Technology
Core Consulting
Credit unions partnering with Synergent gain access to a team of operational experts offering thoughtful, strategic guidance. Core Consulting services provide tailored advice to maximize core processing investments, focusing on growth, efficiency, and operational strategy.
Below is an overview of the various consultation services offered by Synergent to credit unions. These services aim to help credit unions optimize their operations, improve efficiency, and enhance member experience.
- Efficiency Consult: A review focused on maximizing the utilization of existing core products and services efficiently.
- Targeted Consult: A 15-hour system review with a specific focus area, providing guidance and project management for single product deployments.
- Deep Dive Consult: Similar to Targeted Consult but more intensive, intended to provide actionable, systematic changes and recommendations for specific areas.
- New Product Consult: Assessment and recommendation of new products to drive growth and improve service, led by the credit union’s Account Relationship Manager.
- Funded Consults: In-depth opportunities for credit unions to explore maximizing their core investment, with tailored consultations available.
Examples of Funded Consults include:
General Ledger Evaluation with Branch Accounting Focus
Review and recommendations for efficient reporting, chart of accounts cleanup, and GL posting improvements.
Transfers In & Out
Analysis of transfer records, batch jobs, and related reports to ensure proper processing and reconciliation.
Data Permissions and Security Review
Review of console, user, and security group setup to enhance data security and access controls.
ACH Process Assessment
Review of ACH posting jobs, exceptions, and origination to ensure accuracy and efficiency.
Report Analysis (Core vs. Easy Writer)
Comparison and optimization of core and Easy Writer reports to streamline reporting processes.
Loan and Membership Processing Review
Evaluation of membership and loan application processes for efficiency and data accuracy.
Fee Maximization Review
Review of fee schedules, postings, and reports to maximize income opportunities for the credit union.
Account Cross-Sell Assessment
Assessment of current cross-selling procedures and opportunities to enhance account penetration.
Annual Data Cleanup
Formal database cleanup to ensure data accuracy and hygiene.
Project Management Consultation
Assistance with strategic goals, projects, or implementations, including project planning and management.
Core Consulting & Business Continuity Planning
Consulting services for credit unions with the Jack Henry Symitar core, along with business continuity planning to prepare for emergencies.
“Synergent’s provision of hosted Jack Henry Symitar core processing isn’t limited only to the product itself. Our team of experts is here to holistically help credit unions as consultants, a single source for core expertise and recommendations. Our goal is to help credit unions improve performance in operations, management, revenue, and growth strategy.”
Jen Berry
Synergent Vice President
Core Conversions & Consulting
We’d love to speak with you about your technology needs.
Give us a call at 800.341.0180. Or complete and submit the form below. We look forward to speaking with you!
Navigating Credit Union Challenges: Core Consulting Insights
During core consulting, credit unions have the opportunity to work with and receive advice from a subject matter expert to maximize their core processing investment. Gaining efficiencies, reviewing specific systems and focus areas, or recommending new products that credit unions may want to adopt are a few examples of what can be covered.
A True Partner and Extension of Your Team
Synergent takes a holistic approach to meeting credit union challenges by providing strategic consultation, managed services, core processing, integrated debit and credit solutions, marketing and communication assistance, and unparalleled support that is collaborative, proactive, and responsive. That’s part of the Synergent Advantage.
Additional Services You Might Be Interested In
Why Choose Synergent and Symitar?
The stable foundation and enhanced functionality of Symitar, the nation’s leading core processing system, with ongoing support from Synergent, will meet the needs of any size credit union now and in the future.
Experienced Integrators
With over 50 years of experience working with credit unions, Synergent excels in providing credit union solutions that seamlessly integrate with a wide range of third-party vendor products.
What Our Partners Are Saying
“We found the consultation to be a valuable exercise. The process was conducted expeditiously, without much additional burden to the already busy schedule. It identified several opportunities to improve various areas, but also confirmed that we are using much of Episys in the most effective manner. This gives us confidence and helps us focus on the next level of opportunities to improve efficiencies.”
Kelley Carter, VP of Operations
Sebasticook Valley FCU