A SAFE trip through a virtual conversion

The South Carolina cooperative shares how it coped with the coronavirus crisis while scuttling a 30-year-old, in-house core in favor of a new, outsourced platform.

SAFE Federal Credit Union($1.3B, Sumter, SC) had been on the Fiserv DataSafe platform for 30 years when the South Carolina cooperative began its conversion to Symitar Episys in April 2019.

Converting a primary technology platform requires planning, coordination, and careful step-by-step deployment. The process often takes a year or more, and SAFE was well along its way when the coronavirus epidemic threw a wrench into the works … but only temporarily.

SAFE and Symitar quickly shifted their work from in-person to remote, and the Palmetto State credit union is now running its core technology through a hosted arrangement.

Wayne Keels — the credit union’s director of continuous improvement who joined SAFE in December 2018 — played a key role in the process leading up to the May 18, 2020, go-live date. Here, he shares insight about his credit union’s virtual core processing conversion.


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