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NEWSLETTER
what’s inside...Bradford-Scott is pleased to announce that Mid-Illini Credit Union has selected the Sharetec System to replace their current core solution and will be going live in December. Established in 1940, Mid-Illini Credit Union evolved from a handful of employee credit unions that joined together to provide top-rate financial services to thousands of local residents in Bloomington/Normal, IL. The Credit Union has grown to 7,000 members and over $45 million in assets.
“After seeing how automated the Sharetec system is, our team was enthused. But seeing all the different ways the system can lower our hard dollar expenses and enable us to earn additional income was what separated them from the other data processing solutions.” said Tom Stewart, CEO of Mid-Illini Credit Union.
Mid-Illini Credit Union will be adding Business Accounts, Mobile Deposit Capture, eNotices, Mobile Banking, and Tiered Courtesy Pay. Tiered Courtesy Pay is a change to traditional Courtesy Pay that creates additional and significant income for the Credit Union. They will also be adding the TCI Indirect Lending interface for their massive indirect lending business.
Mid-Illini Credit Union chooses Sharetec to replace their current core solution
contact us...1001 Chestnut Hills Pkwy . Suite 1 . Fort Wayne, IN 46814
Phone (260) 625-5107 Fax (260) 625-6248www.bradfordscott.com . [email protected]
Volume 53 3rd Quarter 2012
Bradford-Scott data corporationThe latest technology. More products and service. Faster deployment of new products.
With eNotices, members have easy access to notices, letters, and othercorrespondence related to their account. With eNotices, members will get information faster than traditional mail and a credit union can save big on postage, envelopes, paper, ink, and staff time.
Members First Community Credit Union in Quincy, IL, reduced their monthly postage expense from $1,200 to $500 per month once they started usingBradford-Scott’s eNotices module.
Below is another example of a credit union’s savings by sending approximately 1,555 items via eNotice. Savings: Postage $700.00 Envelopes $86.00 Paper $9.00 Staff $180.00 (45 minutes savings per day) TOTAL $975.00 x 12 = $11,700.00 ANNUAL SAVINGS
It is that easy to reduce paper usage, cut costs, help the environment, and offer your members easy access to their information.
eNotices Lower Credit Union Expenses
Online Service Tips 2 Ways to gain more members with online services.
Crazy Shirt Contest 2 BSDC Conversion Team hosted a staff cookout and Crazy Shirt Contest.
Print Mailer Printer 3 Epson Receipt Printer doubles as a Print Mailer printer.
Office Source 3 A one-stop shop for all your Credit Union’s paper and supply needs.
Reach Your Customers 4 Use the Internet to reach your customers.
Sharetec Users Conference 5 Another successful Users Conference for our customers.
Tip of the Week 6 Tips on month end, audits, IRA, share dividend, and tax withholding.
Congrats to Canaan Credit Union 6 NCUA awards Canaan Credit Union a $25,000.00 grant.
Storing Your Back-up Tape 7 Recommendations for storing your back-up tapes.
Employee Spotlight 7 Sean McMillen is promoted to Software Support Manager.
Webinar Schedule 8 Our goal is to provide exceptional training to you and your staff within the comforts of your own office.
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Staff Cook-Out Crazy Shirt ContestThe Conversion Team at Bradford-Scott hosted a staff cook-out during lunch on August 17th. All the usual picnic fare was served, including brats and hamburgers on the grill. The team had a Crazy Shirt Contest that day and 1st prize was a gift card to Dairy Queen.
The winner was Rich with his “Eye CU” shirt (complete with stick-on eyes) which was handmade by his daughter,Hannah, who he shared his Dairy Queen winnings with. Runner-up was Lauren with her “Baby Factory – Get Me Outof Here” shirt… hang on Lauren, you have 20 weeks to go. Below are just a few of the Crazy Shirts worn by the BSDC team.
