Tag Archives: conversion

SEI CU Chooses ESP

FOR IMMEDIATE RELEASE:

SEI CU Chooses ESP

Spokane Valley, WA – 06/28/2017 – SEI Credit Union in Pocatello, ID converts to ESP’s FORZA3™ core processing platform.

SEI Credit Union (SEI) began life as Pocatello United States Employees Federal Credit in 1935. The original field of membership was postal employees and railway mail clerks located in Pocatello, Idaho, members of their immediate families, and associations of these employees.

In its history, SEI  has gone through several name changes which accompanied additions to its field of membership. In July of 2014, SEI-US Employees Federal Credit Union changed its name to SEI Credit Union.

There are currently 42 Special Employee Groups (SEGs) as part of the field of membership.  SEI  has a total of 2,375 members and $15.4 million in assets.

Several years ago, the management team at SEO began looking for a new core processor. They needed a more up-to-date, more streamlined core that would be more efficient. ESP’s enhanced technology offerings and extended customer service proved to be the right fit for SEI going forward.

Randi Kerr, VP of Operations at SEI, really appreciated the programmable automatic functions within FORZA3™. She stated that these functions directly impact her employee’s workflow by not requiring “every little aspect of daily processes to be performed manually” – a real time-saver.

Although the conversion process can be quite daunting, the SEI conversion went swimmingly. ESP was onsite in Pocatello and was able to cope with any challenges they faced directly. Randi was truly pleased with the result.

“The ESP Team are amazing at what they do!  They were on top of everything for us. They made this conversion so easy. It went so smoothly. It was awesome! I can’t say enough about them.” – Randi Kerr

Christy Harmon, ESP’s Manager of Client Services, coordinated that data was correctly and accurately transferred from SEI’s prior software into the new core. She also was onsite with her team for six business days plus a full weekend to provide hands-on support- making sure SEI was comfortable with FORZA3™. For her, the conversion process went as well as could be expected.

“The conversion went wonderfully! We were able to leave the SEI branch by 5:00 pm on the conversion day – which is a very good sign. We were in balance and they felt comfortable with the change. The tellers were great and loan officers had a good understanding of how to do loans with FORZA3™.” – Christy Harmon

On her overall experience with ESP, Randi had nothing but praise.

“We’re extremely happy with the conversion. What we see so far with FORZA3™ is amazing. We couldn’t be happier. You guys at ESP are just phenomenal. We are so thankful that we chose ESP as our core processor. We look forward to a long future with ESP.” Randi Kerr

ESP wishes to welcome SEI Credit Union to our family. We are thankful for their business and look forward to being a reliable partner with them in the upcoming years.


About ESP, Inc.

ESP, Inc. is a provider of customer-centered core processing and technology solutions strictly for credit unions. Our solutions are designed to accomplish three main goals – to grow your credit union, to make your staff more efficient, and to empower your members. We accomplish this through our powerful FORZA3™ core processing software. Learn more at www.espsolution.net.

Press Contact

John Demke
Marketing Guru
800-456-5750
jdemke@espsolution.net

KBR CU Converts to FORZA

FOR IMMEDIATE RELEASE:

KBR CU Converts to FORZA

Spokane Valley, WA – 01/16/2017 – KBR Credit Union, a branch of American Lake CU, recently converted to ESP’s FORZA3™ core processing platform.

KBR Credit Union (KBR), located in Tacoma, WA, began serving employees of the St. Regis Paper Mill in 1949. “KBR” is short for “Kraft, Bag and Regional” – the three divisions of the mill at the time. In 2015 they merged with American Lake Credit Union (American Lake) located in Lakewood, WA. The merger allows for better access to products and services for the membership as well as bringing more convenience through additional locations.

KBR President Kolin McMann, who has been working in credit unions since he was 17, decided to press forward a core conversion for KBR. McMann began working at KBR in 2010 bringing his considerable credit union management experience and his degree in Accounting from Portland State University. He was later brought over to run American Lake and to manage the merger.

McMann had previously gone through two credit union core conversions and was well aware of the factors inherent in process. Drafting a full RFP (request for proposal), he and his team began to evaluate core processors that would meet 100% of their needs going forward.

