Core Processing

By Marc Rapport | Jan. 4, 2021

Ernie Hanington kicked off his new role by choosing a new core platform. Now, he focuses on making the most of it across the enterprise.

By Fiserv | Dec. 14, 2020

Be an Expert! With the right analytics tools, you can lead the growth of your debit and credit card business.

By William Hunt | Dec. 10, 2020

Subtle shifts in market share highlight the specialization of the core provider marketplace – there is a core provider tailored to any type of credit union business model.


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By CU-Interface | Dec. 7, 2020

Identifying true costs and terms takes a team effort on the way to making the best decision.

By Marc Rapport | Dec. 7, 2020

The South Carolina cooperative shares how it coped with the coronavirus crisis while scuttling a 30-year-old, in-house core in favor of a new, outsourced platform.

By Marc Rapport | Dec. 7, 2020

Communication through digital channels proves key to ensuring a successful swap from one core to another.

By Marc Rapport | Dec. 7, 2020

Working from home adds to the importance of securing the data pipeline. Leaders must now consider what data to keep, what data to destroy, and when to destroy it.

By | Dec. 4, 2020

Data and insight from Callahan & Associates and industry suppliers.

By ICI Consulting, Inc. | June 15, 2020

Effective vendor contract negotiations are a key to managing costs when the need for bottom-line efficiency is great.

By Finastra | May 18, 2020

Credit unions can connect to innovative third-party apps easily to compete with big banks and excel in member service.

By Finastra | May 4, 2020

An open system on a cloud-based core is the key to unlocking quick integration and delivering the service options members increasingly expect.

By Rebecca Wessler | Jan. 2, 2020

Based on December traffic (and our editorial instincts), here are the top articles and blogs that appeared on

By Fiserv | Dec. 2, 2019

Wisconsin, Texas, Hawaii cooperatives use agile new core to meet consumer expectations.

By Marc Rapport | Dec. 2, 2019

Seven credit union leaders share best — and next — practices for crafting the perfect request for proposal.

By Symitar | Dec. 2, 2019

Give your members the opportunity to live a life well spent.

By Erik Payne | Dec. 2, 2019

In advance of its core conversion go-live, Affinity Plus FCU designed a training program that fully prepared employees for technical changes while keeping them engaged in the larger process.

By Samantha Cristobal | Dec. 2, 2019

Which cores gained or lost market share in the credit union space? What does performance look like for credit union clients? Learn this and more in the annual Market Share Guide: Credit Union Core Processors from Callahan & Associates.

By Marc Rapport | Sept. 9, 2019

Stakeholders weigh in as the Federal Reserve seeks comment on its proposed real-time payment rail.

Tableau User Group: July 2019 How to Party With Your Data CORE-ectly

By Maya Neuman | March 1, 2019

Fiserv and Symitar continue to dominate, but a plethora of possibilities present choices to credit unions when it comes time to convert or commit.

By Rebecca Wessler | Dec. 31, 2018

Based on December traffic (and our editorial instincts), here are the top articles and blogs that appeared on

By Callahan & Associates | Dec. 12, 2018

Callahan & Associates shares key findings from its 2019 Supplier Market Share Guide: Credit Union Core Processors.

By Maya Neuman | Dec. 3, 2018

How to find the best vendor to fit your credit union’s needs.

By Rebecca Wessler | Dec. 3, 2018

Five can't-miss data points this week on

By Symitar | Dec. 3, 2018

Personalized service delivered on digital channels is within reach. Fintechs can be friends, not foes, in that journey.

By Marc Rapport | Dec. 3, 2018

A veteran Alabama CEO shares how a credit union integrated merged members into the core processing system at their new credit union.

By Marc Rapport | Dec. 3, 2018

Credit unions share how they realized process improvements and encouraged culture changes through core conversions.

By Marc Rapport | Dec. 3, 2018

Maintenance, integration issues, pricing, and even vendor disinterest can be cues that a new partner is in order.

By Marc Rapport | Dec. 3, 2018

The Prairie State credit union converted to a new core platform as part of a transformation to a new charter, a new headquarters, and a new name.

By Maya Neuman | Dec. 3, 2018

The annual Market Share Guide: Credit Union Core Processors from Callahan & Associates offers a valuable look at who’s who in the credit union software space.

By Marc Rapport | Oct. 1, 2018

Carrie Jenkins is leading Centra Credit Union on a new journey into predictive analytics powered by a new core processing system and data warehouse solution.

By Marc Rapport | Feb. 26, 2018

Eight mergers in 11 years helped this Michigan credit union develop best practices in mapping core data during a conversion.