Lauren 2nd Prize
Baby Factory... Get Me
Out Of Here
Rich 1st Prize
Eye CU (Designed
by daughterHannah)
James Despicable Me Minion
Josh Oops I Just TweetedMike Warning, You Can Go Blind
From My Pure Awesomeness
online services tips...With consumers conducting more and more business online, your credit union can gain more members by making it easy to choose and use your services on the Internet. Below are tips on how to promote your online services: • Invest in a series of banner advertisements to reach out to members and place them on the websites that they visit. • Offer a promotion or giveaway for members that sign up for a service during a particular period of time. • For both existing and new members, streamline your operations and web interface so that they work smoothly with mobile phones and personal computers. Your members should be able to perform their banking duties without trouble, maintain a sense of security, and have easy access to member support.
Contact us at [email protected] to find out how we can help you increase your online business.
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Bradford-Scott Office Source is a one-stop shop for all your Credit Union’s paper and supply needs!
Call Today!
10% off Year End SuppliesExpires: 11/2/2012
First Time Customers
Only!
10% off your first order!
Expires: 11/2/2012
• Laser Check Stock• Continuous Check Stock• Coupon Paper• Blank Envelopes• Custom Envelopes• Full Color Online Services Brochure • Receipt Rolls• Continuous Vouchers• Printer Toner• Backup Media• Statement Paper• Full Color ART Brochure• Wallet Sized ART Cards• And Much More…
Office Source would like to offer existing customers a 10% discount off your next order of year end supplies. And, for any first-time Office Source customers, enjoy a 10% discount off your first order!
Call Michelle Beaman today for a free quote! Phone (317) 713-2065 Email [email protected]
Don’t wait until the last minute to order your year end supplies!
• Backup Tapes/Disks • Toner and Print Cartridges • Year End Labels • Statement Forms • 1099 Forms and Envelopes
Customer Center Download training videos, best practice guides, procedures, or other documents from our Customer Center website. Hands-on users are jumping on this site on a daily basis to get the information they need to drive their Sharetec System in the most efficient way.
Customer Center can be accessed at www.bradfordscott.com/login_cu.php. A non-disclosure agreement must be completed in advance of receiving the login information for this “customer only” site. If you are interested, please contact Bonnie Doolittle at [email protected] or call (260) 625-5107 for the sign-up form.
To print names and addresses from Sharetec to be used for mailings using window envelopes, you can use the “print mailers” feature. Print mailers have been printed using Okidata voucher models for years or by printing on a full sheet of paper using a laser printer. With a setup change, you can now use your Epson Receipt printer too, which will save you a lot of paper compared to the Okidata voucher and laser printer options. With a quick fold to stay in place, many credit unions prefer creating their print mailers on the little Epson Receipt printers in order to save money. If you would like to try it out, please log a call to our Hardware Team and they will set it up for you.
Epson Receipt Printer doubles as a Print Mailer Printer by: Matt Marra
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Internet To-Do List:
• Get a website. Done – Check! • Create and send brochures, letters, advertising, etc. to Members. Done – Check! • Thinking about Home Banking, Mobile Banking…
STOP!Before you go any further, let’s go back to a step that may have been left out – SEO!
What is SEO you ask? Some of you may have heard of it before, others may wonder what this new acronym stands for.
SEO stands for Search Engine Optimization. It is the practice of promoting your website and improving your website’s listing in search engines in order to increase the number of visitors to your site. SEO includes many aspects, from the text on your website, to the way other sites link to your website. It can also be as simple as ensuring your site is structured properly so that search engines can understand what you offer.
“OK, now hold your horses!” you might be saying. This sounds too technical for just anyone to handle. Isn’t this something the people who set up our website does or do I have to hire someone else to handle this?
While you certainly can talk to your website provider or any of a multitude of other companies who can assist you with SEO, there will most likely be costs associated. However, there are some things you can do on your own to help promote your website on the Internet and help increase your rankings in search engines at little or no cost to you.
“Yeah, right. Nothing is free these days – there’s always a catch!” Well, there is one catch - You do have to take a little time to go to the websites listed below and make sure you provide them with the correct information about your Credit Union. Other than that, these few changes won’t cost you a dime and can make it significantly easier for your members or prospective members to find your Credit Union website or location information.
