Volume 32 - Bradford Scott Data Corporation
Contents
1. E 6h E Bradford Scott Fort Wayne IN P 260 625 5107 F 260 625 6248 What s INSIDE Cross Selling Proactive CU Member Marketing Our Commitment to a Quick Software Callback FACT Act Legislation Update New Tip of the Week E mail Program mm A W N Bradford Scott People amp Places New Offices and Employee Spotlight On Help is Just a Click Away 7 in the GUI system with the FI Key Online Promotional 8 Products Catalog Loan Form Users NEW Bradford Scott is very pleased to offer new loan forms from The Wisconsin Credit Union League loan forms and CUNA loan forms See page 2 for further details about the new forms and how to purchase them from BSDC 2004 4 QUARTER Data Corporation As the credit union industry continues to change so does the requirement of individual credit unions No longer is competition isolated to the one large bank in town now a credit un ion that used to be a partner is able to pursue your membership base E loan and other web sites now capture loans from members before they leave their own home It requires you to think in new ways and reach your members be fore someone else does To help with that goal the Sharetec Credit Union system has devel oped Cross Selling and Member Rewards CSMR CSMR has two very powerful tools Cross Selling CS allows your Credit Union to proa2. Karin from Obelisk Credit Union says Tammy has been very helpful Kelly from Redbrand Credit Union says Tammy is wonderful in support Nick at Northwest Municipal Credit Union says Tammy pro vides great support BSDC says Thank you Tammy for a JOB WELL DONE and we look forward to working with you for many years to come The documentation found in the Sharetec GUI User Manual is intended to provide the user with an explanation of the function of each workspace and to assist the user in successfully navigating through each workspace by explaining data fields options and required actions The documentation for each workspace is accessed by pressing the F1 key from anywhere within the active workspace Once 7 pressed the F1 key will open the a gt i Sharetec GUI User Manual in a separate window to the page docu menting the active workspace Spe cifically the user is sent to the page in the manual that discusses the field that the cursor is in Once the Sharetec GUI User Manual window has been opened the user can access the Table of Contents bar on the left side of the window to view documenta tion for other workspaces or topics Topic headings in the Table of Contents mirror the action items menu in the Sharetec GUI product Double clicking on a main topic heading will expand the Table of Contents to dis play the help sub topics associated with each of the workspaces in the Share
3. Mamber Member Name hoot Typ 2 leger Mali iy Joint Owner Active 4Brickel Duane i Joint Owner Active 5 Kolar Falke 01 Joint Cener Acie S Kolar Kelh TS Joint Gwerer Acia Cross Selling E Promotional Product LastPromoted Telephone Banking 00 03 20 2003 Certificate 5 000 3 10 722 04 03 20 2003 DEBT Chrysler Financial 30 000 00 DEBT Tower Bank 12 245 00 is tracked individual reward programs can be created to motivate your team to see the personal value in Target Marketing Knowing your members is an area that separates credit unions from banks CSMR provides new tools to help you let your members know how you can work with them to meet their financial goals Please contact your Sales REpresentative to learn more about CSMR ATTENTION LOAN FORM USERS BSDC is very pleased to offer the following new loan forms WISCONSIN CREDIT UNION LEAGUE LOAN FORMS e82017 Settlement Statement and e82027 Good Faith Estimate CUNA LOAN FORMS ast225 Settlement Statement and est777 Good Faith Estimate 99 We are ready to roll these forms out to you If interested you must first attain licensing through CUNA or WCUL and then contact Kevin Lowder 260 625 5107 or 317 713 2065 for pricing and a purchase agreement BRADFORD SCOTT IS COMMITTED TO PROVIDING QUICK CALLBACKS The Software Support Team meets and exceeds their latest callbac
4. By MOVEMIDEF L003 class but we wanted to take this and yes we got our name i aa opportunity to tell our clients a on the building wah little more about the new facilities Although the moves were not far items such as furniture and phones were left behind as Bradford Scott purchased new and im proved replacements for both The moves took only one weekend as we did not want our clients to experience interrupted customer service through delays caused by our relocation The Indianapolis office was the first to move in late November 2003 Improvements our clients will likely notice at our new Indian apolis office is our new classroom and product demonstration room The classroom is slightly larger than the one previously used and will allow more clients to attend our helpful training sessions The product demonstration room is complete with a retractable projection screen where all of our software systems can be individu ally viewed by our clients The Fort Wayne employees moved into a brand new facility in May of 2004 The new Fort Wayne office provides a unified space more conducive to teamwork and fea pS tures a larger classroom It also of fers a new conference room that can be used for team meetings and product demonstrations Our new Fort Wayne Office opened May 2004 If you are interested in seeing the Bradford Scott facilities for yourself we encourage you to call your account representativ
