Guide to Software for Credit Unions

Find credit union software providers with programs you can use

Software programs come in all shapes and sizes and there is a price tag that goes with that. Check the features of the software you are considering and purchase what your institution needs.

I recommend: Sharetec offers a software suite that includes teller services, members' services, loan processing and accounting. One of the many features includes the member's picture and signature embedded right in their account for instant access. Your members will not wait while the teller verifies their identity. Financial Shared Services Inc offers software packages for small Credit Unions with one to four workstations or software for hundreds of workstations; choose the correct software for your institution.

Choose credit unions software that integrates with the system already in place

If your present software is working for you, consider upgrading it to add a few features that you need instead of replacing the entire system. There may be a small charge to upgrade but this would be minimal compared to replacing the entire system. Find out if the new necessary features are available with your present software. Alternatively, choose a software program that adds these features but integrates with the program in place.

I recommend: Credit Union Software can work as a single or multiple station configuration and they designed it to work with your current computer system. Try the interactive demo to see if this is the answer for you. Strategic Information Technology Ltd. develops and sells Portfolio Plus, which can start as small as you need and then adapt to your growing members list.

Choose credit union software systems that have live customer support

The best software in the world is no good to you if you cannot reach someone to answer questions when that need arises. Software has an online guide but sometimes that is not enough when you run into a difficulty. Choose software systems with live customer support features to get the most out of program.

I recommend: Trinergy offers low cost and high support with its software applications. They will guide you through set-up and answer all your questions. Apex Data Systems offers software that runs on individual PCs, or if you need a larger network, it can run from a server platform. The technical support phone line is listed and available to help you with any issues you incur.