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.

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Your Credit Union members know the importance of ease, speed, convenience, and security when it comes to remote banking. With Sharetec’s Mobile Banking, your members can have all that and more.

Sharetec’s Mobile Banking provides members with an easy, fast and secure way to remotely manage their accounts. With a touch of their smartphone, members have an easy-to-use, easy-to-read banking screen at their fingertips, enabling them to view balance information, bill payment options, funds transfers, and locations of ATMs or branches. And with Sharetec’s advanced encryption technology, our Mobile Banking allows your members to bank with complete confidence that their personal information is protected.

Our Apps—developed specifically for the smartphone user and supported by Android and iPhone—provide quick access to the sign-on screen and to account information. For smartphone users who regularly browse the internet, Sharetec’s Mobile Website allows members to retrieve account information and make transactions from their phone’s web browser, on a site optimized for the mobile experience.

Features on our Apps and Mobile Website include the ability to:

• View balance information

• View detailed transaction activity

• Find ATMs and branches

• Transfer funds

• Pay bills

Remotely Deposit Checks

With all of these benefits “within touch,” credit unions and their members are sure to discover that Sharetec’s Mobile Banking is the easy, fast, convenient, and secure way to go!

What Credit Union wouldn’t enjoy utilizing a proven Return on Investment that offers leading-edge technology? With Sharetec’s eServices Enrollment, Credit Unions get just that—a powerful tool that has been consistently shown to reduce costs, improve marketing efforts and communication with members, and drive revenue growth.

The benefits of eServices Enrollment are substantial, enabling Credit Unions to:

  • Obtain over 95% Penetration in eStatements and eNotices in a month
  • Reduce costs dramatically compared to your peer's eStatement penetration rates
  • Provide your members quicker turnaround time
  • Increase security

By opting for eServices Enrollment, your members will enjoy remote account access and paperless systems that accommodate their fast-paced lifestyles. Members can view and print their eStatements and eNotices from any device with internet access. Plus, Sharetec’s secure, user-friendly online enrollment lets members register when it’s convenient for them―saving you and your staff valuable time. Sharetec’s eServices Enrollment is clearly a proven and powerful tool designed to equip your Credit Union with forward momentum while providing your members with the innovation they demand.

Declining Interest Income Only a Bump in the Road for Credit Unions Using Sharetec

BOCA RATON FL, July 9, 2014 – Today’s Credit Unions operate in a very difficult and hyper-competitive environment.  With thin margins, increasing regulations and pressures from large banks to provide full service to its members, credit unions are searching for products and services to both attract and retain members.   From business loans to mobile access to account information, today’s credit unions need core vendors that can not only provide services, but also create revenue opportunities for the credit union. In this 21st Century Television feature story, Kevin Kolar, VP of  Bradford-Scott Data Corporation discusses Sharetec Credit Union Software.

21st Century Video


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Imagine a solution that enables Credit Unions to provide high-quality eServices to their members, while lowering their operational expenses. With eNotices, offered through Sharetec’s robust core data processing system, Credit Unions can realize such a solution. eNotices gives members easy, fast and secure access to their account notices, letters, and correspondence, while reducing a Credit Union’s day-to-day operating costs.

With eNotices, members enjoy electronic access to a host of important information including:

  • ACH Overdraft Letters
  • Certificate Maturity Notices
  • Loan Past Due Notices
  • Loan Payment Notices
  • Overdraft Courtesy Pay Notices
  • Share Draft Overdraft Letters
  • Transaction Receipts
  • Variable Rate Notices

Not only do members receive their notices faster than through traditional methods, Credit Unions can enjoy significant cost savings as they reduce postage, envelopes, paper, ink, folding and staff time expenditures. In addition to quick and secure access and cost savings, eNotices is also kind to the environment as members receive all of their vital information electronically. All of these benefits combine to make Sharetec, and its eNotices eService, the smart choice for today’s solution-seeking Credit Union.