NO TASK IS TOO BIG OR TOO SMALL, SHARETEC IS ALWAYS AVAILABLE TOSUPPORT ME AND MY TEAM. Lisa Morelli CEO Andover Federal Credit Union

Bradford-Scott Data Corporation 1001 Chestnut Hills Pkwy Suite 1 Fort Wayne, IN 46814 800-430-5120

Credit Unions Making the Switch to Sharetec

Grenada Credit Union Signs with Sharetec River Sallee Credit Union will be implementing Sharetec’s core system with Mobile and Internet banking, real-time member alerts, and the automation tool that reduces a vast number of manual tasks the credit union currently does. Lennox J. Andrews, CEO of River Sallee Credit Union, comments, “The conversion to new software was in response to the direct need to remain relevant in the present financial landscape characterized by the ever- changing demands of our members, which could be best satisfied with the use of the latest financial technology. For these reasons Sharetec was identified because of the automation it provides. The expectation is that our credit union will grow much faster as this modern software will allow us to generate and mine the data to make strategic decisions that best suit our members and reflect the objective conditions in the marketplace.” Second Largest Jamaican CU, C&WJ Signs with Sharetec “Our credit union went through a detailed 2 year review process in our efforts to find a robust banking platform that will allow us to offer the technology services members are demanding in the marketplace. We also wanted a partner that has our same vision for advanced technology. The board

unanimously voted to move to Sharetec and we are excited to get our credit union in position to maintain our steady growth,” comments Carlton Barclay, General Manager of C&WJ Credit Union. C&WJ Credit Union will be utilizing much of Sharetec’s robust system, including the multi-currency functionality, the workflow management system to enable the hundreds of daily loan applications to go through the

right steps for review, real-time fraud monitoring, and real-time member alerts. Sharetec’s mobile banking will also drive the member growth. The Communal CU Selects Sharetec Core Banking System General Manager of The Communal Credit Union, Shurla Field, comments, “Our credit union is looking forward to making the change to Sharetec. From our due diligence, it proved to be the best solution for our credit union. We are going to dramatically change the services and offerings to our members.” During the review process, it was determined that The Communal Credit Union needed more automation and to use real data to make strategic decisions. As the credit union continued to grow, the management team wanted to quickly find areas of opportunity. Using Sharetec, they will be able to cross-sell specifically to each member, better track potential for fraud, totally automate their standing orders, and provide a robust online offering that will compete with the large banks in the area.

What’s Inside2

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NEWSLET TERVolume 74 Quarter 4 2017

IN CU Hall of Fame Chris Wardrip, Financial Health FCU was inducted into the IN CU Hall of Fame

Tip of the Week Featured tip for this quarter: Customize the labels of fields.

Hardware Case Submission Standards Quick resolution to your hardware issues, we are here to help!

Freeze Debit Cards Members can freeze their atm/debit cards directly from Sharetec HB or MB.

BSDC Halloween Week Fun filled Halloween week including costume contest and carry-in days.

Office Source A one-stop shop for all your CUs paper and supply needs.

Employee Spotlight Antoya Green in Conversion is featured this quarter.

Video Training Series Five minute videos covering specific areas of Sharetec.

Users Conference See you in San Antonio! Make your hotel reservations now to receive the discount.

Improved Workflow Ambir Technology, improved workflow for loan documentation

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Indiana Credit Union Hall of Fame

Bradford-Scott is inviting Sharetec Credit Unions to become contributors to our blog. We are looking for Guest Bloggers to share tips and resources with other Sharetec Credit Unions. If you would like to express your ideas and thoughts that would be of importance to other Sharetec users, please email Megan Johnson at mjohnson@bradfordscott.com. We would love to feature you! To see past bloggers, visit www.sharetec.com/our-blog.

Seeking Guest Bloggers!

*To show our appreciation for your participation, we will hold a drawing each quarter for a $50 Visa Gift Card for those who participate. Cole McCollum with Louisville Metro Police Officers CU won during Q3! To be added to our notification list when a new guest blogger article has been posted, email Megan at mjohnson@bradfordscott.com.

