Credit Union Core Vendor Evaluation

We start with a business needs roadmap to identify improvement opportunities, timing and budget, then we convert your needs into a core vendor RFP. We’ll help you interpret the results and build the vendor financial models. We’ll invite the vendors in for scripted demonstrations, manage the follow up process, help with vendor due diligence, and get your team to the best decision.  Once a decision is made, we’ll negotiate the core vendor contracts and help with  vendor implementation,  and process optimization.

Whether you’re just exploring options or have decided to replace your credit union’s core processing vendor, let the most experienced credit union core vendor consultants guide you through the process.

Key Features:

• Unmatched knowledge of Correlation, D&H, FIS, Fiserv, Symitar, CUSO and regional core vendors’ strengths, weaknesses and market pricing
• Proven process to build credit union-wide consensus from your tellers to your Board
• Addresses NCUA and state examiner expectations including vendor risk assessment and vendor risk scorecard. Can include a complete vendor information security review
• Includes process improvement to avoid replacing vendors and keeping bad processes
• We’ll tell you how much you can improve existing vendor performance to potentially avoid a core system conversion
• Cornerstone has no marketing, referral or resale agreements with any vendors