The Problem
Your current core processor isn’t meeting your credit union’s needs, but switching providers is a complex, time-intensive process with long-term ramifications for your organization and your members. With every provider putting their best foot forward to earn your business, how do you determine which one is truly the best option?
The Solution
Knowledge is key and understanding how similar peers are tackling the same problem is imperative for a successful conversion. The included Market Share Guide will help you understand the marketplace and identify the core processors that cooperatives like yours are using and why. That will help ensure the platform you choose will be the right solution to ultimately help you thrive.
How A Callahan Subscription Can Help You Before, During, and After Your Core Conversion
Use Peer-to-Peer to analyze which core processors credit unions like yours are employing and pinpoint any gains they’ve made in relevant performance categories such as efficiency, operating expenses, and loan origination.
Get access to our annual Market Share Guide: Core Processors (just released for 2021) to fully understand the performance and strengths of core processors, gain a better handle on data processing options, and identify possible new partners to better serve your credit union’s needs. This is the only core conversion resource of its kind for the credit union industry.
Lean on Callahan’s Policy Exchange for credit union-donated conversion-related policies, procedures, and tactical documentation like:
- Core Conversion Member Outreach Collateral
- Marketing & Operations Mobile Banking and Core Conversion Communication
- Credit Union Merger and Conversion Manual
- Conversion Best Practices
- Vendor Management Policy
Get Started
Callahan clients can log into the Callahan Portal to explore the resources. If you’re not a client or aren’t sure what you have access to, click the button to speak to a member of our team.
More Blogs
How to Benchmark Credit Union Performance Against the Economy
Credit union executives and finance leaders face an increasingly complex task: explaining financial performance in a way that is both accurate and actionable. Traditional benchmarking approaches focus on two perspectives: Internal Trends – How your own institution’s...
Why Who You Benchmark Performance Against Matters More Than You Think
Too often, benchmarking is treated as a scorecard — a way to check performance against peers for board prep, audits, or strategic planning discussions. But the choice of peer group matters, it can help you tell a more complete story about your credit union’s performance and validate strategic decisions.
Why “Jobs To Be Done” Should Be at the Core of Every Credit Union’s Strategy
Over the past decade, Callahan & Associates has worked closely with credit union leadership teams across the country to help them approach innovation and think more strategically about how they serve their members. A key part of this work has been rooted in...
Great Lakes Credit Union Featured In Callahan & Associates’ “Anatomy Of A Credit Union”
Washington, DC – Great Lakes Credit Union (GLCU) has been featured in the Spring 2025 edition of Callahan & Associates’ “Anatomy Of A Credit Union” series, which highlights exemplary credit unions demonstrating strategic innovation and community impact. The...
Callahan & Associates Celebrates 40 Years Of Credit Union Impact
Washington, DC – On April 1st, 2025, Callahan & Associates proudly marks its 40th anniversary, celebrating four decades of innovation, leadership, and commitment to serving the credit union industry. Since its founding in 1985, Callahan has been at the forefront...
Expertise Matters. Be The Partner Clients Trust.
For credit union suppliers to be considered indispensable, it’s more important than ever to know their clients' and prospects' businesses inside and out. Credit unions are looking for more than just basic products and services from their suppliers – they need partners...
Understanding Credit Union Financial Reports
The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations. Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and...
Navigating The NCUA’s 2024 Supervisory Priorities
In today's changing financial landscape, credit unions face a host of challenges when it comes to maintaining stability and ensuring member protection. Recently, the National Credit Union Administration (NCUA) outlined its supervisory priorities for 2024, highlighting...
Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit unions to make a meaningful impact on their members and communities.
Insights And Advice For Credit Union Leaders
Are you new to a leadership role or preparing for one? Are you focused on empowering future leaders? Are you a veteran leader looking to be inspired? We recently asked new and established leaders what it means to embrace different leadership styles, encourage culture changes, and what advice they have for the next generation of leaders.