Finding The Right Core Provider For Your Credit Union

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.