Services

We can turn in-house forms and letters into SymForms to auto-populate data stored in the Symitar core, such as account, name, and address information. We can assist you by modifng existing SymForms to align with new or changed processes, procedures, or product offerings.

SymForm Development

PowerOn Development

Conversion Project Management

We can provide your credit union with project plans and project management throughout the entire conversion process. From initial preparation through 30 days post live date, we can be there to assist and ensure a smooth transition to your new platform.

Merger Assistance

Thinking about a merger? Let us help you navigate through the complex merger process.

Technology Products

Considering replacing other technology products that interact with your core system or to use independently? Let us help you sift through the different vendors and recommend the best vendor for your situation.

Core & Digital Reviews

Looking to change your core or digital provider? We have an efficient process that will help you eliminate vendors that do not fit your credit union's needs and guide you and your staff to make your best overall technology decision.

General Consulting Services

Need some research completed that you just don't have time for? Review of existing pricing with current vendors? Other questions you would like answered? We can assist.

Vendor Contract Due Diligence

Need someone to help with your contract due diligence? We can provide your credit union with key date notifications for your vendor contracts and document the important business terms of each agreement.

Experience Matters When Important Decisions Are on the Line

We can extract data from the Symitar core ready for import into Excel or other software for strategic analysis; provide reports of core data for analysis and tracking purposes; and automate internal core processes and file maintenance. Additionally, we can modify existing PowerOn reports/data extracts or enhance existing EasyWriter reports.