Google, as well as some other search engines, offers their own directory listings for free. In addition, below are a few links to some of the more popular search engines that offer free directory listings:
• Google: http://www.google.com/places/ • MapQuest: http://listings.mapquest.com • Bing: http://www.bingbusinessportal.com • Yahoo!: http://beta.listings.local.yahoo.com/basic.php
Extra Links - To go to the next level, which involves more directories and social networking. Below are a few additional sites that you may want to investigate further:
• Social Media: Check into Facebook business page, LinkedIn. • Check-In Services: Check out Foursquare, Google Places
Good Luck - and we hope that these ideas will help “Put your Credit Union on the Internet Map!”.
Use the Internet to Reach Your Customers by: Jason Worman
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USERS CONFERENCE2012 ANNUAL
Another Successful Year at the Sharetec Users Conference The 16th Annual Sharetec Users Conference took place on August 28th – 30th, 2012, at the Grand Wayne Convention Center in Fort Wayne, Indiana. Guest speaker, Lee Wetherington kicked off the conference with his keynote address on “All Things Mobile”. His presentation got rave reviews and reminded us of our ever-changing advances in technology when it comes to mobile banking. Workshops and Hands-on Labs offered a wide array of topics. New this year – we offered a management series geared towards CEO’s and upper management – presented by peers Karen Gilliam-Brown and Teri McEwen. Many more of our business part-ners joined the conference this year and added an element of knowledge to the areas that they specialize in. Participants of this year’s user conference took advantage of the breaks and evening events as a platform for networking discussions and to exchange experiences. Good times were had by all in attendance and we look forward to next year!
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tip of the week e-mails...To archive statements, start in the Back Office Workspace then go to Statement Processing to select Statement Manager. Select the folder located in the bottom browse area where statements are to be archived (for March 2011 you would select the [1103] folder), then right click on each statement file in the upper browse window and select “Archive”. To access the archived files, go to the appropriate YYMM folder in the bottom browse to see the statement files. Right click for options to print, view, or remove the files from the archive. To calculate the total dividend amount, total at maturity, or the APY, go to the Teller Workspace and click on Tools and then Savings Calculator. Select the product, enter the appropriate criteria, then press “calculate”. To prevent the use of a particular transaction code, unmark the online flag in Transaction Code Properties in the Administration menu under TX codes. Never delete a transaction code. 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.
The system allows users to select abbreviations for commonly used phrases on the system, called Quick Text. When the phrase is needed in any freeform text portion of the system, the user can type the abbreviation and hit the insert key to complete the phrase. Abbreviations can be set up in the tools section under Quick Text or “Control Q”. An example of a freeform text area is Collections. Users can set up “LM” for left message and when they need it just type LM and press the insert key.
When adding a relationship record (Relations tab in Central Information), it is important to remember to fill out all address and contact information. Some programs in Sharetec look to those records in order to print that information in reports and forms. To use the data in an existing member record, click the Look button next to the Joint Member # field to search for the member account to fill in many of the fields in the relation record.
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Congratulations to Canaan Credit UnionNCUA announced the Credit Unions that were awarded 1.4 million in grants to help fund Community Service, Training, and Product Development Programs. One of the Credit Unions awarded a $25,000.00 grant, was our very own Canaan Credit Union. Congratulations Canaan Credit Union!
A quick summary: For the 2012 Grant Round 1, credit unions were able to apply online for funding from May 22, 2012, to June 29, 2012, under the following initiatives:
• Financial Literacy & Education in School Branches
• New Product/Service Department
• Staff, Official, and Board Member Training
• Student & Job Creation Internship
• Volunteer Income Tax Assistance
To see a list of credit unions that will receive awards under this round, visit: www.ncua.gov News, Media and Events NCUA Awards $1.4 Million in Grants to Small Credit Unions
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Back-up Tape Storage Recommendations The life of a tape is strongly influenced by temperature and relative humidity. Storing magnetic tapes in a clean, controlled environment extends the life of the media. Temperature High temperatures, high humidity, and the presence of dust and corrosive elements in the air all affect the physical capability and deterioration of the tape. Extreme low temperatures should also be avoided. Guidelines for the safekeeping of a magnetic tape vary, but in general, it is recommended to store tapes at 68-73 degrees F and at 20-50% relative humidity. Cooler temperatures will prolong tape life even more.
