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Harper McNeil, Inc. will:
  • work with your bank to identify all necessary conversion tasks
  • supply the bank with our customized task tracking documentation.
  • assign responsibility for each task and monitor progress.
  • work as a representative for the bank with the vendor and monitor the vendor's responsibilities.

Our assistance would include, but not be limited to:

  • Customer Information Files
  • Product Setup and Integration
  • Account Number Structure
  • Consolidation of Products Offered
  • Training Issues
  • Third Party Interfaces
    4 Compatible to Core Processing
  • Data Verification
  • Balancing Issues
  • General Ledger Issues
  • Location
    4  Site Design
    4  Equipment Placement
  • Personnel
    4  Streamline duties if necessary
  • Training Issues
    4  Effective tools

The larger tasks in conversions are:

  1. Data mapping and control charting
  2. Task tracking
  3. Test conversion and verification of converted data
  4. Training of all employees
  5. Live conversion and support

 

M A J O R   A R E A S

After the bank makes a decision on their long term strategy for information technology, our company will offer them valuable conversion management.

AS A BANKER,
Harper McNeil was a key player during our conversion.  Their expertise and knowledge of the conversion process and in-depth experience with the vendor we selected proved to be crucial throughout the entire process.  They kept both us and the vendor on task from the initial meetings until the conversion process was completed.  I would recommend their consulting services to any institutions preparing to convert core processing vendors.

--ATHENS FEDERAL COMMUNITY BANK
ATHENS, TN

 
 

HARPER MCNEIL,
INC...

is an organization focused on consistently exceeding the needs and expectations of financial institution clients through delivery of value-added services.