Core and System Conversion Resources


A Collection of Best Practices for Communicating During Core Processing System Conversion.

Learn When to Communicate Before a System Conversion

Download our communication schedule & all 27 of our pre-built templates.

Click Here


Core Conversion Communications Resource

Communicating with account holders during a core processing system conversion can be difficult. What should you say? When should you say it? How do you explain things? And most important, how do you reduce the risk of receiving angry phone calls during and after the conversion? There is a lot to think about, so we researched how others have communicated during system conversions and added our own experience helping financial institutions communicate during system conversions to provide you with a starting point.

Critical Messages

As you approach your core conversion day, messaging becomes critical. Make sure every account holder receives four to six communications total. Two to three communications should be within ten days of the conversion date. Read More

Retail vs. Business

Retail account holders can receive mass mailings and emails. Business accounts need more of a personal touch over the phone. Build a clear communication strategy and schedule across account holder types. It will save a lot of time. Read More

Email & Print

Emails are instant communications, but you likely do not have everyone's email address. Print mail is slow, but it reaches everybody. A combination of speed and spread is the best way to make sure everyone stays on the same page. Read More


Core Conversion Communication Schedule

System conversions are tough on financial institutions. It’s often difficult to make the transition, there are a lot of moving parts involved and the stakes are high. One of the most important aspects of communicating with your customers or members is making sure that everyone is prepared for the transition. The timeline below represents a sample system conversion communication schedule. We recommend starting the communication process at least 90 days before the system conversion is scheduled to take place. Communications can be general in nature leading up to Day 14, at which time the audience(s) that will be impacted the most should be given specific instructions about the conversion.

Core Conversion Communication Schedule

Core Conversion Communication Templates

Core Conversion Postcard Template - Credit Cards

Core Conversion Postcard Template - Credit Cards

Core Conversion Postcard Template - Overdraft Protection

Core Conversion Postcard Template - Overdraft Protection

Telephone Banking System Conversion Template

Telephone Banking System Conversion Template

Core Conversion Postcard Template - Calendar

Core Conversion Postcard Template - Calendar

Core Conversion Postcard Template - Mark Your Calendar

Core Conversion Postcard Template - Mark Your Calendar

Mobile Banking System Conversion Template

Mobile Banking System Conversion Template

Core Conversion Postcard Template - Checklist

Core Conversion Postcard Template - Checklist

Online Banking Letter (Informative Version) - Core Conversion

Online Banking Letter (Informative Version) - Core Conversion

Online Banking Letter (FAQ Version) - Core Conversion

Online Banking Letter (FAQ Version) - Core Conversion

Checks Letter (Informative Version) - Core Conversion

Checks Letter (Informative Version) - Core Conversion

Checks Letter (FAQs Version) - Core Conversion

Checks Letter (FAQs Version) - Core Conversion

Direct Deposit Letter (Informative Version) - Core Conversion

Direct Deposit Letter (Informative Version) - Core Conversion

Direct Deposit Letter (FAQs Version) - Core Conversion

Direct Deposit Letter (FAQs Version) - Core Conversion

ATM/Debit Card Letter (Informative Version) - Core Conversion

ATM/Debit Card Letter (Informative Version) - Core Conversion

ATM/Debit Card Letter (FAQs Version) - Core Conversion

ATM/Debit Card Letter (FAQs Version) - Core Conversion

Statements Letter (Informative Version) - Core Conversion

Statements Letter (Informative Version) - Core Conversion

Statements Letter (FAQs Version) - Core Conversion

Statements Letter (FAQs Version) - Core Conversion

Letter from President - Core Conversion

Letter from President - Core Conversion

What is a Core Conversion? (Informational Version) - Letter

What is a Core Conversion? (Informational Version) - Letter

What is a Core Conversion? (FAQ Version) - Letter

What is a Core Conversion? (FAQ Version) - Letter

Core Conversion and Account Holders (Informative Version)

Core Conversion and Account Holders (Informative Version)

Core Conversion and Account Holders (FAQ Version)

Core Conversion and Account Holders (FAQ Version)

Benefits of a Core Conversion (Informative Version)

Benefits of a Core Conversion (Informative Version)

Benefits of a Core Conversion (FAQ Version)

Benefits of a Core Conversion (FAQ Version)

General Core Conversion Letter (Informative Version)

General Core Conversion Letter (Informative Version)

General Core Conversion Letter (FAQ Version)

General Core Conversion Letter (FAQ Version)

Core Conversion Employee FAQ Cheat Sheet

Core Conversion Employee FAQ Cheat Sheet

Learn When to Communicate Before a System Conversion

Download our communication schedule & all 27 of our pre-built templates.

Click Here

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