Cues Podcast

When considering a core conversion, Tami Webb, who is VP/sales for CUES Supplier member United Solutions Company, Tallahassee, Florida, suggests first asking: Why do we want to change? What's the objective? What's driving all this work? Webb is our guest for this episode of the CUES Podcast. She has helped about 30 credit unions convert to a hosted core or remote data processing system. At USC, Webb works with clients to convert and use XP2 or DataSafe. She also has experience working with other Fiserv core solutions as well as Jack Henry’s Symitar Episys and Ease solutions. No matter what core system you are converting to, the first step is building the right conversion team, she says, starting with the project lead who will serve as the liaison between the internal team and the vendor. In addition to the project lead, the core conversion team should include an IT lead and subject matter experts for each area of the credit union. Take care to select the right SMEs for this project, someone who can