ClickSWITCH Image

Sharetec and ClickSWITCH
continue to uphold the invaluable partnership they forged in 2019, and they are more committed than ever to helping Sharetec credit unions enhance engagement and welcome new members.

For most credit unions, customer satisfaction remains an ongoing focus and they strive to offer the most innovative financial products and services. And because so many aspire to become their members’ primary financial institution (PFI), they know they have to stay on the cutting edge and continue to meet their members’ growing needs.

Fortunately, through the Sharetec-ClickSWITCH partnership, credit unions have a viable solution to help them achieve increased growth and engagement. ClickSWITCH is a technology leader delivering world-class solutions to financial institutions and FinTechs of all sizes. Its unique account holder acquisition technology simplifies the process of bringing new account holders onboard by quickly, safely and efficiently switching their recurring payments from their old accounts to new ones. Essentially, the solution converts account holders into fully engaged customers and allows them to easily move their direct deposits and recurring payments. And its ability to do so seamlessly has demonstrated just how vital it is for credit unions to have such a solution in place.

By providing a seamless, integrated experience through ClickSWITCH, Sharetec helps credit unions reach their goals of increasing deposits and adding new members¾who are very likely to select them as their PFI. Credit unions can easily market to existing members who don’t have checking accounts, showing them how simple it is to switch. And the solution’s ease of use as a means of increasing account holder acquisition and activation rates, engaging during the onboarding process and achieving cross-selling success makes full profit potential all the more likely.

If a credit union fails to offer members what they need and want, they just might look to other credit unions with more innovative offerings, resulting in stagnant or decreasing membership numbers. Don’t let that happen to your credit union - explore ClickSWITCH today!


In our first blog post of this series “2021 Technology Trends - What is in your Strategic Plan” we highlighted several areas that credit unions should consider as we enter the post pandemic era. Ironically, the last item listed in that post, “Reskilling your Workforce” is quite likely the consideration that should be a credit union’s first priority.

As a credit union invests in their digital transformation, workplace adoption will be a key factor in the overall success of those investments. With a workforce that may have been accustomed to manual and often redundant processes, it will be imperative that employees be equipped with skills necessary to make the most of those investments.

Whenever new technology such as a new core system is implemented, employees are directly impacted. Often, these changes can be overwhelming, particularly for long term employees that are reluctant to move on from their old habits and may lack the technological skills to perform effectively. This can lower morale and decrease productivity as the entire team adjusts to the change.

All of this also comes at a time when credit unions are transitioning to a more remote work environment. According to a recent Gartner survey, 74% of CFO’s expect at least some of their workforce will continue to work remotely even after the pandemic ends, adding to the skill sets required by this part of the workforce.

Regardless of whether you are implementing new technologies to gain efficiencies or create a better digital experience for your members, it is critical to develop a plan to manage the change for the benefit of the entire organization. The plan should look beyond rudimentary one-time training. Employees’ skill sets and roles should be evaluated based on the new technology– job descriptions may need to be updated and certain roles may need to be changed in order to better align your talent based on the new requirements.

Additionally, credit unions need to look at training options that are available to them. The days of in-person training may not come back in the post pandemic era. Fortunately, today there are many online solutions available to assist with your efforts. Video training over the internet has proven to be very effective and can be done as time is available. Webinars are also highly effective and are more like a traditional classroom environment. Look for technology providers that have a variety of training options that best fit the unique needs of your workforce.

Lastly, even if the need and benefits of the new technologies have been effectively communicated by management, not everyone will buy in to the need for the new technology. Some will have become too attached to the legacy systems and their old way of doing things. A plan needs to be in place to deal with those employees that simply can’t, or won’t, adapt to the change. Reskilling your employees will not be easy, but if handled properly it will ultimately create a more skilled workforce, improve the overall morale of the organization and lead to a better return on investment.

At Sharetec, we develop core processing solutions with two goals in mind: make it smarter and keep it simple — all while providing a user interface that greatly reduces training time and the need for day-to-day support. Sharetec and its partners provide a variety of training options to fit each credit union’s needs including context sensitive online help, video training, web portals and webinars as well in-person classroom training. We’re dedicated to building on our reputation for quality service, and we’re here to help you grow. That’s our commitment to you.


