NEWSLET TERVolume 81 Quarter 3 2019

What’s Inside...

Sharetec and REDi Partner to Provide Credit Unions a Card Risk Management Platform REDi is committed to providing both credit unions and their members with the robust, cost-effective tools they need to stop fraud before it happens. The end result will be decreased fraud loss at Sharetec credit unions, as well as a superior member engagement experience.

“This new partnership will offer our credit unions a cost-effective solution to reducing fraud and improve the cardholder experience, making it a great success for not only the members, but the credit unions as well. We are excited for this new partnership and to see all the success it will bring to our credit unions,” comments Carrie Heck, Account Relationship Manager for Sharetec. REDi president Chris Renshaw, comments, “We’re excited to be working with a core provider that takes security as seriously as we do. Today, over 50% of reported fraud is still identified by the member. The unique member engaged fraud platform provided by RediVerify will make the latest innovations in fraud prevention available to Sharetec processed credit unions. This partnership is a great fit both technologically and culturally.”

Nearly Half of Sharetec Employees Exceeded 10 Years of Dedicated ServiceWith over 50 employees working for Sharetec for more than a decade, it’s an impressive accomplishment for both the team members and Sharetec. These long-time employees work in a variety of areas including Conversion, Support, Accounting, and Programming. Having dedicated employees gives customers peace of mind that Sharetec has the experience and knowledge to provide them with the best support and service possible. This longevity allows customers to develop a long-standing relationship with their Sharetec representative, as well as with other team members they may need to communicate with for a variety of reasons.

CPI Card Group Offer your members exceptional card services

2Service Bureau Disaster Recovery Designed to be accomplished at a location outside the CU local network

Sharetec Anniversaries Check out Sharetec CU’s anniversary milestones

3Employee Spotlight Tania Lowder and Michelle Huff reach their 20 year milestone

2019 Users Conference Pictures from the 2019 Sharetec Users Conference

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2020 Users Conference Early bird savings if you register before 10/31/19

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Office Source One-stop shop for all your CU’s paper and supply needs

Product Highlights Online Portal, Auto Enrollment, Ongoing Training

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Tip of the Week Saving Issued Check, Ordering Checks, and HB Cross-Selling

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Video Training Helpful alternatives to logging Sharetec Cases

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The Service Bureau Disaster Recovery test is designed to be accomplished at a location outside the credit union local network. This simulates the inaccessibility of the credit union network due to a disaster. The credit union will no longer be required to send in a tape or request the disaster recovery test be accomplished by Bradford-Scott. The credit union can access the VPN to Service Bureau at any time. It is recommended that the user take a snippet of the VPN connection status for any audit purposes and run any reports and "Output them to file".

The new Service Bureau Disaster Recovery testing process includes installing and configuring Virtual Private Network (VPN) software, Cisco AnyConnect or ShrewSoft VPN Client, on a laptop and connecting the encrypted VPN to Service Bureau during a simulated disaster exercise.

A Bradford-Scott hardware representative will download the Cisco AnyConnect Client software package, configure the Cisco AnyConnect Client or ShrewSoft VPN software with the credit union VPN credentials, and connect to Service Bureau via the Virtual Private Network (VPN). After that, they will then log into the Sharetec Desktop, and log into Sharetec GUI during the initial set-up VPN installation procedure. The initial VPN software installation is a one-time procedure.

With questions – please reach out to your friendly Bradford-Scott Hardware team.

Service Bureau Disaster Recovery

CPI Card GroupOffer Your Members Exceptional Card ServicesCPI’s Instant Issuance with Card@Once is a secure and affordable way to exceed member expectations by providing the convenience of printing new, personalized cards on demand for existing and new cardholder accounts. Members will be able to replace lost or stolen cards in minutes.

Benefits

• Improved Cardholder Experience • Increased Activation and Usage

• Enhanced Security • Increased Interchange

• Immediate Emergency Card Replacement • Operational Savings

User-Friendly and cost effective, Instant Issuance with Card@Once provides credit unions a simple solution to offering their members exceptional card services. For more information, contact your Sales Representative today.

PowerUsers Around 50% of our Sharetec customers participate in daily discussions using our free e-mail list serve, PowerUsers@bradfordscott.com. To be a part of PowerUsers, please, e-mail Sara Mattax at smattax@bradfordscott.com.

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Sharetec AnniversariesJuly * Consumer’s Federal Credit Union - 15 years

August * Alliant Credit Union - 15 years

September * Adams County Farm Bureau CU - 15 years* Carbondale Highway Credit Union - 20 years* North Iowa Community Credit Union - 1 year

Employee Spotlight

Tania Lowder currently fills the role of Quality Analyst/Director of Technical Sales Support for Sharetec. She has also held a few other positions like Tier 2 Support and Conversion Manager. As a valued team member for over two decades, Tania enjoys many aspects of her position, like meeting new people at Sharetec credit unions and problem solving, which keeps each day different and interesting. Outside of the office, Tania spends much of her time attending her children’s sporting and music events, and enjoys golfing with her husband Kevin Lowder who has been with Sharetec for over 22 years.

