Nobody goes looking for a core conversion because it sounds fun. Credit unions make the move because they've outgrown what they have, they're tired of juggling disconnected systems or they're ready for technology that works the way their team does.
Almost every credit union running Sharetec came from another core. Conversions aren't something we handle once in a while. They're how most Sharetec relationships begin.
Whether you're replacing a legacy core or evaluating a new credit union core platform, the process doesn't have to be overwhelming.
There's still work involved. Data has to move. Staff need training. Third-party vendors need to be coordinated. But you won't be figuring it out on your own.
That's our job.
72%
of new customers switched to Sharetec from legacy core providers
A credit union core conversion has a lot of moving parts: data, vendors, training, validation, timing and staff readiness. Sharetec brings those pieces into a structured process led by a dedicated project management team.
Every conversion starts with a clear project plan. Sharetec maps key milestones, identifies dependencies and helps coordinate the third-party vendors involved in the transition, including card processors, forms providers and other critical partners.
Sharetec receives the files from your current core and converts member records, loans, transactions and account information into the new system.
Your team works through structured validation exercises with Sharetec to confirm the data is complete and accurate. Records are compared, corrected as needed and balanced to the penny before go-live.
Training begins well before launch. Staff complete role-based coursework through Sharetec’s learning management system and work directly with trainers, so they have time to practice before using the system with members.
When launch day arrives, Sharetec staff are on site with your team to answer questions, help balance drawers and carry the day-to-day through the transition.
Credit unions switch to Sharetec for the reasons the platform was built around:
One connected system
A core that staff can learn in hours
A partner that works exclusively with credit unions
A typical core conversion takes about six to eight months, with planning often starting a year or more ahead. The exact timeline depends on your credit union's size and complexity and the third parties involved.
Sharetec does. A dedicated project management team oversees the conversion and coordinates specialists responsible for data conversion, balancing, training and go-live support.
Credit unions evaluating a core conversion typically look for a provider with experience managing data migration, coordinating third-party vendors, training staff and supporting go-live. Just as important is choosing a partner that understands how credit unions operate and can guide the process from planning through launch.
Sharetec combines a learning management system with role-based coursework that staff can complete ahead of go-live, and trainers who work directly with your team. Coursework includes checks so staff can confirm what they've retained.
Sharetec staff are on site in the first days, helping balance drawers and answering questions as they come up, and support continues well past the initial transition.