5. Cross Selling looks at the products that the credit union wants to promote at specific times and makes specific recommendations based on the individual member need Some of those can include Share Draft Accounts Share Certificates if they have more then X in an account e Loan Refinance based on information from their latest credit bureau report Continued on Page 2 COVER STORY CROSS SELLING Continued from Page Since each member may have different HMiE nIS SSO Masons balances and different existing services CS will consider those differences when mak ing recommendations In other words what is mentioned to the first member that comes in the door may be completely dif ferent then what is mentioned to the next member This allows your credit union to offer one to one marketing also known as Target Marketing Relations Holds F aa Koler K Hy a 0601 1963 Beneici ion o Da 33 kolar Kelh 30 S6 000 7 6 01 963 Comaker ACIE Kolar Nicholas Jaini Canar Auctrit kolar Keith 5 3 0 Sh DEO 1 SBS sont Cher Active Equity Products ACH Feyroll CS goes further to track when a mem ber last had something promoted to them and who promoted it This means the member is not annoyed by having to an swer the same question on every visit and that management can track how well some thing is being promoted As that information
6. ber record AUGUST 9 2004 To reduce tape backup issues be sure to replace your backup tapes every 12 months AUGUST 16 2004 When you do a Ctrl D in any date field in GUI a calendar window will pop up that overlays the Workspace and allows you to select a date Once you select the date from the calendar the system will update the date field with that selection In the loan payoff field there is a down arrow to show you that there is a calendar option whereas for other date fields there is no down arrow therefore you must use Ctrl D if you want to access the calendar function AUGUST 23 2004 Did you know The dividend posting program jump code divpost must still be ran at every monthend even if you are not paying dividends that month Submit your Sharetec ideas to Bonnie Doolittle at bdoolittle bradfordscott com PEOPLE AND PLACES The Bradford Scott Offices have a moving experience Also Bradford Scott recognizes Tammy Greenbank for her outstanding work in the Credit Union Software Department TWo NEW BRADFORD SCOTT OFFICES MAKE THEIR DEBUT The last 365 days have seen Bradford Scott Data Corporation move both the Indianapolis and Fort Wayne offices to new loca tions complete with more space Tand additional benefits to better serve our growing client base Many of our clients have already Our new north side Indianapolis been to one of the new offices for nee Oped
7. c tively present financial alternatives to your members based on the credit unions standards and Member Rewards MR provides a way for members to be ranked and categorized inside Sharetec to offer different programs and pre sent more targeted marketing Both are closely related but perform different functions that we will look at further in this article It would be great if every member was finan cially sound had many of the different products the credit union offers always has thousands of dollars more than the minimum required bal ance and is absolutely never late on a loan pay ment Although it is a dream to have a mem bership base like this it is not uncommon to have a number of members that do fit this pro Indianapolis IN P 317 713 2065 a F 317 713 2071 Cross Selling BY KEANE KULAK Proactively Present Financial Alternatives to Your Members Based on the Credit Union Standards file The credit union is here to serve both types of members and everyone in between Member Rewards allows the credit union to rank the members with descriptions such as Gold Silver amp Bronze on factors that include e Services Utilized Number of Accounts e Balance in Accounts e Credit Score Once the members are ranked different rates for both savings and lending can be ex tended automatically to the member To reach that member custom mailers intro ducing new products can be sent to different groups
