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What Is Cross-Selling?

To achieve and maintain success in today’s Credit Union industry, financial institutions need to understand and implement effective solutions to promote cross selling. Continuity Programs* defines cross selling in the context of Credit Unions as, “the marketing and selling of additional financial products above and beyond those the customer has already purchased. The technique involves offering and effectively marketing additional services, investment vehicles or other products.”

Did you know that Sharetec can help your Credit Union capture a larger share of business from your existing members by improving its cross selling? Your members are constantly being solicited by your competitors, so it’s more important than ever to know your members’ needs and to take action on every opportunity to sell. Yet how will your staff know which members qualify for a particular product or service, and how can they successfully promote those products and services to members to clinch the sale?

Sharetec’s Cross Selling feature can help your Credit Union outshine the competition and secure additional sales from your existing members. Sharetec’s solution is simple—it facilitates the conversation between employee and member. When a member meets all of the predetermined criteria to qualify for a product or service, a cross selling window appears on the screen to alert your staff of the opportunity. The prompt provides a customized script so there’s never any confusion as to what to say. Your staff will appreciate how this feature helps them easily explain products and services. They’ll also enjoy how the system carefully keeps track of each sale and promotion by user so employees can reap the rewards at bonus time.

Now is the time to increase your Credit Union’s success with Sharetec’s smart and efficient Cross Selling solution. Your staff will be well prepared and empowered to take advantage of every opportunity, which can translate to increased sales and greater success for everyone involved.



It is very important that users attend this critical information sharing event to stay on top of what the Sharetec system has to offer. To keep the registration price low, we have done our best to keep the costs of the conference to a minimum while still bringing invaluable material to you. We hope you can attend and join us for what we believe will be the best Sharetec conference to date.

We will be hosting an event on Sunday evening so be sure to plan your reservations to arrive in the morning or afternoon on Sunday, September 17th, 2017.

register now

   *If you have already registered, be sure to reserve your hotel room soon.

For more information, visit or email Carrie at This email address is being protected from spambots. You need JavaScript enabled to view it..

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Credit Union tellers are often caught “off balance,” with much of their time spent accounting for cash and balancing cash drawers—all while trying to provide the best customer service. The teller’s main focus should be on the member, with exceptional service and cross-selling topping their to-do lists.  

Sharetec’s Cash Management service automates your tellers’ routine cash-related duties, allowing them to shift their focus from cash to customer. With this shift, your Credit Union can employ people whose skills are better suited to serving the diverse needs of your members, which can assist you in improving customer service and meeting your cross-selling goals.

Teller Cash Inventory  

Daily tracking of exchanged cash and coin demands complete accuracy. Balancing cash at day’s end can be cumbersome, and being out of balance can be exhausting. Teller Cash Inventory carefully records specific denominations of all exchanged money so when things fail to balance, your staff can identify the missing denominations with ease.

Teller Cash Inventory:

    • Reduces out of balance occurrences

    • Keeps a detailed record of exactly what cash/coin was exchanged and the specific

    • Saves your tellers time at the end of every day

    • Can be turned on/off by the teller (a new teller may need it, but an experienced teller may not)

Vault Balancing  

Most Credit Unions keep hand-written ledgers in their vaults to manually record all transfers. And those same entries are entered into a general ledger system. With Vault Balancing, teller drawers and vault balances are auto-updated with each transfer, ensuring that you always know the exact denominations in your vault, in each drawer, and any cash in transit.

Let the ease, speed, and accuracy of Sharetec’s streamlined and automated Cash Management service help your Credit Union find the perfect balance!

target audience
Most Credit Unions have come to realize the difficulties of maintaining vital employee/member relationships, and the importance of sharpening their competitive edge. After all, no Credit Union wants to be perceived as “off target” to their members as they strive to increase business and rise above the competition. 

For those Credit Unions who truly want to “hit the mark” with their members, Sharetec’s Target Marketing Solution offers an extremely powerful tool. This solution enables Credit Unions to deliver tailored messages to their members by analyzing every one of their transactions. By doing so, it pinpoints a member’s activities, hobbies, life events and financial product mix, allowing for a personalized online customer experience. Every transaction is assigned a tag called a Key Lifestyle Indicator (KLI); and based upon the member’s uniquely defined combination of KLIs, he or she is offered a selection of qualified Credit Union products that match those specific needs and interests.

Such highly personalized target marketing is quickly becoming the “norm” in our modern online banking world—which is why so many Credit Unions have opted to take advantage of Sharetec’s Target Marketing Solution. Perhaps it’s time for your Credit Union to take precise aim at your business challenges and your members’ diverse needs so you can reach a new level of success in 2017!



$77 million CU sees 500% growth in eStatement & eNotices penetration
Winnebago Community Credit Union (WCCU) in Oshkosh, WI, wanted to improve their cost savings and operational efficiencies, as well as member relations.

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, visit