Growing institutions continue to gravitate toward Next Step’s better approaches to vendor evaluations, conversion management, and process improvement.

Interesting News Bits...

Merck Sharpe and Dome Federal Credit Union (PA) engages Next Step to complete a comprehensive core system and online banking functionality gap analysis. MSDFCU also selects Next Step to handle the vendor contract negotiations.

Georgia's Own Credit Union (GA) engages Next Step to manage their system evaluation and selection process including core, online banking, and all ancillary systems. Georgia's Own Credit Union also selects Next Step to handle the vendor contract negotiations.

Union Savings Bank (CT) engages Next Step to project manage their merger conversion with First National Bank of Litchfield including all core and ancillary system components and to ensure organization wide process standardization.

Lake Trust Credit Union (MI) engages Next Step to complete a core system and online banking system decision process as a result of their large merger which is producing a $1.5 billion combined credit union.

Achieva Credit Union (FL) engages Next Step to risk manage their merger conversion with Sarasota Coastal Credit Union including all core and ancillary system components and to ensure organization wide process standardization.

North American Savings Bank (MO) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. North American also selects Next Step to handle the vendor contract negotiations and to facilitate a high-impact process improvement initiative. Update:  North American engages Next Step to manage their conversion to a new core system and numerous ancillary systems.

Hawaii State Federal Credit Union (HI) engages Next Step to manage their system evaluation and selection process including core, online banking, and all ancillary systems. Hawaii State Federal Credit Union also selects Next Step to handle the vendor contract negotiations.

State Bank of Long Island (NY) engages Next Step to implement project and risk management, testing, and training methodologies to help secure the success of the bank's numerous technology and growth initiatives.

Generations Community Federal Credit Union (TX) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. Generations also selects Next Step to handle the vendor contract negotiations.

Liberty Bank (CT) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. Liberty also selects Next Step to handle the vendor contract negotiations. Update:  Liberty engages Next Step to manage their conversion to a new core system and numerous ancillary systems. Liberty also selects Next Step to facilitate a
high-impact process improvement initiative.

Bank-Fund Staff Federal Credit Union (DC) engages Next Step to conduct vendor contract negotiations and project manage their conversion to a new core system and numerous ancillary systems. Bank-Fund also selects Next Step to conduct a high-impact process improvement initiative.

Navigant Credit Union (RI) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. Navigant also selects Next Step to handle the vendor contract negotiations.

TruStone Financial Federal Credit Union (formerly Teacher Federal Credit Union) (MN) engages Next Step to assist with core system planning and to provide vendor contract advice and counsel.

Union Savings Bank (CT) engages Next Step to conduct vendor contract negotiations and to project and risk manage their conversion to a new suite of Internet Banking solutions.

Veridian Credit Union (IA) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. Veridian also selects Next Step to handle the vendor contract negotiations.

NavyArmy Federal Credit Union (TX) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. NAFCU also selects Next Step to handle the vendor contract negotiations. Update:  NAFCU engages Next Step to develop the master plan for implementing a major improvement initiative with the incumbent vendor.

Picatinny Federal Credit Union (NJ) engages Next Step to manage their system evaluation and selection process including core and all ancillary systems. PFCU also selects Next Step to handle the vendor contract negotiations. Update:  PFCU engages Next Step to develop the master plan for implementing a major improvement initiative with the incumbent vendor and to project administer the roll-out of the initiative.

Liberty Bank (CT) engages Next Step to project and risk manage their core system and front-end system gap analysis and evaluation of new vendors. Liberty also selects Next Step to project and risk manage their conversion to a new suite of Internet Banking solutions for both their consumer and business/commercial customers.

Allegacy Federal Credit Union (NC) engages Next Step to conduct vendor contract negotiations and risk manage their conversion to a new core system and numerous ancillary systems. Allegacy also selects Next Step to conduct a high-impact process improvement initiative.

USAlliance Federal Credit Union (NY) engages Next Step to manage their system evaluation process including core, online banking, and all ancillary systems plus conduct vendor contract negotiations.

University Federal Credit Union (TX) engages Next Step to manage their system evaluation and selection process including core, online banking, and all ancillary systems. University also selects Next Step to handle the vendor contract negotiations.  Update:  UFCU engages Next Step to manage their conversion to a new core system and numerous ancillary systems. UFCU also selects Next Step to facilitate a high-impact process improvement initiative.

Los Angeles Firemen's Credit Union (CA) engages Next Step to manage their system evaluation process including core, online banking, and all ancillary systems, vendor contract negotiations plus conduct an enterprise-wide process improvement initiative. Update:  LAFCU engages Next Step to manage their conversion to a new core system and numerous ancillary systems.