By Callahan & Associates | Jan. 18, 2018

Callahan & Associates and Wendy Cleveland, SVP/COO at AltaOne FCU, discuss how the $636 million cooperative selected the best core for its growth needs and ensured a smooth conversion process.

By Rebecca Wessler | Dec. 25, 2017

Credit unions share their best practices with all year. Here, Callahan’s staff writers share their selections for a handful of lesser-known pieces that are worth revisiting.

By Callahan & Associates | Dec. 15, 2017

Callahan & Associates shares key findings from its 2018 Supplier Market Share Guide: Credit Union Core Processors.

By | Dec. 11, 2017

Data and insight from Callahan & Associates and industry suppliers.

By Rebecca Wessler | Dec. 4, 2017

Four can’t-miss data points this week on

By Fiserv | Dec. 4, 2017

Satisfying the need-it-now ethos can help the branch secure the member relationship.

Partner Perspective
Innovation And Success

By Symitar | Dec. 4, 2017

Core strategies for moving ahead.

By Marc Rapport | Dec. 4, 2017

Core processors share best practices for crafting a truly useful RFP.

By Marc Rapport | Dec. 4, 2017

Desert Schools limits paperwork and focuses on the future in selecting a new core processing partner.

By Marc Rapport | Dec. 4, 2017

How two credit unions found truth and happiness in their search for a new core processing partner.

By Matt Taylor | April 10, 2017

Credit unions should consider moving from mere compliance checks to constant portfolio analysis. Here’s how to do that.

By Marc Rapport | Dec. 19, 2016

Technology providers evaluate 2016 and look ahead to the coming year.

By Marc Rapport | Dec. 5, 2016

The necessity for core processing platforms to evolve continues apace with member demands for seamless service.

By Marc Rapport | June 20, 2016

When it comes to data, the Ohio credit union tasks different departments of the institution to take joint ownership.

By Erik Payne | June 20, 2016

Informed decisions benefit all levels of the Virginia credit union’s operations.

By Origence, a CU Direct Brand | March 7, 2016

Five ways to preserve and grow a base of borrowers in the face of mounting competition.

By Marc Rapport | Feb. 23, 2016

This week’s Governmental Affairs Conference once again demonstrated the movement's ability to mix purpose with innovation, the old and the new.

By Marc Rapport | Feb. 22, 2016

Mountain America Credit Union is a veteran user of cash management analytics, but it’s still learning how to optimize its understanding of and confidence in the system.

By Fiserv | Dec. 7, 2015

As newer solutions hit the market, credit unions are reassessing their definition of the core. The focus is now on integration and leveraging smart data to grow member relationships.

By Marc Rapport | Dec. 7, 2015

People’s Trust FCU recaptured staff time and added operational reliability with its move from an in-house core to an external data center.

By Stephanie Clark | Dec. 7, 2015

We weren't afraid to ask. Results from the Callahan & Associates 2016 Supplier Market Share Guide: Credit Union Core Processors underscore an evolving space, with new offerings and providers popping up.

By Marc Rapport | June 8, 2015

This North Carolina credit union scores with targeted marketing driven by philosophy of dealing with the data it can handle.

By Marc Rapport | May 28, 2015

After big fine on big bank, bureau’s blanket probe of credit union core processor NSF settings raises eyebrows and call for self-examination.

By Marc Rapport | Feb. 19, 2015

Core processing pundits say Temenos will be a worthy competitor in the U.S. credit union market. The Swiss company just bought Akcelerant, a long-established provider of ancillary solutions to several hundred credit unions.

By Marc Rapport | Jan. 8, 2015

College football game a sign of things to come? Some vendors jump in, others stay on sidelines as bitcoin usage grows.

By Marc Rapport | Dec. 11, 2014

Integrated mortgage disclosures top list of regulatory changes approved or under consideration in the year ahead.

By Alix Patterson | Dec. 5, 2014

Annual core processing market share guide raises questions. Answering them helps improve the process.

By CompuSource Systems, Inc. | Dec. 2, 2014

A solid partnership with a core processor who gets it is key to making things happen and achieving the credit union promise for members.

By Marc Rapport | Dec. 2, 2014

Good things come to those who don’t wait. Consultants see savings opportunity in core processing market.

By Marc Rapport | Oct. 10, 2014

Industry-specific software integration standards in place at one credit union but more to come.

By Callahan & Associates | Aug. 25, 2014

Callahan & Associates discusses competition and strategies in the delivery channel space.

By Alogent | Feb. 24, 2014

Bluepoint Solutions Presents: The case for turning paper into an asset that improves service and builds relationships.