8. e and schedule an office tour and product demonstration RECOGNIZING A STAR AT BRADFORD SCOTT AMMY GREENBANK Tammy has been with BSDC over six years where she works as Customer f Support Representa tive in the Software department She is an asset to her team and to our company pro viding awesome cus tomer support She helps out wherever needed and has even mentored our newer employees She came to BSDC with previous finan cial institution experience at a credit union in Sierra Vista Arizona Prior to living in Sierra Vista she lived in England where she worked as a mail carrier with the Royal Mail Tammy is proud to be in an Air Force family Immediately following graduation she went into the Air Force It is there that she met her husband Doug who has subse quently retired from the Air Force In De cember Doug went back to the Air Force by joining the Air Force Reserves Their son Tyler is a fireman in the Air Force and is stationed in Alaska He is currently serv ing in Iraq as a volunteer for temporary duty at the Baghdad Airport In her free time Tammy enjoys garden ing traveling camping hiking and of course skiing Tammy says The best part of my job is working with our customers have learned so much from our customers regarding the credit union industry and wish to thank them for all the help they have given me through my years here with Bradford Scott
9. ended to a customer the institution must provide a clear and conspicuous notice about furnishing negative information in writing to the customer Negative information means information con cerning a customer s delinquencies late pay ments insolvency or any form of default To assist our credit unions with compliance of the FACT Act there were changes made to your BSDC De linquent Notices and Letters to include new verbiage on the bottom of these notices BSDC used the recom mended verbiage suggested in the Act as follows We may report information about your account to credit bureaus Late payments missed payments or other defaults on your account may be reflected in your credit report In addition there are some new features that came in addition to the Fact Act Update Some of these are e You can now place a contact name and phone number on the letters f you print each of the letter types out sepa rately you can put different contact names phone numbers on each of the letter types e You can avoid printing sending letters for small delinquent dollar amounts FACT ACT FACTS By STEVE RICHARDSON You can see these new fields in the updated BSDC Delinquent Notices and Letters program If you are a Character CHUI customer jump to bsdltr press F2 to continue and the new fields are on this screen If you are a Graphical GUI customer go to the Lending Workspace Notices BsDC No
10. ilable at www bradfordscott com The Forms Division Invites You to Visit our Website and View Our Promotional Products Online Catalog Free Setup on all new promotional product orders This website will allow our clients to browse a huge selection of popular products within the comfort of their own office 08 Product Search Featu ring a New amp Easy _ i search by to Use Product Search T Shirts Golf Shirts Jackets Sweaters Hats name number or keywords Pea ae eee Water Bottles Cups Magnets Calendars fs All items are categorized and i Mugs Pens Pencils Rulers Mouse Pads Price Range searchable by either product type or Key Chains Ornaments Piggy Banks rice range Ite p 3 Employee Incentives Awards Banners b Advanced Search The search results appear complete ANG MUCH MORET with item photos and pricelists cee For More Information Contact Rose or Tony BUSINESS FORMS amp PROMOTIONAL PRODUCTS Indy 317 713 2065 Fort Wayne 260 625 5107 Email forms bradfordscott com 100I Chestnut Hills Parkway Suite Fort Wayne IN 46814 Serving the Medical Industry Since 1983
11. k goal We Are Committed to Giving Your Credit Union a Quick Callback The Software Support Team is very excited to share our I Callback results with you The Software Support Team has a goal to respond to every call that comes into their Call Queue within 29 minutes While it may take longer to resolve we are committed to begin working on your issue within 29 minutes of the time you placed the 5t call Take a look below In the last 8 months the team took over 10 000 calls and only 13 calls did not get the call within 29 minutes On those I3 calls none exceeded 35 minutes We are committed to make that number 0 Credit Union Software Support It Callback Time 30 Minutes or More Last 8 Months W 1 31 min 1 32 min 1 35 min April May June February March Bradford Scott updates the Sharetec system to be in compliance with the recent legislation As most of you are aware Bradford Scott re cently completed the update to your Sharetec system to keep in compliance with the recent FACT Act legislation In case you are unfamiliar with this legislation the following is from a Fed eral Reserve press release dated 6 8 2004 The FACT Act provides that if any financial in stitution l1 extends credit and regularly and in the ordinary course of business furnishes infor mation to a nationwide consumer reporting agency and 2 furnishes negative information to such an agency regarding credit ext
