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Member DSOT

While it’s paramount to take care of urgent member needs today, it’s becoming increasingly important to begin setting your sights on creating memorable, value-added experiences for new members. Doing so will remain key to the long-term growth of your credit union.

A simple and accommodating enrollment process means members are more apt to open an account with your credit union. Sharetec’s Online Member Services facilitates new member enrollment and provides a channel for new shares and loans to be opened by existing members – at any time, from anywhere.

During the on-boarding process provide your new and prospective members with tips that can help them save and build credit. You can highlight your commitment to their financial goals by offering features such as Sharetec’s Personal Financial Management (PFM). Sharetec’s PMF partners with Geezeo and MoneyDesktop to allow members to create budgets, set financial goals and manage cash flow while viewing all financial data on a single screen.

The more invested a prospective member feels that you are in their financial success, the more likely they are to choose you over your competitors. Let Sharetec help you today!