Follow these rules to transform card-related challenges into institutional opportunities.

By Aaron Pugh | Dec. 2, 2013

Northwest FCU followed the golden rule of project management when it decided to convert from its 30-year-old legacy core system.

By FIS | Dec. 2, 2013

With a wealth of different options available, here’s what credit unions should really be looking for in a trusted partner.

By Fiserv | Dec. 2, 2013

Job No. 1 at every credit union is providing individual and small business members with superior service and cost savings. But as membership grows, so do the challenges.

By Symitar | Dec. 2, 2013

Although technology has changed substantially over the years, virtually all credit unions share some common requirements when it comes to their core processing provider.

By Alogent | June 24, 2013

5 questions that reveal your true data protection (and what it’s really costing).

By Yun Ma | March 28, 2013

Amy Sink, CFO at Teachers FCU, advises credit unions on how to best use (or not use) member data.

By Brooke C. Stoddard | March 27, 2013

How Coastal FCU learned to use data analytics to reshape its future.

By Aaron Pugh | March 26, 2013

Credit unions are tying existing analytic capabilities to a number of institutional goals.

By Jon Jeffreys | March 25, 2013

This emerging strategy isn’t just about getting more information, but about structuring and using those insights in innovative new ways.

By Melissa Forsyth | March 11, 2013

Justin Curcio, EVP and COO of Darden Employees Credit Union, oversaw converting Orlando's Multimedia CU to a nationwide, virtual credit union for all Darden Restaurant employees.

By Parth Kapoor | Jan. 17, 2013

With the addition of Open Solutions' credit union clients, Fiserv will serve more than 2,350 credit unions with $411 billion in aggregate assets.

By Rebecca McClay | Jan. 16, 2013

Justin Curcio, COO of Darden Employees Federal Credit Union, describes how credit unions can prepare for the technological challenges associated with a growing nationwide member base.

By Aaron Pugh | Jan. 14, 2013

A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the bank.

By Aaron Pugh | Jan. 14, 2013

A Q&A on core conversion strategies with the controller of Northwest Federal Credit Union.

By Andrew Bolton | Jan. 1, 2013

Where are the nation’s credit unions cutting back, doubling down, and forging ahead on the frontiers of financial technology?

By Callahan & Associates | Jan. 1, 2013

The ubiquity of technology and consumer expectations for highly personalized service is redefining how credit unions serve their members – and what’s needed from today’s core platforms.

By Fiserv | Jan. 1, 2013

How to find your fit when one size doesn’t fit all.

By Aaron Pugh | Dec. 31, 2012

Element Federal has lessons for all credit unions when it comes to innovation.

By Synergent | Oct. 8, 2012

Data mining at its core is about increasing response and results.

Partner Perspective
Be Sure And Secure In The Cloud

By Ongoing Operations LLC | July 16, 2012

What does the FFIEC’s statement on cloud computing mean for credit unions?

By Rebecca McClay | May 21, 2012

Interra Credit Union started active performance coaching and started streamlined decision making to reinvent its organizational structure.

Partner Perspective
Get Your Tellers In The Game

By KIVA Group, Inc. | May 7, 2012

Front-line staff should be supported with advanced sales tools and service information.

By Aaron Pugh | Feb. 20, 2012

A $712M institution discusses the pros and cons of conservative technology adoption and industry innovation.

By Alogent | Feb. 13, 2012

This checklist will help credit unions quickly determine if it is time to replace their current document management system.

By Aaron Pugh | Feb. 13, 2012

A $25M institution discusses the pros and cons of early adoption and industry innovation.

By Alix Patterson | Jan. 16, 2012

Credit unions are deploying innovative ways to expand their footprint – both physically and virtually.

By | Oct. 3, 2011

An Iowa credit union is using data and the right attitude to generate solid member relationships.

By Aaron Pugh | March 10, 2011

With cloud gazing, much depends on interpretation. When it comes to cloud computing, some see storms and others see dollars signs.

By Callahan & Associates | Oct. 1, 2010

Five factors to help your credit union make the right data processing decision.

By Callahan & Associates | Oct. 1, 2010

The 2010 Technology Survey indicates most credit unions are increasing their technology budgets depsite a challenging earnings environment and uncertainty around NCUA assessments.

By Callahan & Associates | Oct. 1, 2010

Spending and Market Share Data 2Q 2010: Alpha Listing of Core Processors Serving at Least $1.5 Billion in Total Credit Union Assets, Core Processing Market Share, All Credit Union Client Performance Comparison, Over $20M Credit Union Client Performance Comparison

By Callahan & Associates | Oct. 1, 2010

The right partnership makes a difference in whether your merger will reach its full potential, now as well as the projects waiting down the road.

