Letter from President - Core Conversion
Keeping account holders well informed before and during a core conversion is important. Sending a detailed letter about the core conversion about 90 days before the conversion is a great way to start.

Dear [Customer’s/Member’s First Name],

We would like to inform you of an exciting development happening at [INSERT FINANCIAL INSTITUTION’S NAME]. On [INSERT DATE], we will be completing a core conversion. This will help us meet our long-term growth strategies and enhance our electronic delivery systems.

We began our core conversion process [INSERT WHEN THIS PROCESS STARTED - Ex: two years ago] when we started looking into cores that would enhance our account holders’ experiences while also helping us achieve our goals and strategies. [INSERT FINANCIAL INSTITUTION’S NAME] has more than [INSERT NUMBER OF CUSTOMERS OR MEMBERS] and is continuing to grow. Quickly outgrowing our current core system. That’s why we chose [INSERT NAME OF NEW CORE SYSTEM]. [INSERT A BRIEF DESCRIPTION OF WHO THE NEW CORE SYSTEM IS AND HOW IT WILL HELP YOU BETTER SERVER ACCOUNT HOLDERS].

While most of the changes will happen behind the scenes, there will be some brief disruptions. We hope to work quickly and efficiently so this conversion is as seamless as possible for you. We would also like to apologize in advance for any inconveniences this may cause, and thank you for your patience.

You will be receiving key information about our core conversion, including what accounts and services will be affected, starting on [INSERT DATE] by mail, social media, and our website. If you have any questions, please contact us at [INSERT PHONE NUMBER]. Our staff is well prepared and ready to answer any questions you may have about our core conversion.

Once again, thank you for your continued loyalty with [INSERT FINANCIAL INSTITUTION’S NAME]. We are excited about this conversion and can’t wait to better serve you.


[Bank or Credit Union Name]

Template Info
  • License: Free for Commercial Use
  • Product/Service: System Conversion
  • Note: Compliance related items not included, as they differ for banks and credit unions.
Free Download
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