The basics of a core conversion

Once you’ve chosen a new core, the ‘real’ work begins.

After months of demos, asking questions and reviewing different systems, your credit union has finally decided on a new core! Congratulations! Now the “real” work begins.

A. Manage the Data

If your credit union hasn’t already started the clean-up of the current system data, it’s time to dive in! Purge old members from the database, review credit union notes, forms, letters and reports. Don’t convert old data unless necessary. The conversion is an opportunity for a fresh start!

B. Talk Up the Advantages of the New System

The credit union selection team that chose the new system should be involved in presenting the new opportunity to the credit union employees. Why did they choose this new system? What advantages are there to the new core and how will the new system make our credit union better? It’s up to the leaders of the credit union and the conversion team to build the enthusiasm through communications and attitudes.

 

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