Michelle Huff has been Sharetec’s Accounting Assistant for many years, previously holding the position of Accounts Payable Clerk. She has also had the pleasure of helping at our reception desk when needed, and working in the Office Source Forms Department. When in the office, Michelle feels as though she is working with family. Over the years she has made great connections with many co-workers, and developed valued relationships with Sharetec credit unions. During her time away from the office, Michelle enjoys spending her time at horse shows watching her daughter barrel race year round and attending her stepdaughter’s softball tournaments. When Michelle has some free-time, she likes to go fishing and swimming at the lake with her husband and family. Something new this year for Michelle and her husband will be visiting her oldest stepdaughter at Indiana University.

Maximum efficiency for support resolution and staff education is available through Bradford-Scott’s user-friendly Support Center. With this powerful tool, credit union staff can take advantage of many features and benefits. • Submit cases with supporting documentation and screen shots • Check on the status for open or closed support cases • Search or download all BSDC documentation in a user-friendly manner • Network with peer users, building a Sharetec library knowledge base If you aren’t a user yet, contact creditunionquality@bradfordscott.com so you can take advantage of this powerful tool.

Support Center

Tania Lowder and Michelle Huff reach their 20 year milestone this year.

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2019

September 15-18

Disney’s Yacht and Beach Club Resorts

Users ConferenceOrlando

The 2019 Sharetec Users Conference was a great success. Conference attendees from across the U.S. and Caribbean came together at Disney’s Yacht & Beach Club Resorts to network and learn with fellow Sharetec Users, business partners, and Sharetec staff. This year Sharetec was proud to partner with Lending Solutions Consulting, Inc. (LSCI) to provide conference attendees the opportunity for additional training focused on lending and cross-selling.

If you were unable to attend this year, mark your calendar for our 2020 event Sept. 13-16 in Cincinnati, Ohio.

The 2019 Sharetec Users Conference has come and gone, but the good times are not forgotten!

Elite Community CU Sheboygan Area CU Financial Health FCU Evansville FCU

Matt Isger & Dee Posit Members First CU & Health Care CU North Iowa Community CU Ted Hoover, Heidi Herr, Joel Porter

Illinois State CU Louie Gravance Ariza CU, Select ECU, Communal CU Fortress FCU

St. John’s CU Clico CU Keane Kulak & Audra Schoenauer LaPorte Community FCU

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Attend the 2020 Sharetec Users Conference at the early bird rate of $699 when you register and submit payment by Oct. 31, 2019. The 2020 Sharetec Users Conference is being held at the Hilton Netherland Plaza, Cincinnati, Ohio September 13-16, 2020. Visit www.Sharetec.com/registration to register. Registrations and payments received after 10/31/19 are subject to the standard registration rate of $799. For more information, contact Courtney at conference@sharetec.com.

Early Bird Savings for the 2020 Sharetec Users Conference

Visible Equity TransFund Automated Transaction Delivery SHAZAM

Allied Payment Network LSCI Ivy League Gifts Epson America

LKCS CO-OP Financial Services CPI Card Group Bank-A-Count Corp.

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Office SourceDo not wait until the last minute to stock up for the New Year. Bradford-Scott Data Corporation is your one-stop shopping destination for all of your paper and ink supplies.

Office Source offers competitive pricing on the following:

• Laser check stock • Blank and custom envelopes • Coupon paper • Receipt rolls • Continuous vouchers • Micr and Regular toner • Statement paper

Keep an eye on your inbox, tax form order sheets will be emailed out soon! Our Office Source department looks forward to doing business with you. For more information email Michelle at mhuff@bradfordscott.com, call 317-713-2065 or fax 317-713-2071.

Product HighlightsOnline Portal Sharetec offers credit unions an online portal that is secure, user-friendly and affordable. This Online Portal is a great solution for members who are increasingly mobile and demand the use of technology to perform their financial transactions.

Auto Enrollment Sharetec’s Auto-Enrollment allows credit unions to provide members an easy to use, secure and user-friendly option to view and print eStatements and eNotices from the convenience of any device with internet access.

Ongoing Training Sharetec offers a comprehensive training system that is built to fit each credit union in the most efficient way possible. Lifelong learning is one of the best ways to grow and Sharetec believes this is equally true for making the most out of all Sharetec has to offer. Credit union staff needs to be trained properly to take advanatage of each product and service that is provided.

