Transform A Daunting Task Into A Collaborative Win
Core conversions can be one of the most challenging projects a credit union will ever take on, not just because of the technological side, but because of the communication, buy-in, and human side of the transition. When handled the right way, transparent messaging and thoughtful framing can turn what feels like a daunting challenge into an opportunity to build trust, alignment, and excitement across the organization.
At Purdue Federal Credit Union, the marketing and administration teams took a unique approach to their recent core upgrade, starting with a simple mindset shift: don’t call it a core conversion. What followed was a complete change in the language used around the conversion. By choosing language that emphasizes improvement rather than disruption, they helped both staff and members feel informed, supported, and optimistic throughout the process.
In this webinar, Jackie Hoffman, SVP & chief administration officer, and Carrie North, assistant vice president of marketing, will share how Purdue Federal Credit Union successfully planned and executed communications for its core system upgrade, from internal rollout to member education.
What you’ll learn:
- How Purdue Federal reframed its core conversion to strengthen buy-in and minimize organizational anxiety.
- When and how the team began preparing internal communications to ensure a smooth transition.
- How the Credit Union used gamified themes to boost morale and ease internal communication.
- Key lessons and best practices your credit union can apply to its own core conversion or other major initiative.
