including credit unions. A human-centered relationship with members has always been a hallmark characteristic of the credit union industry. Leveraging this characteristic requires that the next stage in development for credit unions will be adopting time saving technologies. This will assist in freeing up their staff to provide the human to human interactions that leads to becoming the member’s primary financial relationship. Sharetec is committed to serving credit unions by providing core processing solutions with two goals: make it smarter and keep it simple.
Contact us for more information!
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Members “First” Community Credit Union wanted to increase their non-interest income while improving member relations. Implementing Sharetec's Tiered Courtesy Pay feature provides the credit union with a risk-based fee structure. This gives them the ability to offset the cost of processing and monitoring overdrafts, which in turn, provides a cushion (revenue stream) that is used to offset potential loses. The results - 11% increase in revenue, reduced fee reversals and improved member relations.