Storage 1) Store tapes in clean plastic containers that provide protection from dust, pollutants, and excessive moisture. Sealed plastic bags, cardboard containers, and sleeves are not recommended for storage. Stored tapes should not be in proximity to magnetic fields generated from motors, elevators, headphones, speakers, microphones, magnetic cabinet latches, magnetized tools, and TV monitors. 2) Except for labels, paper should not be stored inside a tape storage container. Use labels that leave no residue on the tape after removal. 3) Shelving, drawers, and racks used for storage of magnetic media should be metal. Wooden shelving may expose a tape over time to contaminate gases and if a fire should occur, the tapes will be more susceptible to damage than if stored on metal. The tapes should be placed vertically in their storage cases and placed on shelves that should not be too close to heat sources, water pipes, and sprinkler heads.
Storing Your Back Up Tape by: Kevin Lowder
PowerUsers Around 50% of our Sharetec customers participate in daily discussions using our free e-mail list serve, [email protected]. To be a part of [email protected], please e-mail Bonnie Doolittle at [email protected] to sign up today.
employee spotlight is on Sean McMillen...Bradford-Scott is pleased to announce the promotion of Sean McMillen to the Software Support Manager. Sean has been with BSDC for 2 years in the Conversion Analyst role and
is excited about making the change to the Support Department. Before BSDC, Sean accumulated 14 years experience with financial institutions, including a Branch Manager position at the University of Michigan CU. In his spare time, Sean enjoys concerts, reading (usually 3 books at a time), and any outdoor activity. Camping, hiking, and fishing are Sean’s passion and he plans to hike the Appalachian Trail and climb Mt. Washington this winter. Currently, Sean is looking forward to his wedding on October 6th, so planning is occupying most of his time right now.
After Hours Pager Support 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. Issue would prevent your credit union from opening for business and can be resolved remotely. 2. Issue occurs during normal credit union business hours and can be resolved remotely.
Normal Pager Support Monday through Friday: 7:00 a.m. EST to 8:00 a.m. EST 5:00 p.m. EST to 9:00 p.m. EST (6-9 for Software) Saturday: 9:00 a.m. EST to 1:00 p.m. EST $180/hr for normal pager hours, if billable.
Month-end Support Weekday: No pager. Office hours extended until 9:00 p.m. EST Extended Saturday pager hours: 1:00 p.m. EST - 5:00 p.m. EST $240/hr for extended Saturday pager hours, if billable.
Calls placed outside pager hours will be returned at 7:00 a.m. EST on Monday through Friday or 9:00 a.m. EST 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.
Quarterly Webinar ScheduleOur goal is to provide exceptional training to you and your staff within the comforts of your own office. The process is quick and easy! Simply e-mail Jason Pesetski in the Training department at [email protected] with each user name and e-mail address. He will send out a confirmation with complete instructions for joining each webinar, as well as a list of training materials that need to be downloaded prior to the webinar. Webinar classes are small and are on a first come/first serve basis. They will start at the time listed each day in Eastern Standard Time and will last approximately one hour. Classes fill up very quickly, so please e-mail Jason at [email protected] to sign up! If you have questions, feel free to call Jason at 260-625-5107.
Please note If you sign up for a class and CANNOT attend, we ask that you notify us at least 24 hours in advance of the webinar start time so that we may give away that spot to someone else. There is a $25.00 cancellation fee if you do not provide notification in advance and miss the webinar.
Remote Signature Capture Sharetec 8.210/09/2012 @ 10:00 am EST10/11/2012 @ 2:00 pm EST Fraud Alert Module Sharetec 8.211/27/2012 @ 10:00 am EST11/29/2012 @ 2:00 pm EST
5300 Report Module Sharetec 8.210/23/2012 @ 10:00 am EST10/25/2012 @ 2:00 pm EST Budgets12/04/2012 @ 10:00 am EST12/06/2012 @ 2:00 pm EST
Transaction Reversal Tools Sharetec 8.211/06/2012 @ 10:00 am EST11/08/2012 @ 2:00 pm EST Year End Processing12/18/2012 @ 10:00 am EST12/20/2012 @ 2:00 pm EST
