Core Conversion: Best Practices & Pitfalls

Core conversions are among the most complex and high-stakes technology initiatives a financial institution will undertake. When poorly planned, they can disrupt operations, impact customer and member service, and create long-term challenges.

Join ICI’s leadership team as they share proven strategies, implementation best practices, and lessons learned from successful core conversions. You’ll gain practical guidance to help reduce risk, avoid common pitfalls, and confidently navigate your next conversion.

WHAT ATTENDEES WILL LEARN

  • What strategies will guarantee your financial institution can cost-effectively convert to a new core platform?
  • What common problems will cause implementation timeframes to become elongated or even trigger conversion failures?
  • What strategies will help to make sure your staff members are properly trained and prepared for the core conversion?
  • What is needed to develop maintenance and technical support procedures in preparation for conversion?
  • Where do some banks and credit unions fail when converting to a new core provider?
 

AUDIENCE

This session is appropriate for Bank and Credit Union Executives who are responsible for their organization’s Core Conversion projects and overall strategy.