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Conversion Oversight Group, a division of Fintech Vendors LLC

Conversion Oversight Group

Affordable Expertise During System Changes

Many banks and credit unions need conversion management assistance but find it challenging to afford typical consulting assistance. To solve this important issue, the Conversion Oversight Group (COG) offers a suite of services all designed to be affordable and precisely what you need. No reason to overspend.

Financial institution team meeting on a video call

What You Can Expect

  • Delivered by conversion veterans with significant bank and credit union system conversion experience and expertise
  • Provides objective perspective to help ensure the project avoids pitfalls
  • Strengthens focus on the institution's goals and objectives for the conversion
  • Aligns with vendor's methodologies and timelines
  • Provides client-side critical path guidance and risk mitigation
  • Helps set accurate expectations for major events, responsibilities, and complexities
  • Maintains focus on customer/member impact
  • Bolsters enterprise readiness
  • Ensures a holistic view (all impacted systems/third parties)
  • Elevates the level of success achieved

Our Menu of Services

Designed to meet your specific needs and tailored to be budget friendly. Each service is available individually:

  • Conversion & Risk Oversight
  • Project & Task Management
  • Program Management (across multiple related projects)
  • Project Administration Assistance
  • Readiness Assessment
  • Training Advisory
  • Contact Center Advisory
  • Postmortem / Lessons Learned

Scope of Engagements

COG is available to assist with high impact system conversions including:

  • Digital Banking (Online Banking, Mobile Banking, etc.)
  • Mergers / Acquisitions
  • Core Banking
  • Account Onboarding & Loan Origination
  • Payments - Debit/Credit Card Processing
  • Other - (AP/GL, CRM, Commercial, Major Upgrades, etc.)

Deep Vendor Experience

Our experience spans across many vendors such as Corelation, Fiserv, Jack Henry, Velera, Candescent (Digital Insight), FIS, Alkami, COCC, Q2, Finastra, MeridianLink, Abrigo, Bankjoy, FICS, Lumin Digital, Alogent, Mortgage Cadence, Temenos, IMSI, and many others.