Core Consulting

Credit unions who partner with Synergent always have a team of operational experts to turn to. Being thoughtful, intentional, and strategic, our team of consultants provides credit unions with informed, trusted, data-driven guidance.

Core Consulting provides credit unions the opportunity to work with and receive advice from a subject matter expert to maximize their core processing investment. Our experts work directly with credit union partners with the goals of growing shares, increasing loans, strategizing operations, and gaining efficiencies in mind.

There are four different types of consultations offered to credit unions who partner with Synergent for their Symitar® Episys® core processing: Efficiency Consult, Targeted Consult, Deep Dive Consult, and New Product Consult.

Efficiency Consult

This complimentary review focuses on ensuring the credit union is using all of their existing core products and services as efficiently as possible. No additional or new implementations will occur as an outcome. The purpose is to help the credit union make the most of their Episys core investment and the add-on modules they’ve already purchased.

Targeted Consult

The Targeted Consult is an 8 to 16 hour system review of a specific focus area, such as collections, lending, application processing, or technology adoption. This may include extra guidance and project management for single product deployments. The process will culminate with an actionable, systematic change that takes place on a “Go Live” date.

Deep Dive Consult

The Deep Dive Consult is similar to the Targeted Consult in that it is a system review of a specific focus area, however, the Deep Dive Consult is intended to provide actionable, systematic change with suggestions for the credit union to consider, as well as configuration to extract the greatest value possible for a specific area. It is a more intensive process, typically taking 16+ hours to complete.

New Product Consult

The New Product Consult is led by the credit union’s dedicated Account Relationship Manager and involves assessing and recommending new products for credit unions to adopt to increase year-over-year growth and improve internal and external service. This will help credit unions select products that will provide members with innovative, in-demand products and allow them to learn about, understand, and make strategic investments based on market trends.

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