Municipal Employees Credit Union (MD) engages Next Step to manage their system evaluation process including core, online banking, and all ancillary systems plus conduct vendor contract negotiations. Update:  MECU engages Next Step to manage their conversion to a new core system and numerous ancillary systems. MECU also selects Next Step to facilitate a high-impact process improvement initiative.

Carver Federal Savings Bank (NY) announces acquisition of Community Capital Bank and engages Next Step to manage their acquisition conversion including core systems, ancillary systems, and product consolidation.

Redstone Federal Credit Union (AL) engages Next Step to manage their system evaluation and selection process including core, online banking, and all ancillary systems plus conduct vendor contract negotiations.  Updates:  a) Redstone engages Next Step to manage their conversion to a new core system and numerous ancillary systems; b) Redstone engages Next Step to manage their credit card and debit card vendor evaluations; c) Redstone engages Next Step to facilitate a high-impact process improvement initiative.

NuVision Federal Credit Union (CA) engages Next Step to complete an enterprise wide Technology Assessment including core and key ancillary systems.

Premier America Credit Union (CA) engages Next Step to manage their comprehensive vendor evaluation and core system selection process.  Update:  Premier engages Next Step to manage their conversion to a new core system and numerous ancillary systems.

State Employees Credit Union of Maryland (MD) engages Next Step to manage their organization-wide vendor evaluation and core system selection process. Update:  SECU engages Next Step to manage their conversion to a new core system and numerous ancillary systems.   

Fairwinds Credit Union (FL) engages Next Step to risk manage their conversion to a new core system and numerous ancillary systems.   

CU Direct Connect CUSO (CO) engages Next Step to complete a Technology Assessment including key indirect lending loan origination systems.

Jeanne D'Arc Credit Union (MA) engages Next Step to manage their mission-critical vendor evaluation and core system selection process. Update:  Jeanne D'Arc engages Next Step to manage their conversion to a new core system and numerous ancillary systems. 

GTE Federal Credit Union (FL) engages Next Step to manage their conversion to a new core system and numerous ancillary systems while the Credit Union continues substantial growth.

Independence Community Bank (NY) engages Next Step to manage a $4 billion acquisition conversion. This follows a series of engagements that included two acquisition conversions and various vendor comparisons and selections (core, teller/platform, item processing, and call center.

NuUnion Credit Union (MI) announces merger and engages Next Step to complete a comprehensive enterprise system needs assessment and core vendor selection process. Update:  NuUnion engages Next Step to manage the conversion of both Credit Unions to a new core system and numerous ancillary systems.

Municipal Credit Union (NY) engages Next Step to manage their mission-critical vendor evaluation and core system selection process. Update:  Municipal engages Next Step to manage their conversion to a new core system and numerous ancillary systems.

Atlantic Bank (NY) engages Next Step to manage their acquisition technology conversion, implementation of new branch automation systems and lead an enterprise wide process improvement initiative.

Bethpage Federal Credit Union (NY) engages Next Step to manage their conversion to a new core system, considered the largest technology conversion in New York credit union history.

FirstCaptial Bank (TX) engages Next Step to manage their migration to POD processing with full imaging capabilities, following a successful acquisition conversion.

Co-op Services Credit Union (MI) engages Next Step to manage their conversion to a new core system and numerous ancillary systems while the Credit Union positions for substantial growth.

Extra Credit Union (MI) engages Next Step to risk manage their conversion to a new core system and numerous ancillary systems.

New York Community Bank (NY) engages Next Step to manage two acquisition technology conversions (over $5 billion) and to ensure bank-wide procedure standardization.

UnitedOne Credit Union (WI) engages Next Step to manage their system evaluation process including core and all ancillary systems plus conduct vendor contract negotiations. Update:  UnitedOne engages Next Step to provide project and risk management oversight for their conversion to a new core system and numerous ancillary systems.

Roslyn Savings Bank (NY) engages Next Step to complete a core system comparison and selection and to manage a $3 billion acquisition conversion. Executive Management continues relationship with a bank-wide process improvement initiative and an outsourcing vs. in-house data processing analysis.

Heritage Federal Credit Union (IN) engages Next Step to manage their system evaluation process including core and all ancillary systems plus conduct vendor contract negotiations.

Achieva Credit Union (FL) engages Next Step to conduct a new core system risk assessment and evaluate proposed vendor contracts.

Liberty Bank (CT) engages Next Step to manage their vendor comparison and selection for a new item processing solution. Executive Management engages Next Step to manage the conversion process and complete a targeted process improvement initiative.

The List Goes On …
Our clients will be happy to reference our services. Contact Linda Vick at lvick@nextstepinc.com for a list of client references or you can review our clients' perspective first-hand by visiting the Next Step Clients page.