Many Bradford-Scott customers are making use of desktop auto document feed scanners from Ambir Technology. Unlike the high-speed scanning of a centralized multi-function printer, Ambir scanners can be located at the employees’ desks and they are inexpensive enough to have every worker have one who is involved with loan paperwork. Customers have found these scanners to be durable, easy to use, and a marked improvement over using a centralized scanner shared by a number of people. Ambir’s premier 60 page/minute scanner is currently a special promotion for Bradford-Scott customers (while supplies last). It is also bundled with a full license of Nuance Power PDF that creates searchable PDF documents and can convert scanned documents to Microsoft Office documents, making it useful for other departments too. For additional information, please contact us today.

Improved Workflow for Loan Documentation

Chris Wardrip, CEO at Financial Health Federal Credit Union, will be ending his 22 year career as CEO when he retires at the end of 2017. Mr. Wardrip was inducted into the Indiana Credit Union Hall of Fame earlier this year. This induction was a testament to the decades of service Mr. Wardrip had given to the credit union and banking industries in the state of Indiana. Prior to taking over as CEO of Financial Health in 1995, Mr. Wardrip served as SVP & Branch Administrator at Peoples Bank & Trust, Vice President/Group Product Manager at First Interstate Bank, and Vice President/Regional Operations Manager at Crocker National Bank.

On top of being a staple of banking in Indiana, Mr. Wardrip has also been recognized for his work in the communities of Indianapolis. In 2014, Mr. Wardrip was the recipient of the Cooperative Hero Award presented by the Indiana Cooperative Development

Center. This was awarded in recognition of his work as the President of the Board of the Pogue’s Run Grocer, which was the first food co-op located in Indianapolis on the east side. Mr. Wardrip was also the recipient of the Credit Union League’s Professional Achievement Award in 2013.

As demonstrated by just a few of Mr. Wardrip’s achievements that have been listed here, his 42 year career has been one of dedication to the improvement of the banking industry, along with a dedication to the improvement of his community as a whole. His everyday presence at the credit union is one that will be greatly missed.

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Tip of the Week 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.

Customize Labels of Fields

To do this, go to Admin WS, CU Controls, Back office Controls and Locate the following back office control records.

Choose update, and enter the label for each field you would like to customize. You can also customize the “Help” message that will show in the bottom of Sharetec when that field is selected.

You can customize the labels of the fields located in the Add’l Fields Tab of Member, Loan, and Share Properties screens to fit your credit union’s specific needs.

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Hardware Case Submission Standards

At Bradford-Scott Data Corporation (BSDC) we strive to provide quick resolution to your hardware issues. Whether your report is not printing, you are unable to log into your computer, or your laptop won’t connect – we’re here to help!

Occasionally hardware issues persist longer than necessary due to inaccurate information provided during the initial case submission. To improve resolution times and minimize disruptions from call backs, the following hardware information is now required when opening a hardware service case.

• Model • IP Address • Serial Number • Error Message (if applicable) • PC Name This information is either located on your equipment or listed on your most recent BSDC invoice.

Email cases opened through Support Center are the preferred method when placing a hardware service request. Email is the most efficient way for our hardware representatives to communicate with you as it saves time, assures accuracy, and eliminates missed calls. To speed up the process you will now be asked to provide the model, serial number, pc name, IP address, and error message if applicable, at the time you place the call or open the case via Support Center. If you are unable to provide this information at the time the call is placed, you will be asked to follow up on your case with the required information as soon as possible so the Hardware representatives can start troubleshooting the issue.

To open a new Hardware (Service) case:

Click on

• Populate the Subject line and include your detailed message

• Click on

Please review the following Hardware Case Submission Standards document before submitting your email.

In versions 8.2.29 and 8.3.4 and above Sharetec has the ability to allow your members to freeze their atm/debit cards directly from Sharetec Home or Mobile Banking. Once the option is activated a button will be visible in the account history screen. HB Mobile

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Power Users 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.

Freeze Debit Cards

This button is selected giving the member the option of freezing the card. Once frozen any transactions on the card will be denied. The process to unfreeze the card is just as simple. In both instances the member will be given a message indicating the card status will be updated and again when the update is complete.

Your atm/debit cards must be real-time and your vendor must be reading the hot card field in the interface for this to work.