Credit unions are investing billions in security and compliance, and it’s not looking to slow down over the next year. 

According to CUTimes, identity crimes are modern-day bank robberies, and highly profitable ones at that. Once a cybercriminal is in possession of a member's personal data, it can be used over and over in various combinations. Even though investments in information security products and services have been on the rise, cybercriminals are still attacking any organization they can to gain access to valuable consumer data.

Financial services companies get attacked over a billion times each year. That breaks down to about 30 attacks every second. System glitches were tagged as the culprit for 27% of breaches and 23% were the result of negligent employees. In sophisticated automated attacks, cybercriminals imitate human interaction by running advanced software scripts that display common browser or application behavior, making the attack harder to detect. Which is why Sharetec provides “real-time” fraud monitoring. Our fraud system is actively on the look-out for suspicious activity. 

Sharetec’s Fraud Alerts will notify you if a fraudulent situation is uncovered, whether it be during a member search, a member transaction, new member enrollment, new share or loan openings, or batch postings. 

This year, as you invest in more (and better) technology, make sure you reach out to Sharetec! 

Provide Your Members Faster Access to Account Notices

With Sharetec's eNotices, members have easy access to notices, letters, and other correspondence related to their account. Not only will they get information faster through Sharetec's eNotices than they would through traditional mail, your credit union can save big money on postage expenses, as well as additional savings from envelopes, paper, ink, folding, and staff time.

By making one change, a Sharetec customer saves $11,700 per year.

Members First Community Credit Union in Quincy, IL, reduced their monthly postage expenses from $1,200 a month to $500 a month since they started using Sharetec's eNotices module.

Click here to read more.

It's that easy to reduce paper usage cost, help the environment, and offer your members easy access to their information. To find out more, This email address is being protected from spambots. You need JavaScript enabled to view it. today.


We all know how important it is to meet our members’ needs and build solid relationships with our valued customers - and having the right technology in place can mean all the difference. describes five key ways that technology can positively impact a credit union’s relationship with its members.

Technology can help credit unions:

1.     Provide an Outstanding Member Experience - Many people choose credit unions because of their exceptional and personalized service. As the latest technology is adopted into the business process, services become more streamlined to allow staff to spend more quality time with members. The results include improved outcomes, greater productivity and happier members.

2.     Implement Responsive Money Management - Online banking has significantly altered the way members do their banking and manage their finances. Most have come to expect exceptional digital services with little or no downtime and 24/7 support. Luckily, most credit unions are embracing this trend by offering a variety of apps, transaction portals and security options. After all, a credit union’s primary focus is member satisfaction and by providing an extraordinary user experience, both the member and the credit union’s success are well supported.

3.     Offer Robust Cybersecurity & Data Protection Options - Credit unions are discovering new ways to handle the mounting cybersecurity issues that come with growing technology use. Many are exploring digital tools to assist members with decreasing fraud, heightening their protection and managing their overall security to ensure safe online banking.

4.     Empower Members with Better Products & Services - Technology that embraces leading-edge innovation and solutions to deliver improved products and tools is revolutionizing the credit union industry. Such trail-blazing technology positively impacts the way members are serviced and ultimately leads to their empowerment. It only makes sense for credit unions to proactively lead the way by investing in online and mobile innovation and digital improvements to enhance their members’ banking experience.

5.     Gain a Stronger Understanding of Member Needs - As previously mentioned, may people select credit unions because they appreciate a personalized approach to banking. They favor financial institutions that demonstrate a clear understanding of their needs and provide tailored solutions to help them better manage their finances and achieve their goals. Thanks to technology, credit unions now know more about their members than ever before. This helps with creating personalized experiences and offering more effective tools that result in customer retention.

Sharetec is committed to helping credit unions build solid relationships by staying on the cutting edge of technology. Learn how our innovative core processing solution can help you achieve significant improvements in customer satisfaction and member loyalty at