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Remote Signautres
Your Credit Union members not only look to you for ease, security and convenience, in today’s tech-savvy world they’ve come to expect it. So why not equip your members with the ability to sign important documents from a distance with Remote Signatures from Sharetec.

Members do not always have the time or the means to actually come in to do business at a traditional brick and mortar Credit Union. In those instances, you can still provide your customers with the support and service they expect—no matter where they are located. This integrated remote e-signature solution allows Credit Unions to securely capture data and legally-binding signatures, which enables safe, reliable and secure remote signing capabilities for members. As a result, these capabilities can help your financial institution build more personal and comprehensive member relationships, and make processing loans and forms easier and more convenient for everyone involved.

Sharetec’s Remote Signatures solution enables Credit Unions to:

  • Improve member service with fast, easy, secure and convenient new account setup or loan application completion from a distance.
  • Reduce manual work and eliminate errors by capturing members’ signatures that are securely sent back to your system.
  • Simplify member data updates and integrate with system records to automate new account setup, change of address, and more.

Not only does Remote Signatures provide members with a reliable and secure way to do their business remotely, it assists Credit Unions with enhancing their member relationships and improving operational efficiency—making it a win-win solution for all.

targetmarketing

Since the surge and success of online banking, many credit unions have realized how challenging it can be to preserve that all-important employee-member relationship. And most have struggled with how to maintain customer relationships while keeping, and even boosting, their competitive edge.

With Sharetec’s Target Marketing solution, credit unions can meet those challenges head-on by delivering tailored messages that are designed to reach the appropriate members at the right time.

The Sharetec Target Marketing solution is a personalized online customer experience that involves analyzing each transaction a member makes to pinpoint his or her activities, hobbies, life events and credit union product mix. Each transaction is assigned a tag called a Key Lifestyle Indicator (KLI). Based upon the member’s uniquely defined combination of KLIs, he or she is presented with a selection of qualified credit union offers that match those specific interests and needs. Such personalized target marketing results in increased product penetration, which can translate to a higher success rate for you—thanks to a marketing approach that takes aim at your business challenges and your members’ diverse needs.

pig sky

With Sharetec’s Mobile Deposit, your credit union members can enjoy freedom and ease when it comes to depositing their hard-earned money. Whether relaxing at the beach or running errands around town, members can simply snap a picture and securely send the image on its way!

Sharetec’s Mobile Deposit, a member-based Remote Deposit Capture (RDC) solution, enables members to use their smartphone or tablet cameras to take photos of checks for submission. Making a deposit is easy – you log into mobile banking, select deposit check, enter the amount of the deposit, take an image of the front and back of your check, and then submit it to the financial institution. Mobile Deposit formats the images, automatically corrects any distortions, and confirms that it meets Check 21 and mobile image quality standards.

Robust and multi-layered security and fraud prevention tools allow the exact device, time, and location to be identified so both the Credit Union and the member can rest assured that all transactions are safe and secure. And your valued member can return to the important tasks at hand—or to the tranquility of the beach.

 

documentmngr

Sharetec’s Document Manager
lets you store member documents safely in electronic folders and takes forms handling and storage to a new level inside the core. No longer does the credit union have to be concerned with maintaining expensive filing systems to store member documents. The days of huge filing cabinets and storage areas with hundreds of boxes of documents are gone forever.

Document Manager
Stores all forms related to your members electronically, including the following:

  • Loan Applications
  • Credit Reports
  • Membership Cards
  • Share Draft Agreements

The Benefits
Your employees have access to all necessary documentation without leaving the core! Simply select the member number and all of the documents for that member are accessed from one location in the system. No more searching for loan folders or membership cards, everything is now at your fingertips.

  • Saves the expense of off-site storage
  • Provides immediate access to documents
  • Eliminates the need to make multiple copies of documents for different departments
  • Reduces the amount of time spent filing documentation
  • Copies of the signed document can be reprinted immediately
  • Centralizes member documentation into one convenient location

MoneySign
Your Credit Union members know the value of a well-managed dollar—so why not help them handle their finances in an easy and convenient way? Through partnerships with Geezeo and MoneyDesktop, Sharetec offers Personal Financial Management (PFM)
, providing your Credit Union members with the online simplicity and tools they need to succeed.

PFM allows your members to develop budgets, set financial goals, and manage cash flow—while viewing all of their financial data on one screen. All of these features can be included in a white label (credit union branded) product, ensuring your members never need to connect with another financial institution. Such account aggregation enables member accounts from other institutions to be displayed, and records from more than 18,000 financial institutions to be gathered and leveraged—so you stay competitive.

With access to Sharetec’s PFM tools, your members will enjoy key advantages that few competitors can provide, and they will value the convenience of managing all of their financial relationships in a one-stop setting. What’s more, PFM will place your Credit Union in a position of empowerment for your members, as a true advocate for their financial well-being and success.