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

Insights And Advice For Credit Union Leaders

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.

5 Governance Tips for Credit Union Boards

5 Governance Tips for Credit Union Boards

  Insights From Callahan Consultant, Chris Howard There’s a growing — albeit misguided — distrust of credit unions today, making effective governance more important than ever … and harder than ever. At its core, good governance is fairly simple, although never...

15 Key Ratios Every Credit Union Board Should Know

15 Key Ratios Every Credit Union Board Should Know

There are thousands of data points you can share with your board about your credit union’s performance, the industry, and the economy. The challenge is identifying which key ratios are most important to your credit union. If you’re looking for a list of key ratios and...

Hassle-Free Benchmarking For Credit Unions

Hassle-Free Benchmarking For Credit Unions

At Callahan & Associates, we understand that smaller credit unions often face challenges in benchmarking their performance against their peers due to limited resources, budgets, and time constraints. That’s why we created a simple, streamlined level in our...

Why Great Lakes CU Is Betting Big On Partnerships

Why Great Lakes CU Is Betting Big On Partnerships

Last week, Callahan & Associates hosted the inaugural installment in its "A Conversation With..." webinar series, featuring Great Lakes Credit Union CEO Steve Bugg. In the exclusive conversation, Bugg emphasized the value partnerships can bring to the industry and...

Browse 5300 Call Reports With Ease.

Browse 5300 Call Reports With Ease.

Every CU 5300 Call Report – Instantly And Seamlessly. If your goal is to reach more credit unions with your products and services, you likely know all too well how long it takes to pull 5300 Call Reports for dozens of prospects to fuel your sales pipeline and...

How Sales Teams Work More Efficiently In Peer Suite

How Sales Teams Work More Efficiently In Peer Suite

Is your team spending countless hours manually pulling reports and compiling data for your credit union prospects? Are you looking for a more efficient way to collaborate with your team and onboard new members? Callahan’s Peer Suite helps credit union suppliers...

Ultimate Benchmarking Guide For Credit Unions

Ultimate Benchmarking Guide For Credit Unions

What Is Benchmarking? Benchmarking is the interpretation and analysis of financial information in order to make direct performance comparisons to other credit unions, banks, and customized peer groups. It enables a credit union to track internal goals, identify...

How Interra Is Advancing Its Purpose Journey

How Interra Is Advancing Its Purpose Journey

Several years ago, the five-member executive team of Interra Credit Union ($1.7B, Goshen, IN) participated in a virtual learning experience from Callahan & Associates offered in collaboration with Harvard Business School Online.