12. r ID description defaults to the User ID that is assigned To change the User ID description not the User ID go to the Users File jump code usrmt and press F8 to clear and then type the name Creating or maintaining user profiles must be done in your Character version of Sharetec AUGUST 2 2004 Did you know that you can search by First Name on the Graphical GUI Sharetec system Go to the Search area and select Primary or Joint account Select the data type Last First Go to the white bar and input a comma followed by the first name Press the Search button If only a single match is found the mem ber record will become the active record in the workspace If there is more than one record a window displaying all matching records appears for the user to select the desired member record For example if you are searching by Pri mary name and entering a character string Daisy all member records belonging to BRADFORD SCOTT LAUNCHES TIP OF THE VVEEK E MAIL PROGRAM By BONNIE DOOLITTLE Started in June of 2004 the program is designed to provide our clients with miscellaneous hints and ideas from BSDC employees and other users members with a first name of Daisy would be displayed in the browse along with the complete record name and account number to distinguish them The more information entered in the string search box the fewer matches making it easier for the user to find the desired mem
13. tec GUI action items menu The FT key will open the Sharetec GUI User Manual in a separate window to the page documenting the active workspace we HELP IS A KEYSTROKE AWAY WITH THE Fl KEY IN THE GUI SYSTEM The Sharetec GUI User Manual is linked to each workspace and can be viewed from each user workstation OTHER OPTIONS e Like other Windows based products once the Sha retec GUI User Manual window has been opened the user can resize the window minimize it and leave it open or close it e Help topics can be sent to a printer Left clicking the Printer icon on the window s tool bar will display a prompt giving the user the option to print only the help topic currently open or all the sub topics shar ing the same main heading as the open help topic The Sharetec GUI User Manual window can also be opened by left clicking Help on the workspace tool bar and then left clicking Sharetec GUI User Manual In addition to help topics for each GUI workspace the Sharetec GUI User Manual also has a section ti tled Procedures Documents This section includes top ics related to miscellaneous setup and processing proce dures required for using the various Sharetec applica tions Questions about the F1 Key and Its Functionality Please call the credit union software support department for further details about the FI integrated Sharetec GUI User Manual 260 625 5107 317 713 2065 7 Now Ava
14. tices amp Letters to see the new fields that have been added If you have any questions regarding this update please contact Software Support at 260 625 5107 or 317 713 2065 ON THE WEB For a more in depth review of the FACT Act please visit the following website http www bankersonline com idtheft jh_fcra html Once there you will find more information about the following topics Changes that Impact Credit Unions Identity Theft New Notice of Action Taken When the Changes are Effective Needed Action As part of our ongoing goal to provide the best possible service a Tip of the Week E mail Program was started in June 2004 These tips include ideas such as helpful hints procedures from BSDC or BSDC credit unions best practices and miscellaneous items If you have a good idea that relates to the functionality of Sharetec and would like to share with other BSDC users please submit it to be and I will passed on to the e mail group If you have not received these helpful tips via e mail please send you e mail address to Bonnie Doolittle at bdoolit tle bradfordscott com and you will be added to the list immediately Please sign up today The following are excerpts from some of the tips that were sent since the program began JUNE 14 2004 The following list includes reports used to complete the 5300 Call Report Sub Ledger Balance Report glsubbal Certificate by Maturit
15. y cdbymat NCUA Share Analysis insrpt Financial Reports standard psfincon amp psincoma e Daily Financial Reports gitribal amp glstmnt e Month End Delinquency Report delqprt Month End Loan Analysis Reports InanIrp Officer Employee Loans Inoffemp JuLY 5 2004 CHARACTER TIP When in the Trans action Screen processing a loan payment i e LP transaction code and your cursor is on the Tran Amt you can switch from the amount remaining to the loan payment amount by pressing the asterisk key GUI TIP When in the Member Transac tions Screen processing a loan payment i e LP transaction code and your cursor is on the Tran Amount you can toggle between the amount remaining and the loan payment amount by pressing the asterisk key JULY 12 2004 If using the Create New User by Copy jump code usercopy menu item to create a new user from an existing user profile the member account access parame ters are also copied For example To cre ate user abc copy the user profile from Imn If user Imn cannot access certain member accounts user abc will also be restricted from those same accounts To make changes to the accounts that the user has access to go to Users Member Access File Maintenance jump code umbperm 99 Do you have so many users that you of ten have to think about who the user initials belong to When adding or copying a new user the Use
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