Since COVID-19 crashed our shores five or six months ago, everything today is either remote or digital or both -- credit union core conversions included.
To get the credit union perspective on what a remote core conversion looks like, we invited $2.8 billion Founders Federal Credit Union CTO Bob Bender on the show. Bob shares planning stages, going live, team collaboration, third-party vendors, rehearsals (lots of them), and much, much more.
“Even though Corelation and Founders teams operated remotely, the collaboration was amazing, and the project never suffered,” explains Bob. “I would recommend a remote install over an onsite install anytime. Allowing employees reduced travel and back home at the end of the day was not a distraction for the project. In many ways, it accelerated the benefits and project timeline of the conversion.”
Bob even discussed what these remote conversions mean moving forward in a post-COVID world. He also includes his "Bob's Top Suggestions for Remote Core Conversions":
Focus on your Data Capital – clean house and clean again.
Go visit 2 live clients go live events – build your game plan
Outsource keeping the lights on needs – if you can spend more time and create a longer runway, it will benefit you on the other side.
Ask the experts – what are they doing differently
People and process – this will make you great.
Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.