For more information on the above products offered through Sharetec, contact your Sales Representative.

Refer a Credit Union Do you know of a credit union who is looking for a new core banking system? Refer them to Sharetec and we will send you an Amazon $100 e-Gift card. (Please note: To qualify for the e-Gift card, Sharetec must not be working with the referred credit union and an appointment must be set and completed.) Your referral will remain confidential if you request it. Contact us today and tell us who is looking!

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These TIPS are great for tellers, loan officers, and any Sharetec user! These helpful tips include hints, procedures, best practices, and miscellaneous items which can all be found on Support Center. If you have a tip you would like to share, email Megan at mjohnson@bradfordscott.com.

Tip of the Week

How to Save an Issued Check

If you have a check that you issue every month, you can save that check so when you need it, the payee will be filled out.

In Accounting workspace, General Ledger, Issue Check. Fill in the bottom like normal, before clicking on print check right click and click on save Entries. Your check information box will pop up, just fill in the check and then click on ok. Then the save entries box will appear, click on new and fill in the description that you will use to retrieve next time you need to issue this check. When you need to issue this check again just right click and click on get entries. Choose from the list, click on Print Check and your payee information will be filled out. If you need to update anything you still can before clicking on ok to issue the check. Cross-Selling Home Banking Promotions

When setting up a cross-selling promotion through home banking, several additional steps must be done compared to a standard setup in Sharetec.

1 In Admin Workspace > CU Controls > Promotions, the “where used” field must be selected for home banking.

2 On the Home Banking admin site under Credit Union Setup, the “Enable i-Frame Cross-Selling” box must be checked. 3 In order to add an image, the user will stay in the Home Banking admin site and go to Online Documents/Images. The image must be saved with the naming format: “xsell-<Cross-Selling Sequence Number>.jpg example (xsell-19.jpg). From there you will upload an image like normal.

4 You can set up the URL for the image in Admin Workspace >CU Controls > Promotions.

Unsuccessful Attempt Ordering Checks Through Sharetec

If the CU is attempting to order checks through Sharetec and nothing is happening, check the member’s phone number in the member properties. If there are any spaces in the phone number (E.g. between the number and an extension), this will prevent the system from taking the user to the check ordering site. Once the space has been removed, the check ordering site should open normally.

To find videos on the Support Center, search any of the keywords in the subject. If you have issues finding what you need, contact our Support Team for assistance.

If your credit union would like specific webinar training, we offer customized webinars to address your training needs. To arrange training, please contact Judy Fleming at jfleming@bradfordscott.com. Sharetec also offers free training at our office in Fort Wayne; these customized sessions can also be scheduled by contacting Judy Fleming. We have produced almost 100 short (5 minutes or less) videos covering many areas of the Sharetec system. Larger topics have been divided into a series of these short videos and have been placed on the Support Center. These short videos will help to reduce staff training time, as well as allow users to target a specific topic that meets their needs. Staff can view these quick videos during slow times, or a short window of time can be scheduled. We have a schedule of videos to produce, but are also looking for your ideas. If there is something you would like to see, contact Judy Fleming at jfleming@bradfordscott.com and we will work to create the content you are seeking. The most recent videos added are below...

• How to Create a Results Report (x5)

• How to Export a Results Report to Excel

If pager support is needed during the pager hours listed below and one of the following situations applies, there will be no charge for the pager call:

1. Page is during normal credit union business hours and the issue can be resolved remotely.

2. Page is for a down Sharetec system and would prevent the credit union from opening for business and the issue can be resolved remotely.

Billable Rates$255 - Calls placed within defined pager support hours. $330 - Outside defined pager support hours and holidays.

Normal Pager Support HoursMonday through Friday: Saturday:7:00 a.m. EDT to 8:00 a.m. EDT and 9:00 a.m. EDT to 1:00 p.m. EDT 5:00 p.m. EDT to 9:00 p.m. EDT (6-9 for Software) Month - End Support HoursWeekdays: Weekend:Extended office hours until 9:00 p.m. EDT Extended Saturday pager hours: 1:00 p.m. EDT - 5:00 p.m. EDT Sunday pager hours: arranged in advance $330 per hour

* Calls placed outside pager hours will be returned at 7:00 a.m. EDT on Monday - Friday or 9:00 a.m. EDT on Saturday.

* If the page cannot be handled remotely, charges for travel and labor will apply. * If page is deemed billable, it will be subject to a minimum 1-hour charge.

Video Training Series

After Hours Pager Support

“In our busy day to day service to our members, we got used to doing things a certain way. It’s very rewarding to learn better ways to advance the credit union for our

members’ service. Our staff benefits greatly from a refresher course on things they had forgotten or didn’t even know they could do to improve their daily processes.”

Avestar Credit Union