The West-Michigan based cooperative CUSO, CU*Answers, is pleased to announce that in May and June alone, the Client Services and Education Team has hosted a total of 23 days of Pre-Conversion Training and Post Conversion Support.  “The Client Services and Education Team plays a large roll when taking on a new client”, states Pauline VanZalen, Manager of the Client Services and Education Team.  According to VanZalen, “Being a part of the conversion process gives the team an opportunity to get to know the client in person prior to supporting the client inquiries over the phone”.

In addition to the training and support for the actual conversion, the Client Services and Education Team hosts an on-going program called the Transition Group.  VanZalen states, “Once on-site post conversion support has ended, we continue to have scheduled recurring meetings with key players at the credit union for 6 months to ensure their comfort on the new system, as well as identifying training opportunities, and potentially new products or services that the client would like to implement.”  CU*Answers offers this program free of charge to all of their new clients.