Meet with as many vendors as practical to gain an understanding of the best opportunities for the CU.

Strategic planning, lending challenges among top issues facing CUs.

The core is more than just the system that tracks transactions. It touches all delivery channels.

Core conversion success depends on the combined efforts of the CU and the conversion team.

Keys to conversion success including staying on course, communicating regularly to employees—and trying to make the process fun.

Done right, a core processing conversion can be more than a technology upgrade. It can transform a CU.

Converting to a new core processing system—although difficult, time consuming, and expensive—can yield big dividends.