Additional Services

Service focused, just like you. We provide additional modules designed to give your members the best possible credit union services. Complete your financial offerings and deliver service oriented solutions that members really value, including Home Banking, Mobile Banking and Paperless Enrollment for new members.

  • Audio Response
  • Real-Time Debit/ATM/POS Cards
  • Online New Member Enrollment
  • Shared Branching (Issuer & Acquirer)
  • Personal Finance Manager (Mobile App)
  • Member Document Manager

Home Banking

24/7 Account Access

Home Banking includes account balances, transaction history, draft images, loan applications and much more. Studies indicate that Home Banking increases retention of existing members and attracts new members. Sharetec offers a variety of options including SSO for bill payment and credit card information. Credit unions have the ability to create custom e-statements that can include marketing messages embedded with the statement.

Mobile Banking

Put Your Members a Fingertip Away from their Financial Information

Consumers are mobile. They want account access to their accounts in the car, at a restaurant, even when jogging in the park. Checking balances, paying bills, transferring funds to another account have never been easier. Mobile Banking positions the credit union as a major player in the financial industry.

Audio Response

Bi-lingual Banking by Phone

Transfers, balance information, rates and services are just a few of the features available to members. Credit unions have the ability to customize scripts to meet specific needs. Credit unions can also create marketing messages to promote new products and services.

Real-time Debit/ATM/POS cards

Seamless Interface to all Debit Cards/POS/ATM Providers

By providing a store and forward technology, members have access to balances without interruption. In addition, the system is also designed to create card ordering when the account is opened. Sharetec can simplify the entire enrollment process and eliminate duplicate data entry.

Online Enrollment

New Members Can Apply Online

Potential members now search the internet for financial institutions. Sharetec offers an Online New Member Enrollment feature. The system gathers information required to determine membership eligibility and what accounts/loans a potential member is interested in opening. There is an account funding option to collect the R&T from any institution and create an ACH transaction to open the account. Prior to approval, the system verifies the information provided. This product increases visibility and provides an additional source of new members with no additional effort from the credit union.

Shared Branching

Connect Members Nationwide with Shared Branching

With both Issuer and Acquirer capabilities. Increase your revenue with the Acquirer Side connection and provide nationwide locations for the membership with Issuer Side access.

Personal Finance Manager

White Label Your Own Online Financial Management Tool

We are partnered with Geezeo to provide an Online Financial Management (OFM) capabilities  By utilizing account aggregation, the member can view all financial data on a single screen. OFM also enables members to create budgets, set financial goals and manage cash flow. All of these features are included in a white label (credit union specific) product. The members never have to connect with another financial institution for information.

Member Document Manager

Store Member Documents Safely in Electronic Folders

Document Manager captures all internal documents (membership cards, loan documents, etc.) and stores them in an electronic folder. Documents are accessible directly from within the core. As an added benefit, additional documents (car titles, Power of Attorney forms, etc.) can be scanned into the member’s electronic folder. Documents stored on shared drives (Word documents, etc.) can be attached with one simple step. Document Manager saves time, money and space!