Bradford-Scott offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for credit unions. PFM empowers your online members, giving them a holistic view of their financial assets, liabilities and budgets.

The Personal Financial Management software provides a robust set of out-of-the-box solutions for your credit union. Increase share wallet, expand your markets, and increase retention and satisfaction with Personal Financial Management. Contact us for more information.

Read this article from American Banker, “Getting People To Use PFM”. What would it take to make personal financial management apps more popular? Cash flow predictions and deeper spending insights, say many observers in this market, from entrepreneurs to analysts to bankers. Click here to read more.

Mobile Banking is simple to use, fast, convenient and easy to deploy. Members are constantly on the go. Mobile Banking allows members to securely manage their accounts on their mobile devices whenever and wherever they go. The strength of your credit union lies in their hands.

According to Bank Innovation, 20% of all banks have a mobile banking app. Do you have a mobile banking app?

Read the full article, “What Mobile Banking Means to Banks”.

Are Your Tellers Ever Out of Balance?

Teller balancing is one of the most tedious tasks for your tellers and it’s their single largest headache when balancing.
Teller Cash Inventory makes balancing easier for your tellers. When they are out of balance, they will know the exact denomination they are looking for.
Offer your staff an easy, quick and accurate way to avoid out of balance situations that will save them time by using Sharetec's Teller Cash Inventory.

Contact us for more information.

By default, some transaction codes have the transaction memo pop-up turned on.  This pop-up can be turned on or off in Transaction Code Maintenance.  Go to Administration Workspace – Application Controls – Transaction Codes, double click on the desired transaction code and click Update. If the flag for Tran Memo is marked, the transaction memo pop-up will be active.  Remove the flag to turn off the transaction memo pop-up.

Loan Group Type Change

To change a loan group or type after the loan has already been processed, go to Loan Group Type Change in the Administration Workspace under Member Adjustments. Using this feature will make the general ledger entries necessary as well as change the group and/or type of the loan.