Expert Guidance for Core Banking System Transformations

Selecting and implementing a new core banking system is one of the most critical decisions a financial institution can make. This process often involves multiple system changes, making it one of the most complex and high-risk projects your team may face. The challenges can overwhelm even the most experienced project managers. That's where our expertise comes in. With a focus on transformational core banking projects, our seasoned professionals partner with your team to ensure a successful outcome. We apply a proven methodology tailored to your institution's specific needs and complexities, regardless of size or scope. Let our skilled project managers guide your institution through this transformative journey.

Our proven methodology includes:

• Access to the VPC Transformation Toolkit
• Project team structure
• Schedule Management including:
  • Project tracking with our proprietary project schedule (honed throughout 300+ implementations) 
  • Late/slipping task reporting
• Vendor Management
  •  Full inventory of impacted vendors to track integrations mode, status, communications & Issues 
  •  Real-time updates on critical metrics  
•  Communications management across all stakeholders
  •  Status, Executive, and Board reporting
• Functional/User Acceptance Testing with access to our 500+ use cases, including DNA classic step-by-step instructions to execute and track results.
• Data Validation Scripts: Automation of data population and guidance of information tracking during the conversion events
• Event planning and oversight, including detailed playbooks for all your key implementation milestones.
• We help you better understand your systems through guidance, coaching, training, troubleshooting, and, most importantly, listening. 

• Let our team of experts help you make the right decisions so you can be successful from day one. Too many clients look back 6 to 12 months after they go live and realize they did not make the right decisions. We can ensure you never have to say, "We didn't know what we didn't know." 

• Our experts will ask you tough questions about your old processes and work habits to help you elevate and automate as many of your current processes as possible. We will do this by leveraging the DNA best practices our team has learned over their 90+ decades of experience.

• Our end goal is to ensure:
  • Enthusiastic, prepared, and empowered end users
  • On-time go-live
  • Minimal disruption to your members/customers 

| Merger & Acquisition

• In addition to implementation management, we provide:
• Vendor contract management: the shutdown of the acquired FIs contracts to determine the correct action needed for each vendor relationship.
• Technical conversion and transition across the entire technology stack from data lines to core conversion and everything in between.
• The legal Day 1 playbook was developed to handle the transition of people and financials.

| DNA Experts

• Our DNA subject matter experts can provide advanced insights and unique perspectives to help you make more informed decisions. 
• Our Integration experts ensure your critical surroundings work as effectively as possible.
• Our team's unique backgrounds provide more tailored guidance as clients progress through the implementation timeline.
• We know how much work is involved and the process by which your vendors deliver their product(s) so we can better advise and advocate on your behalf. Our team removes roadblocks and ensures everyone is applying best practices.
• We provide a consultative approach to help you understand the "why" behind the many decisions you must make during your conversion. We will help you navigate these decisions so you make the best choices when configuring DNA and establishing your daily processes and procedures. 
• Once you are live on DNA, you will have many questions regarding file posting, exception processing, reconciliation, and countless other topics. We will be available now to help answer your questions and guide you in understanding the process more quickly so you can become experts running your new system. 

• ACH and Inclearing processing and balancing
• Application balancing 
• API and interface support
• Authorizations and RTXN exceptions
• Batch optimization
• Cash Dispenser and Recycler integration
• Cashbox best practices and reconciliation
• Cloud migration
• Data model support
• DNA best practices - daily, monthly, quarterly, and yearly
• DNA testing best practices  
• DNA tuning for performance & stability
• DNAapp installations
• Escrow processing
• Forms optimization
• General Ledger structure, build, and mapping to products in DNA
• Installation support
• Investor processing
• Official Check review and reconciliation
• Process review and improvement
• Product configuration and set-up
• Purging
• Release management and DNA upgrade training and best practices
• Relational pricing 
• Retirement processing
• SQL support
• SWIM file creation and reconciliation
• Training

Optimize Your Fiserv DNA System with Expert Guidance

Access tailored support from seasoned Fiserv DNA professionals to enhance your core banking system. Our specialized services offer ongoing consultation and targeted project assistance, ensuring your operations run smoothly and your system reaches its full potential. Whether you’re looking to fine-tune existing processes or implement new strategies, our experts help you maximize efficiency and achieve your goals.

| Subscription

Get direct access to DNA experts for ongoing support and guidance. Our subscription model offers a reliable resource for resolving issues and optimizing your DNA system.

Items we've worked on under Subscription:

• Pricing package creation
• New Products (Deposits and Loans)
• CoreAPI
• Batch issues
• Customs Solution configurations
• Case Reviews
• Day in the life analysis
• DNA Release Analysis

Exclusive to Subscription clients: Our Release Matrix provides a user-friendly breakdown of each DNA release.

Refine Your DNA Processes with Targeted Expertise

Harness our extensive DNA expertise to drive specific projects and process improvements. Our team works with you to reassess previous decisions and implement more efficient solutions within your DNA environment, ensuring your systems operate at peak performance.

Examples:

• New Product implementation and configuration
• Process reviews and improvements
• Investor and Escrow support
• DNA release reviews and assessment
• Reconciliation and balancing
• Changes in NSF and Premium OD fees
• Relational Pricing
• Retirement Processing
• Purging
• Virtual Branch

Specialized DNA Integration and Enhancement Services

Our expert consulting services cover a broad spectrum of DNA integration and enhancement needs. Whether it’s API strategy and implementation, interface support, payment services, or data model consulting, our tailored solutions are designed to elevate your DNA platform and drive your digital transformation.

| API Consulting Services

Design and implement integrations tailored to your business requirements, optimizing your API strategy for maximum efficiency and effectiveness.

Understanding Your Needs:

• Design and implement new or enhanced integrations to better address business requirements
• Develop use cases and journey maps aligned with specific business objectives

Enhancing Your API Strategy:

• Review and assess current solution architecture to identify improvement opportunities
• Optimize sequencing and workflows to improve efficiency and effectiveness

Enabling Success Through Digital Transformation:

• Ensure robust security, authentication, and authorization practices to protect data
• Assist in selecting and integrating APIs that best meet your needs
• Support field mapping and data alignment to ensure consistency across systems
• Focus on performance tuning, scalability, and troubleshooting for smooth system operation
• Guide transition from legacy integrations to modern solutions, enhancing efficiency and future-proofing systems
• Provide strategies to optimize development spend, ensuring cost-effective and impactful upgrades

| Interface and 3rd Party Consulting Services

Comprehensive support for integrating key systems and third-party services, ensuring seamless operations and enhanced customer experience.

Comprehensive Interface Support:

• Tackle complexities of integrating with key systems critical to operations, such as Loan Origination, Deposit Origination, and Internet Banking
• Support integration of eAgreements and Credit Card systems to enhance service offerings and customer experience

Training and Troubleshooting:

• Provide tailored training for managing and troubleshooting integrations, covering Document Archival, eSignature solutions, Credit and Verification pulls, and Email Receipt integrations

Integration Support and Optimization:

• Offer expert support for third-party service integration, ensuring smooth operation and prompt issue resolution

| Payment Services Consulting

Assistance in optimizing payment services and integrating advanced payment solutions for RTP, wires and P2P to enhance efficiency, security, and overall performance.

| DNA Data Model Consulting

Leverage deep understanding of the DNA data model to align data architecture with business objectives and empower teams through comprehensive training.

Deep Expertise:

• Extensive knowledge of the DNA data model ensures effective alignment of data architecture with business objectives

Data Mapping:

• Precise data mapping services to structure and align data with strategic goals

Training and Education:

• Comprehensive training and education on the DNA data model for effective data management and utilization