Users can track tasks and follow up items for members by using the Member Contact screen. Available in any workspace from the Tools menu, this screen will allow users to create notes and tasks that can be assigned to a specific member record for easy storage and organization. Multiple users can contribute notes to each task as they are completed.

If a member is having problems logging into Sharetec Home Banking, anyone logged in as the Admin user can see the reason for the trouble by looking at the system log. Examples of issues can be wrong email address, incorrect password, or incorrect answer to a security question.


Bradford-Scott offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for credit unions. PFM empowers your online members, giving them a holistic view of their financial assets, liabilities and budgets.

The Personal Financial Management software provides a robust set of out-of-the-box solutions for your credit union. Increase share wallet, expand your markets, and increase retention and satisfaction with Personal Financial Management. Contact us for more information.

Read this article from American Banker, “Getting People To Use PFM”. What would it take to make personal financial management apps more popular? Cash flow predictions and deeper spending insights, say many observers in this market, from entrepreneurs to analysts to bankers. Click here to read more.

A Javelin Strategy & Research study in 2011 showed that 1 in every 4 consumers and 1 in every 2 mobile banking users wanted mobile deposit. Your members like technology that lets them deposit checks without visiting the credit union. It is becoming a must-have for members and many credit unions who are not already offering this service. The rising appreciation for mobile deposit alone has convinced many members to switch to credit unions that offer mobile deposit.

Sign up for Remote Deposit today and offer your members mobility and anytime – anywhere convenience. For more information, email us.

Check out this article from 2/5/2013 

Mobile Deposit Combines Best of Both Banking Worlds for Credit Unions
Remote deposit capture, long tied to the PC and desktop scanner, has arrived at its ultimate destination – anywhere, anytime check deposits through popular mobile banking capabilities and smartphones. Click here to read more.

Mobile Banking is simple to use, fast, convenient and easy to deploy. Members are constantly on the go. Mobile Banking allows members to securely manage their accounts on their mobile devices whenever and wherever they go. The strength of your credit union lies in their hands.

According to Bank Innovation, 20% of all banks have a mobile banking app. Do you have a mobile banking app?

Read the full article, “What Mobile Banking Means to Banks”.