Growing institutions
continue to gravitate toward Next Step’s better
approaches to vendor evaluations, conversion management,
and process improvement.
Interesting News Bits...
*New in 2011*
Coastal Federal Credit Union (NC) engages Next Step to manage their system evaluation and selection process including core and
key ancillary systems. Coastal also selects Next Step to handle the vendor contract negotiations.
*New in 2011* Vermont Federal
Credit Union (VT) engages Next Step to manage their system evaluation and selection process including core and
key ancillary systems. Vermont FCU also selects Next Step to handle the vendor contract negotiations.
*New in 2011*
Neighborhood Credit Union (TX) engages Next Step to manage their system evaluation and selection process including core and
key ancillary systems. Neighborhood Credit Union also selects Next Step to handle the vendor contract negotiations.
*New in 2011*
UniBank (MA) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. UniBank also selects Next Step to handle the
vendor contract negotiations.
*New in 2011* Mid Minnesota
Federal Credit Union (MN) engages Next Step to
manage their system evaluation and selection process including core, online banking, mobile banking, and ancillary systems. MMFCU also selects Next Step to handle the vendor contract negotiations.
*New in 2011* Farmington Bank (CT) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. Farmington Bank also selects Next Step to handle the
vendor contract negotiations.
*New in 2011* Keesler Federal Credit Union (MS) engages Next Step to manage their system evaluation and selection process including online banking and mobile banking. KFCU also selects Next Step to handle the vendor contract negotiations.
*New in 2011*
MIDFLORIDA (FL) engages Next Step to manage their system evaluation and
selection process including core and key ancillary
systems. MIDFLORIDA also selects Next Step to handle the
vendor contract negotiations.
*New in 2011* Andrews
Federal Credit Union (MD) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. Andrews FCU also selects Next Step to handle the
vendor contract negotiations.
*New in 2011*
Affinity Federal Credit Union (NJ) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. AFCU also selects Next Step to handle the
vendor contract negotiations.
*New in 2011*
American Airlines Federal Credit Union (TX) engages Next Step to manage their core system evaluation system evaluation
and vendor contract negotiations.
*New in 2011* Stanford Federal Credit Union (CA) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. SFCU also selects Next Step to handle the
vendor contract negotiations.
*New in 2011* First
Commonwealth Federal Credit Union (PA) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. FCFCU also selects Next Step to handle the
vendor contract negotiations.
*New in 2011* First
Command Bank (TX) engages Next Step for best practice methodologies and
advice and counsel for their core system, online
banking, and mobile banking
selection process. First Command also selects Next Step to
facilitate the
vendor contract negotiations.
*New in 2011* CSE Federal Credit Union (LA) engages Next Step to manage their system evaluation and
selection process including core, online banking, mobile
banking, and ancillary
systems. CSE FCU also selects Next Step to handle the
vendor contract negotiations.
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 ancillary
systems. GOCU also selects Next Step to handle the
vendor contract negotiations.
*New in 2011*
Update: GOCU engages Next Step to manage their
conversion to a new core system (Acumen) and numerous ancillary
systems.
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.
Update: Hawaii State engages Next Step to manage
their conversion to a new core system, online banking
system, and numerous ancillary systems.
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.
Update: Generations engages Next Step to manage
their conversion to a new core system, online banking
system, and numerous ancillary systems.
Update: *New in 2011*
Generations engages Next Step to manage
their selection of a new card processing vendor and the conversion.
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.
Update: *New
in 2011* Liberty engages Next Step to
oversee their selection of an online account open and
fund vendor and the implementation.
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. *New
in 2011* Update: Navigant engages Next Step to manage their conversion to a new core system and numerous ancillary systems including enterprise-wide process improvement.
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.
Update: *New
in 2011* UFCU engages Next Step to manage
their selection of a new card processing vendor and the conversion.
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. |