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Experience Of The Day Cpmmx Rev
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Experience Of The Day Cpmmx Rev

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CLIENT

CLIENT
EXPERIENCE OF THE DAY

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  • This is the code that we internally assign to every project with the client.
  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • The implementation process is a partnership. Both parties perform and work together throughout the entire process.
  • The methodology used by Fiserv is a proven process used successfully for the majority of our clients. The Installation Guide given to a new client during the kickoff is a step by step procedure spelling out exactly what is required by the Bank and Fiserv.

Experience Of The Day Cpmmx Rev Experience Of The Day Cpmmx Rev Presentation Transcript

  • Bienvenidos! Orlando Moreno [email_address] 408.656.2498
  • CLIENT EXPERIENCE OF THE DAY [email_address] 408.656.2498
  • CPMMX CLIENT EXPERIENCE OF THE DAY [email_address] 408.656.2498
  • CLIENT EXPERIENCE OF THE DAY “ CPMMX” Caja Popular Mexicana, Mexico [email_address] 408.656.2498
  • Caja Popular Mexicana “CPMMX” CLIENT EXPERIENCE OF THE DAY
    • Mission
    • The vision is to be the best credit union, preferred by the quality of its products and services; recognized by its security, trustworthiness, solidity, social commitment and leadership in the popular financial sector.
    • This financial institution contributes to improve the quality of life of its members by means of the education in a savings culture, providing competitive products and services and efficiency with resources administration.
    [email_address] 408.656.2498
  • Caja Popular Mexicana “CPMMX” CLIENT EXPERIENCE OF THE DAY
    • Project Scope
    • Implement a core banking solution for 326 Branches within 23 States
    • Convert customer information from 2 different environments where the bank stored also several customer accounts detailed as follow:
      • 790,000 Savings Accounts
      • 175,000 Current Accounts
      • 40,000 Time Accounts
      • 352,000 Loans
    • Request to be Mexican Regulatory compliant
    • Convert in 4 Phases during 18 months
    [email_address] 408.656.2498
  • - FTM Customer Correspondences Demand Deposit Time Deposits Loans G/L Transfer Order Dealer Insurance Security Common File I C B S Branch Teller (ABT) CRS Doc Plus Mexican Regulatory File Manager Solution Installed at CPM [email_address] 408.656.2498
  • ICBS Architecture [email_address] 408.656.2498 Security Security CIF Customer Information
  • CPMMX
    • Relevant activities that impacted every phase
    • Common File and Application Training
    • Data Conversion and Verification
    • Data Migration or Merge
    • User Acceptance Testing (UAT)
    • Pre-Conversion and Go Live
    • Post-Go Live Support
    Implementation Project Activities [email_address] 408.656.2498
  • CPMMX
    • The challenges faced in every Phase
    • Data Conversion and Verification
      • Lack of Training
      • Resource Availability
      • Re-Process
    • User Acceptance Testing (UAT)
      • Not enough time for Customer tests
    • Pre-Conversion and Go Live
    • Post-Go Live Support
      • Resource Availability
    Experience during Project Implementation [email_address] 408.656.2498
  • How We Approached this Project
    • Building different teams
    • Implementation Team
    • Modification Team
    [email_address] 408.656.2498
  • Project Team Structure Senior VP & Directors Resource Manager Banker Analyst Third Party BA / TEC Third Party Solution PM Project Manager Senior VP & Directors Technicians [email_address] 408.656.2498
    • Team work mentality
    • Putting the Customer First
    • Attitude
    • Pro-Active
    • Communication
    • There are no Heroes, the team is the Hero
    • Focus on your assignment
    Key success during the Implementation Project [email_address] 408.656.2498
  • THANK YOU! GRACIAS! Orlando Moreno [email_address] 408.656.2498 [email_address] 408.656.2498 F