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Vendor Due Diligence: Security Questions to Ask Before Core Access

Vendor Due Diligence: Security Questions to Ask Before Core Access

by Devon Wilson | Oct 27, 2026 | Credit Union Solutions, Security

Before a vendor connects to your core, you need clear answers to five questions: how it gets in, what it can touch, what data it keeps, how you’ll hear about an incident, and how the relationship ends. That’s vendor due diligence in one breath. The stakes are real. In...
Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff

Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff

by Devon Wilson | Oct 20, 2026 | Credit Union Solutions, Skip A Pay

A holiday skip-a-pay promotion lets members defer one loan payment during the busiest spending months, often for a fee, usually with the loan’s term extended. Members appreciate it. Staff often dread it, because requests arrive by email, fax, and paper, and each one...
Heading to Jack Henry Connect? Symitar Integration Questions to Ask

Heading to Jack Henry Connect? Symitar Integration Questions to Ask

by Devon Wilson | Oct 13, 2026 | Credit Union Solutions, Leadership

Jack Henry Connect 2026 runs October 19–21 in Kansas City, and Symitar credit unions will hear a lot of vendor pitches in three days. The questions that separate them are simple. Does the solution post to your Symitar core in real time? What does a member see when...
Technology Consolidation During a Credit Union Merger

Technology Consolidation During a Credit Union Merger

by Devon Wilson | Sep 28, 2026 | Credit Union Solutions, Leadership

A credit union merger may be approved on paper long before the technology feels like one institution. Behind the member notices, new signage, and organizational changes are two operating environments that were built independently: two sets of applications, contracts,...
Preparing for a Core Conversion: Reducing Migration Risk

Preparing for a Core Conversion: Reducing Migration Risk

by Devon Wilson | Sep 13, 2026 | Credit Union Solutions, Leadership

A core conversion changes far more than the system that stores member and account data. It changes how employees find information, how digital applications create records, how payments post, how documents are indexed, how reports are produced, and how dozens of...
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Recent Posts

  • Vendor Due Diligence: Security Questions to Ask Before Core Access
  • Running a Holiday Skip-a-Pay Promotion Without Swamping Your Staff
  • Heading to Jack Henry Connect? Symitar Integration Questions to Ask
  • Technology Consolidation During a Credit Union Merger
  • Preparing for a Core Conversion: Reducing Migration Risk

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