Wouldn’t it be nice to effectively facilitate your credit union staff’s training in familiar territory - for instance, in the comfort of your own “CU home?” Thankfully, Sharetec’s
Training Database feature brings new meaning to the words “home sweet home” by enabling you and your employees the option of convenient in-house training.

As one of Sharetec’s innovative features, the system comes equipped with a secondary database - a mirror of your credit union’s live database. This allows your staff to learn and explore the system at their own pace, and in their own familiar environment. Employees can easily acquaint themselves with the “in’s and out’s” of the Sharetec system while utilizing the virtual copy of your database as a learning tool.

It’s “home sweet home” for Sharetec credit unions as this handy setup provides a comfortable, safe, secure and effective way to train new staff members. What’s more, experienced staff can also use the Training Database to cross-train in the environment that they are most accustomed to - their day-to-day workplace. With Sharetec’s Training Database, home is definitely where the heart is - as well as successful in-house training! 

Embracing a Digital Banking Strategy


Integrating Sharetec’s Dashboard 2.0 into your credit union’s daily workflow can be a critical component of your digital banking strategy.  Dashboard 2.0, powered by Microsoft Power BI Business Analytics, is designed to streamline back office, management and Board reporting while providing accurate and up-to-the minute insights into the treasure trove of data contained within your credit union’s core system.  Ultimately, the savings in automating the reporting process along with more accurate insights gained on member habits and product usage translate to a greater focus on the member and improved member experiences.

The best part about Sharetec’s Dashboard 2.0 is that you don’t need an IT department or technical expertise to set it up!  While users do have the ability to create their own analytics, Dashboard 2.0 is delivered allowing users to see daily Trend Analysis, ROA, Loan to Share, and Deposit and Loan breakdown on any desktop, tablet or mobile device.  Users can break down loans by loan officer, type of loans, or by branch and break down delinquent loans by loan type and loan officer.  Users can also see where members’ residences are concentrated, what products they are using, the age breakdown of your entire membership and so much more.  Plus, Dashboard 2.0 simplifies the process of generating time consuming Board reports while providing Board members with reports that are visually pleasing and easier to understand.

For more information on Dashboard 2.0 or to schedule a demonstration contact your Sharetec sales representative at This email address is being protected from spambots. You need JavaScript enabled to view it..

Most credit unions are certainly accustomed to the requirements of government reporting—and are especially familiar with the aggravations brought on by these tasks. Assembling all of the necessary paperwork and meeting the strict deadlines can be challenging to say the least, not to mention extremely time-consuming. The busywork typically has a way of taking valuable time away from staff, who are trying their best to offer consistent and exceptional service to members.  

Fortunately, Sharetec offers a Government Reporting solution that can eliminate those problems, allowing you and your staff to complete these reporting tasks without the usual headaches and time consumption. Sharetec’s Government Reporting filing service ensures that all of the necessary forms are sent directly to your members, and then electronically files them with the government. Such auto-reporting means that you don’t have to lift a finger! What’s more, the solution does a superb job of handling multiple types of forms including 1099-div, 5498, 1099-c and 1098.

As with all of Sharetec’s invaluable features, the Government Reporting solution truly brings the technology of simplicity to life. And such simplicity will undoubtedly help credit unions devote more time to achieving key goals—such as improving member service and growing its membership to new heights.


Leading Credit Unions into the Digital Revolution, Eltropy uses their world-class digital communications platform to help Credit Unions improve operations, engagement, and productivity. Teams across the entire Credit Union can leverage Eltropy’s award-winning, secure and compliant Text Messaging platform to increase member engagement, as well as relevant insight via Analytics.

Sharetec Credit Unions like Harvester Financial Credit Union and Platinum Federal Credit Union have utilized Eltropy’s digital communication services to provide their members a variety of opportunities through lending, sales, marketing, IT, contact center, collections, reviews, and more.

To read the full success story, click here

"Eltropy is a great partnership for Sharetec because it allows our Credit Unions the power to connect with their members and stay competitive in a world where quick service is so important. This platform is easy to use and comes with so many benefits: workflows, automations, compliance and security all in one,” comments Carrie Heck, Regional Director for Sharetec.

savvy money1
Do you want to provide your members a unique solution to save them money with personalized offers? We have a solution for you that will break through the clutter, educate your members, and position your credit union as a leader in the finance industry.

SavvyMoney and Sharetec are partnered together to provide Sharetec Credit Unions a credit score solution for every online and mobile banking platform, helping your members take control of their finances.  

  • Drive engagement

  • Empower your members to take control of their credit

  • Integrate credit score functionality into your mobile and online banking

  • Turn insights into smart lending opportunities

SavvyMoney's analytics platform will identify loan opportunities for your members based on their credit profile and your lending criteria, which means you spend less time identifying leads and more time helping users find savings.

For more information, please reach out to your Sales Representative or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.