“Being a small credit union, we needed something that was incredibly efficient and easy for our frontline staff to use.” – Kolin McMann

After evaluating many cores, McMann and his team selected FORZA3™. ESP was able to beat competing cores by providing the necessary ease-of-use with attractive pricing and no nickel-and-dime charges. KBR was also sold on its numerous third-party integrations and the diversity of other offerings as well. He also noted that “transactions are also much quicker” due to its built-in efficiencies.

Shelly Rogers, Conversion Lead at ESP, was a point person for the KBR conversion. She coordinated communication and the transfer of data between ESP and the existing core. Another important role she filled was to facilitate the verification process with third-party vendors to ensure all systems were functional on day one of the conversion.  She enjoyed working with the KBR staff to ensure a smooth transition.

“Working with the KBR staff was a pleasure! They were all very open with the change and excited about the new process. It was great working with a staff that fully embraces this new platform.” – Shelly Rogers

As often in business, timing is everything. Before a concrete conversion date was established, McMann had booked a vacation to Mexico. As luck would have it, it just happened to fall a full week prior to conversion – not a time that anyone would consider opportune. Although attempting to go “off-grid” vendors continued to attempt to contact him via phone and email to get specific data need for the conversion. Before he could respond and without him asking, ESP’s team, including Shelly Rogers, contacted the vendors, relayed that he was on vacation and provided the information they needed. This interaction ensured that when McMann returned his inbox was not filled with vendor requests.

“It showed that ESP is truly a partner for the credit union not just a vendor.” – Kolin McMann

ESP is looking forward to the American Lake CU conversion and the KBR data migration in March 2017. This will complete the full transformation of KBR into American Lake CU. For more information on KBR Credit Union, a branch of American Lake CU, visit their website at https://www.kbrcu.org/.


About ESP, Inc.

ESP, Inc. is a provider of customer-centered core processing and technology solutions strictly for credit unions. Our solutions are designed to accomplish three main goals – to grow your credit union, to make your staff more efficient, and to empower your members. We accomplish this through our powerful FORZA core processing software. Learn more at www.espsolution.net.

Press Contact

John Demke
Marketing Guru
800-456-5750
jdemke@espsolution.net

American Lake CU Selects ESP

FOR IMMEDIATE RELEASE:

American Lake CU Selects ESP

Spokane Valley, WA – 06/06/2016 – American Lake Credit Union in Tacoma, WA has selected ESP’s (Enhanced Software Products, Inc.) core processing solution, FORZA3™ as the chosen software solution. The credit union has also chosen a plethora of ESP’s ancillary services to compliment the core.

Approximately 6,500 members use American Lake CU for their banking and financing needs. Its mission is to be a “proactive financial cooperative dedicated to helping members improve their financial status.”

There are currently three locations in the Tacoma area and a fourth is on its way in downtown Lakewood, WA in November. This new location will be within three miles of the majority of its members. Its 4,600 square foot space will house the new administration office and a flagship/prototype retail branch. Their grand opening will go hand-in-hand with their conversion to FORZA3™.

The credit unions will be deploying solutions like Member Imaging, Paperless Receipts, Digital Documents, Home Banking, Mobile Banking and MeridianLinks XpressAccounts and LoansPQ.

Kolin McMann, American Lake CU’s President/CEO, has fourteen years experience in the credit union industry and has worked with six other cores previously. This conversion to FORZA3™ will be his third exposure to the conversion process.

The automation within FORZA3™,  its ease of use, the tight integration with third parties and how much the system delivers from the core is unmatched. Meeting Shaun, Matt and Kyle the rest of the team was absolutely amazing. – Kolin McMann

The projected dates of conversion are in late November and early December.

From all the cores I’ve been on… for what you get in software and technological advances – the level of service you get from the ESP team is unparalleled for the cost. – Kolin McMann

Their five year strategic plan includes opening more branches and to streamline efficiencies through reducing redundant workflows.

To learn more about American Lake Credit Union check out their website or like them on  Facebook.

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About ESP, Inc.

ESP, Inc. is a provider of customer-centered core processing and technology solutions strictly for credit unions. Our solutions are designed to accomplish three main goals – to grow your credit union, to make your staff more efficient, and to empower your members. We accomplish this through our powerful FORZA core processing software. Learn more at www.espsolution.net.

Press Contact

John Demke
Marketing Guru
800-456-5750
jdemke@espsolution.net