Core Conversion Support Services
Converting a financial institution’s core system can be challenging and stressful for management and their teams. Whether you are converting your own platforms or are a financial institution that acquires other institutions as part of your strategic plan, we have deep expertise in guiding you through the process. Our project managers have detailed knowledge of project management as well as direct experience with working in financial institutions leading core conversion support services.
Our services include:
- Project register (development and maintenance)
- Management of tasks through completion
- Conversion calls with vendors (product design, task review, and timeline review)
- On-site support for core conversion test week
- Online banking and cash management testing support
- On-site support for go-live conversion weekend and continued first week assistance
- Post-conversion support
Member-only webinars and events.
Join peers and other industry experts for exclusive content on risk trends and leading business practices.
Resources for informed decision making.
Complimentary 2023 NACHA Operating Rules, brandable communication templates, team-specific training packages, thought leadership, news, and more.
Ongoing support from risk management experts.
Direct access to our experienced team, ready to answer critical questions and help guide business decisions.