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Implementation

The MERCURY Transition Services team consists of project managers, migration analysts, and training specialists. The project manager prepares the Credit Union representatives for their conversion duties, such as data mapping, data approval, and report selections. Our analysts examine the Credit Union current data and write the conversion programs that move that information to the MERCURY System.

The conversion process can be categorized by distinct phases, including project planning, data analysis and data mapping, training, preliminary conversion, client review and approvals, final conversion, and post-conversion support activities. These phases represent the milestones and highlights of a typical conversion and are the activities that are most significant to the success of the conversion. It is our goal to work with you and your proven methodologies to develop an implementation method that is right for the local market.

Training

Educating and training a credit union staff to use MERCURY effectively is an intrinsic part of the conversion process and vital to the long-term success of a credit union. MERCURY Education Services is dedicated solely to increasing the credit unions knowledge of the MERCURY system. Each trainer has extensive, hands-on experience in all functional areas of a financial institution. This knowledge is coupled with in-depth MERCURY application knowledge. The education team builds a training program that will take the staff through the entire life cycle of the conversion and beyond. This expansive portfolio of instructional services will help the entire staff meet all of its future operational and strategic goals. Education Services will work directly with the credit union's senior management to establish key training objectives and develop a detailed working document. The plan will also outline which course should be taken and who needs to attend. Professional trainers will meet with the staff to understand exactly how you operate, and then develop a customized curriculum. Tangible, obtainable goals will be established, monitored and measured throughout the transition process. It is our goal to work with you and your proven methodologies to develop an education method that is right for your credit union.

Continuing Education and Training

Fidelity IFS provides optional post-conversion support services to help users gain confidence in the new capabilities of MERCURY, help reduce pressure, minimize disruption to internal operations, and customer service levels. These services can assist the staff in running daily balances, responding to unique customer-service requests, and answering questions about procedures and new policies. MERCURY Education Services also offers expansive, fully accredited educational options that help customers keep pace with MERCURY features and Credit Union trends. In addition to installation training, Education Services conducts:

  • Symposiums: Conducted in strategically located cities across the country, (usually within driving distance of a concentrated customer area) or by Video Conferencing where available, may cover one specific topic or they may highlight a current industry topic such as a federal regulatory compliance. Now introducing, "Build Your Own Symposium" learn more...
     
  • Webinars: Need training, but can’t afford to spare staff members or the expense to attend Conference or a Symposium?  MERCURY Webinars are the solution!  Receive professional training courses without consuming all of your time or leaving your desk! learn more...
     
  • Annual User Conference: We view ourselves as a technology partner with our credit union clients. To help our credit unions achieve their goals of growth, convenience, building relationships, etc., we offer an annual conference. Educational opportunities focus on professional development, process improvement, services, etc. We believe that continuing education is invaluable and therefore offer a full scholarship to new clients their first year of attendance.

It is our goal to work with you and your proven methodologies to develop a continuing education method that is right for the local market.

Our implementation and training paradigm has been proven in over 375 Mercury installations throughout the United States and the Caribbean. For more information or to customize a solution for your credit union please contact us at 1-800-998-4357 or via email!

 

 

 
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