Winnebago Community Credit Union (WCCU) in Oshkosh, WI, wanted to improve their cost savings and operational efficiencies, as well as member relations. WCCU implemented Sharetec's Auto-Enrollment and have had great results.

"We pride ourselves on our sales and service culture. The benefit to our members is a secure and timely receipt of their statements. We have benefited by saving money due to the lower cost of the electronic delivery." Tony Tiede, President of WCCU

Before WCCU switched to Sharetec’s Auto-Enrollment, only 32% of their members were using Online Banking, and only 16% of those members were using eStatements and eNotices. There are currently 96% of WCCU’s Online Banking members using eStatements and eNotices. That is a 500% growth and an annual savings of $14,500.

To read more, click here.


Now that you have downloaded the 2018 Sharetec Conference app and created a user account, we encourage you to take a peek at the upcoming Conference schedule and the many informative sessions that are being planned. Since the goal of our Conference is to assist your Credit Union in climbing to the peak of success, you will see that vital information—in the form of a variety of sessions featuring best practices and phenomenal speakers—is in the works for our September 17th - 19th event! 

Find everything you need to know about Sharetec Conference sessions in the app’s schedule tool. Simply tap on the dates at the top of the screen to navigate through the schedule, and click 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.  By doing so, you will be able to view your custom schedule for the event whenever you select “My Schedule.” Note that you can always add and delete items from your schedule at any time as you continue to tailor it to best meet your needs.

Keep in mind that the Conference schedule/sessions may evolve somewhat in the coming weeks. Stay tuned for details as we prepare to make our way to the amazing city of San Antonio in September!


“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.


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..

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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..