By Symitar | June 28, 2010

A new core system puts smart credit unions in a position to capitalize on economic recovery.

By Gregg Bachelder | June 28, 2010

Being a credit union’s true technology partner is about offering choices.

By Alogent | March 29, 2010

Enhance member service, cut costs, and take control of a vital operation.

By Steve Comer | March 23, 2010

Be a superhero at your credit union when you demonstrate how electronic workflow aids automatic decision making and complex routing.

By Chris Tissue | Oct. 12, 2009

Three examples of credit unions that aligned their marketing message with the public focus to cut through the static and differentiate their message.

By Sharetec Systems, Inc. | Aug. 17, 2009

If your decisions are based on member-centric design, ease of use, efficiency and cost-justification, they will yield the correct results: keeping more money where it belongs – in your member's account.

By Ray Springsteen | Dec. 1, 2008

The value of a robust business continuity program increases dramatically with the complexity of the business. Creating a program that has ongoing value to the entire business, developing a process that is accessible and simple to follow and designing a testing program that is sustainable are the keys to creating a viable business continuity program.

By Hunter Moss | Nov. 24, 2008

Disaster recovery plans are vital, living documents always up for refinement, as the nation’s credit unions learn from their service interruptions, large and small, man-made or from Mother Nature’s remarkable fury.

By Chip Filson | Sept. 15, 2008

Whether to stay with your current host DP system or to change, has many implications for a credit union’s future. What are the key questions ask when evaluating DP alternatives?

By | Sept. 15, 2008

DNA lives in the core of credit union data system and determines not only how the credit union operates today, but in the future. As times change, how will your credit union’s DNA respond and adapt to changing competitive markets?

By Imprivata | Aug. 25, 2008

Without the need to remember an extensive list of passwords, credit union employees can fully focus on effectively meeting the varied financial needs of their members.

Learn how disk-based backup can help your credit union securely and efficiently protect your core, servers and desktops against data loss.

By Level 9 | Sept. 17, 2007

Not sure? Let's find out...

By Atif Iqbal | Aug. 20, 2007

Adoption of Voice over Internet Protocol (VOIP) is finally reaching a tipping point bringing cost savings and service benefits to credit unions who adopt the technology.

By Atif Iqbal | July 30, 2007

Interest in VoIP or Internet Telephony has been higher than ever. This technology is gaining a lot of recognition in the credit union community and is growing at a rapid rate. So is this the right time for you to think of an upgrade?

By Carolyn Douglas | July 2, 2007

Boasting their new intranet as a premier communications tool, USA Federal Credit Union fundamentally changes the way their users communicate.

Partner Perspective
Omigosh! We need more people!

By fiVision | April 30, 2007

Sound like a familiar request? If you are growing – or want to – it most likely does sound familiar. Perhaps it is time to consider some moves to make your current team more productive without adding new employees

By fiVision | March 5, 2007

Help put the right words in your employees' mouths by putting the right information at their fingertips.

By Mike Werstuik | Nov. 27, 2006

Service-oriented architecture is an area many credit unions are unfamiliar with, but should be when considering data processing operations.

Enrolling a new member has become more complex thanks to regulatory requirements. One credit union has created a fast, streamlined, consistent enrollment process, using a unique approach to integrating the many systems involved.

By fiVision | Aug. 14, 2006

CRM can differentiate your credit union through, providing excellent service, building trust, and positioning it to be first in your members’ minds.

Partner Perspective
Technology -- Path To The Future

By | June 26, 2006

Evaluating the importance of choosing adequate technology for our businesses.

By fiVision | June 5, 2006

what do you think of, when you hear “CRM,”? Some kind of pre-packaged computer system for sales and service? CRM is a system that aims to turn customer satisfaction into customer loyalty.

By fiVision | May 8, 2006

Tom Hanks scribbled on a cave wall in Castaway and tic-tac-toe players use them too. But why do credit unions still use chicken scratches to track sales?

By fiVision | March 6, 2006

Sure you do – but the real trick is achieving it. Read how Digital FCU’s investment in CRM technology has paid off in a big way.

By fiVision | Jan. 30, 2006

Innovative account opening solutions are likely to improve your new member’s credit union experience, but the real benefit may be the impact on your staff.

By Annie Sebastian | Aug. 1, 2005

Initiating a data processor conversion is daunting; learn tips from two leading credit unions for how they initiated the process with confidence.

By Annie Sebastian | July 18, 2005

Using the benefit of hindsight, one credit union shares its steps to a successful data processor conversion.