Technology
Credit Union Core Conversions
Synergent core conversions are designed to be structured, supported, and predictable.
We manage every aspect of the transition—from planning and deep integrations to training and member communications—so your credit union can move to Symitar with confidence. With a dedicated conversion team, an extensive training program, white-glove support, and accountability from start through post–go-live, we focus on minimizing disruption and ensuring your staff and members are fully prepared every step of the way.
A proven conversion process built around accountability, expertise, and people
A core conversion touches every system, every employee, and every member experience. At Synergent, we treat conversions as a guided transition—planned, supported, and owned by a dedicated team whose sole focus is your success.
From your current system to Symitar, we provide the people, the process, and the accountability to ensure a smooth conversion with minimal disruption.
One Team. One Plan. One Point of Accountability.
Your conversion is led end-to-end by a dedicated Synergent team, including project managers, business analysts, trainers, and technical specialists.
We build and manage a comprehensive project plan that includes all systems, vendors, and third-party integrations. You won’t be coordinating providers or chasing answers—we do that for you.
It’s your conversion.
We own the process.
Deep Integrations
A successful conversion goes well beyond the core.
Synergent takes accountability for integrating Symitar with your existing or new systems, including payments platforms, digital banking, and ancillary services. We manage vendor coordination so your team can stay focused on operations and members—not troubleshooting integrations.
Training for Every Employee
Training is delivered directly by Synergent staff—not a train-the-trainer model.
Every employee receives role-based, hands-on training using a mock database and, once available, your actual credit union data. This approach builds confidence, reinforces data accuracy, and ensures staff are ready on day one.
Go-Live Support That Stays With You
Synergent staff are on-site at all locations during conversion weekend and remain on-site through the first week after go-live, providing immediate support as your team transitions to live operations.
Dedicated Support for the First 45 Days
For the first 45 days post–go-live, your conversion team remains your dedicated support team, helping you work through outstanding items, trial and first month-end processing, and real-world operational cycles.
Only then do we formally transition you to your ongoing Client Success Manager and Synergent Service & Support team.
Clear Member Communication
We support member-facing conversion communications that explain what’s changing, why it matters, and what members can expect—reducing confusion, anxiety, and call volume.
A Conversion You Can Feel Confident About
A core conversion doesn’t have to be disruptive.
With Synergent, it’s guided, supported, and fully owned—by people who have done this before and stay with you well beyond go-live.
“Choosing Synergent felt like a natural fit for our credit union. Their technology will allow us to streamline and improve efficiency across our operations, but what truly stood out was their commitment to service. Throughout this process, they have consistently shown that they care about helping us find the right solutions so we can serve our members better.”
Cathi Kisseberth, CEO
Hancock Federal Credit Union
What Sets a Synergent Conversion Apart
- Single point of accountability
- Full ownership of vendor integrations
- Direct training for every employee
- On-site go-live and post–go-live support
- Dedicated conversion team for the first 45 days
“Their comprehensive, credit-union focused technology, paired with a strong track record of personalized service and support, made them the clear choice for our credit union. Synergent’s integrated solutions will allow us to enhance the member experience, improve operational efficiency, and position our credit union for long-term growth.
Berta Varao, President and CEO
New Bedford Credit Union
Why Synergent and Symitar
A practical overview of how Synergent and Symitar work together to deliver long-term stability, integration, and support for credit unions.
Download the PDF
Find out more about
Synergent Conversion Communications
Let's start a conversation.
If you’d like to talk through your priorities or explore how Synergent could support your credit union, we’d welcome the conversation.
Complete this form, or call us at 800.341.0180.
Frequently Asked Questions
What will this actually feel like for our staff during the conversion?
Most teams tell us the process feels structured and well supported. Training is role-based, support is on-site during go-live, and the same Synergent team stays engaged after launch—so staff aren’t left figuring things out on their own.
How much internal coordination will our credit union need to manage?
Less than most expect. Synergent owns the project plan, timelines, and vendor coordination. Your team stays involved, but you won’t be responsible for managing multiple vendors or driving the process.
What if issues come up after we go live?
That’s expected—and planned for. Your conversion team remains your dedicated support team for the first 45 days after go-live, helping you work through real-world scenarios, including month-end processing.
How do we know this process will work for our credit union?
Every conversion starts from a different place. Synergent’s process is designed to adapt to your environment while relying on a proven methodology that has guided credit unions through successful conversions to Symitar.
