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Three questions:
2. (1:58) How should a credit union start their core conversion search?
3. (5:45) After a core is selected and the contract is signed, how would a credit union be prepared for implementation?
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How to assemble your credit union conversion team
There are many steps to a successful conversion, such as building your team. It’s up to the leaders of the credit union and the conversion team to build the enthusiasm through communications and attitudes. By assembling a committed team with the right mindset, success is virtually inevitable.
Starting with Your Conversion Team
Since credit unions vary in size, staffing and processes, this may vary based on your specific resources. Generally, it is recommended to consider three key areas:
The CU President/CEO names a Project Lead/Manager (PM) from the credit union staff
United Solutions Company
Tami Webb joined United Solutions from Fiserv where she served as a Senior Sales Executive. She has 20+ years of experience in the financial services industry as Director of Sales Operations and several other executive positions in management, core solutions, compliance, point of sale products, and leadership consulting. Tami comes to us with a wealth of knowledge in working with banks, credit unions, and various lending institutions. Some experiences include CUNA Mutual Group, Southwest Business Corporation, and FDIC.
Jim Giacobbe has been with the United Solutions Company (USC) since 2005 when he accepted a position as Chief Technology Officer. Jim became the CEO and President of USC in 2010. Jim has been a driving force at USC, expanding the business, and diversifying the company’s product line. Jim’s commitment to the credit union industry, innovative technologies, and team integrity has made him a respected and successful leader across the credit union service technology industry.