Ratings and Reviews 1 Rating
Ratings and Reviews 6 Ratings
What is Sharetec?
At Sharetec, we are dedicated to creating core processing solutions that emphasize both intelligence and ease of use. Our adaptable system is designed to accommodate credit unions of all sizes and includes a straightforward interface that reduces the need for extensive training and ongoing support. Most importantly, we aim to provide outstanding ROI and lower ownership costs so you can adopt advanced technology while maintaining your financial stability. While terms such as graphical interfaces, open systems, and flexibility may often seem like mere buzzwords, they are brought to fruition through our committed collaboration. Our team consists of experienced professionals who not only have technical expertise but also a profound understanding of the credit union sector, which fuels our dedication to your success. Through Sharetec’s eServices, we enable you to leverage state-of-the-art technology, enhancing interactions with your members beyond conventional credit union limits. Consequently, your members will benefit from features like remote account access and streamlined paperless systems, significantly elevating their overall experience. This comprehensive strategy guarantees that both your organization and its members can flourish in a rapidly evolving digital environment, ultimately fostering stronger connections and improved satisfaction.
What is Banker's Dashboard?
Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
Integrations Supported
Integrations Supported
CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Supported Platforms
SaaS
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Training Options
Documentation Hub
Webinars
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Sharetec
Company Location
United States
Company Website
www.sharetec.com
Company Facts
Organization Name
Deluxe
Date Founded
1915
Company Location
United States
Company Website
www.deluxe.com/business-operations/bankers-dashboard/
Categories and Features
Banking
Not specified
Categories and Features
Banking
Corporate Banking
Credit Union
Investment Banking
Multi-Branch
Private Banking
Retail Banking
Transaction Monitoring
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Dashboard
Data Source Integrations
Functions / Calculations
Interactive
Private Dashboards
Scorecards
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition
Financial Planning and Analysis (FP&A)
Not specified
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Research
Not specified
Financial Services
Analytics
Branch Optimization
Performance Management