Thanks to Clients for Contract Renewals
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Share One's management and staff wish to thank our clients for renewing their contracts between October 2018 and through the first quarter of 2019. "We place a high value on renewals. The confidence to renew is reflective of a successful relationship for which we are grateful," says Teri Van Frank, President/CEO at Share One.
1.
AdvantagePlus of Indiana FCU
, Terre Haute, IN
Pamela Lister, President/CEO
, Assets: $23 M - Client since: 2011
2.
American Spirit FCU
, Newark, DE
Maurice Dawkins, President/CEO
, Assets: $62 M - Client since: 2008
3.
Railroad Credit Union
, Irondale, AL
Sharon Hazelwood, President/CEO
, Assets: $106 M - Client since: 2003
4.
K I T Credit Union
, Louisville, KY
Barbara Leonhardt, President/CEO
, Assets: $14 M - Client since: 2004
5.
Southern Security FCU
, Memphis, TN
Dawn Graeter, President/CEO
, Assets: $160 M - Client since 1989
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Pictured Here
Dawn Graeter, President/CEO of Southern Security FCU, signs her credit union's renewal contract in April.
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Register for SYNC 2019 (Share One Client Conference)
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Please join us September 16-18 for SYNC 2019 -
It's Greek to Me
- hosted at The Peabody Memphis Hotel in Memphis, TN.
Presentations are designed to inform and educate a wide variety of credit union professionals.
The Peabody Memphis Hotel room rate is $208 per night, available September 14-19.
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SYNC 2019 Enhancement Voting
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To be considered, here are the requirements:
- The enhancement must be beneficial to the majority of Share One credit unions.
- Your credit union must be able to explain the requested change and the benefit.
- Deadline for submitting entries is May 31, 2019.
Share One will review all entries and narrow down to seven finalists. Attending credit unions will vote at conference, and submitting credit unions can campaign for votes. The three winning enhancements will be announced Wednesday, September 18, and moved to the front of the development queue for early completion.
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Collaboration is a Top Priority for Share One
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Programming decisions and product design require client feedback on functionality, look and feel, report output, and member-facing product usage.
Share One has selected the Microsoft Teams software package to facilitate this collaborative method. When you are invited into a discussion, you can offer ideas and engage in conversation with Share One employees and other clients. After a consensus by the group is achieved, Share One will get to work.
We look forward to your participation. Please take a few minutes to familiarize yourself with
a tutorial on Microsoft Teams
. Teams has both functionality and affordability.
Please contact
Scott Bush
for further information.
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NewSolutions Release Schedule for 2019
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For more information regarding the release schedule, please
CLICK HERE
.
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New Customer Portal Roll Out Coming in April
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Coming soon!
Within the next few weeks, look for a link at the top right of the current Portal to access the
new Customer Portal
.
Important instructions and documentation will explain the process your credit union users will follow to access this new portal. The link near the sign-on area will include a Duo Two-Factor Authentication Enrollment guide. A Customer Portal help document will be available inside the Portal at the Help option.
Your credit union will determine an admin user and contact Share One with that information. A Duo Admin Panel guide will be sent to the proposed Duo admin user from your credit union.
The new Portal will be a central space for your credit union to access important features and searchable information related to our Core and NS3 products, like release notes, manuals, and links to production/pre-production (testing) sites. Additionally, the new Portal will include an upgrade scheduling tool that integrates into your Outlook calendar.
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The NewSolutions integrated OFAC screening tool, strips out all of the punctuation from both names before being searched. This eliminates problems with hyphens, initials, etc.
As a reminder, the following products and services are subject to OFAC screening requirements:
- Deposit accounts, any type
- Checking/share draft accounts
- Money Orders, teller/official checks, travelers checks or other monetary instruments
- Wire transfers
- ACH Transactions
- Loans - including consumer, mortgage or business loans
- VISA accounts
- Trust accounts
- Sales of repossessed vehicles
- Safe deposit boxes
- Vendors
Failing to check these transactions against the OFAC list can put your credit union at risk of doing business with blocked entities or individuals and the fines can be costly, even if they are self-reported. Since the SDN list can be changed at any time, member records should be screened periodically to make sure current member have not been added to the list.
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Joseph Ferrante joins Share One as a Sales and Marketing Assistant. He is currently a junior at Christian Brothers University working towards a bachelor's degree in Business Administration with a concentration in Marketing. He plans to pursue marketing and music after graduating from CBU in May of 2020.
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- This release includes enhancements to Batch Reports, Credit Report Retrieval, Enterprise, General Ledger, In-Place Forms, Loan Origination, Notices, Reports, Teller, and Add-On Products.
- Noteworthy enhancements include Daily Cash Limits and Tracking, Delinquency History Update, New Suffix Restrictions, OFAC by platform, and TrueChecks.
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- This release includes enhancements to the Applicant, Co-Applicant, and Confirmation.
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Educational Services Webinar Schedule
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All Webinars are free, recorded, and
available for download on the SSC.
Live Webinars listed below are in Central Standard Time.
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NSQuery Series (1 of 4) - Session One "Primer"
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NSQuery Series (2 of 4) - Session Two "Basics"
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Enterprise Fundamentals of User Roles and Functions
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Disaster Recovery Test Schedule
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Best Financial Credit Union
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Northwoods Community Credit Union
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