The functionality described resides strictly on Sharetec and the Hot Card information is not passed to your vendor. If you are in Stand in mode with your vendor, the freeze functionality will not work. (Custom programming could be completed to pass the freeze information to your vendor at the time the card is frozen/unfrozen).

If you would like to activate this function for your members, contact the Support Department to begin the process.

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BSDC Halloween Week

Bradford-Scott Data Corporation (BSDC) employees participated in our annual fun filled Halloween Week. Each day had a new theme and our enthusiastic employees did not fail us!

Day one included childhood pictures and fun facts about our employees and fun was had by all guessing which employee went with each picture and fun fact. Here are just a few of the fun facts that had everyone laughing and scratching their heads till the reveal at the end:

See if you can guess the answers!

(1) My job in high school required me to field dress, skin and cut up deer.

(2) Attacked by a squirrel at Mount Rushmore.

(3) Appeared in a college calendar as the poster picture for the month of January.

We had a great turnout for our Halloween Costume Contest! Everything from “Cereal” Killers to Donald Duck appeared on October 31st to scare and delight! The award for best costume went to Joseph Crandal aka John Snow from Game of Thrones. Congratulations Joseph! Thursday our Admin Team kept up the enthusiasm with our Fall Bingo Game that included a ton of fun and prizes awarded to the winners. We had two carry-in days where each of our culinary wizards brought in their favorite recipes for Soup, Salad, and Desserts.

I think all of our BSDC Employees would agree that the 2017 Annual Halloween Week was the best yet!

(1) Carrie Heck, (2) Joel Porter, (3) Kevin Kolar

ANSWERS:

See you in San Antonio!Preparations continue for the 2018 Sharetec Users Conference. The upcoming event will take place in beautiful San Antonio, Texas at the Marriott Rivercenter September 17-19, 2018. Hotel reservations can be made now. Visit www.sharetec.com/conference and select the Hotel Reservations link to receive the special discounted rate.

Something new being offered in 2018 will be an advanced track for CEOs and upper management. As the saying goes, “Everything is bigger in Texas” and the 2018 Sharetec Users Conference won’t disappoint!

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Bradford-Scott Office SourceWe at Bradford-Scott Data Corporation (BSDC) appreciate your business. It is our goal to offer you the very best in quality products and service, and as part of that service, our Office Source department offers you a variety of forms and supplies at very competitive pricing.

B r a d f o r d- S c o t t Office

Source

Since July of 2017, Antoya, or as many call her, Toya, has been a valuable member of Bradford-Scott’s Conversion Team. Toya came to us with Data Analysis, Customer Solution experience and a Bachelor’s Degree in Business. One of her favorite things about Bradford-Scott is the open door policy with the managers, and the family atmosphere she experiences each and every day.

During Toya’s free time, she enjoys painting anything from large canvases to ceramic figures, and occasionally does some Graphic Design.

Having a large family, including a Grandmother that just turned 92 years old, Toya has a great relationshipwith her 14 year old daughter that plays rugby, and her 9 year old twin girls that love to dance and do gymnastics.

Employee Spotlight: Antoya Green

OUR RECEIPT ROLLS ARE BPA SAFE!

BSDC offers Thermal, Single Ply and Double Ply receipt rolls that are BPA safe. Pricing is as follows *pricing subject to change:

• Double ply - $85 per 50 roll case

• Single ply - $57 per 50 roll case

• Thermal - $110 per 50 roll case Email mbeaman@bradfordscott.com or call Michelle at 317-713-2065 to place an order today.

As always Bradford-Scott Office Source has competitive pricing and quick turnaround time on all orders and your satisfaction is our top priority.

Support Center 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.

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. Bradford-Scott also offers free training at the BSDC 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.

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

* Calls placed outside pager hours will be returned at 7:00 a.m. EST on Monday - 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.

After Hours Pager Support

Video Training Series

“Soon after converting to Sharetec, we learned the basics needed to accomplish our daily functions and 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 and also for our staff to get a refresher course on things they have forgotten or didn’t even know they could do to improve their daily processes.” (costs will apply)

Kay Radloff, Avestar CU