Experience Of The Day Cpmmx Rev

331 views
214 views

Published on

CLIENT
EXPERIENCE OF THE DAY

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
331
On SlideShare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
0
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide
  • 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

    1. 1. Bienvenidos! Orlando Moreno [email_address] 408.656.2498
    2. 2. CLIENT EXPERIENCE OF THE DAY [email_address] 408.656.2498
    3. 3. CPMMX CLIENT EXPERIENCE OF THE DAY [email_address] 408.656.2498
    4. 4. CLIENT EXPERIENCE OF THE DAY “ CPMMX” Caja Popular Mexicana, Mexico [email_address] 408.656.2498
    5. 5. Caja Popular Mexicana “CPMMX” CLIENT EXPERIENCE OF THE DAY <ul><li>Mission </li></ul><ul><li>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. </li></ul><ul><li>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. </li></ul>[email_address] 408.656.2498
    6. 6. Caja Popular Mexicana “CPMMX” CLIENT EXPERIENCE OF THE DAY <ul><li>Project Scope </li></ul><ul><li>Implement a core banking solution for 326 Branches within 23 States </li></ul><ul><li>Convert customer information from 2 different environments where the bank stored also several customer accounts detailed as follow: </li></ul><ul><ul><li>790,000 Savings Accounts </li></ul></ul><ul><ul><li>175,000 Current Accounts </li></ul></ul><ul><ul><li>40,000 Time Accounts </li></ul></ul><ul><ul><li>352,000 Loans </li></ul></ul><ul><li>Request to be Mexican Regulatory compliant </li></ul><ul><li>Convert in 4 Phases during 18 months </li></ul>[email_address] 408.656.2498
    7. 7. - 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
    8. 8. ICBS Architecture [email_address] 408.656.2498 Security Security CIF Customer Information
    9. 9. CPMMX <ul><li>Relevant activities that impacted every phase </li></ul><ul><li>Common File and Application Training </li></ul><ul><li>Data Conversion and Verification </li></ul><ul><li>Data Migration or Merge </li></ul><ul><li>User Acceptance Testing (UAT) </li></ul><ul><li>Pre-Conversion and Go Live </li></ul><ul><li>Post-Go Live Support </li></ul>Implementation Project Activities [email_address] 408.656.2498
    10. 10. CPMMX <ul><li>The challenges faced in every Phase </li></ul><ul><li>Data Conversion and Verification </li></ul><ul><ul><li>Lack of Training </li></ul></ul><ul><ul><li>Resource Availability </li></ul></ul><ul><ul><li>Re-Process </li></ul></ul><ul><li>User Acceptance Testing (UAT) </li></ul><ul><ul><li>Not enough time for Customer tests </li></ul></ul><ul><li>Pre-Conversion and Go Live </li></ul><ul><li>Post-Go Live Support </li></ul><ul><ul><li>Resource Availability </li></ul></ul>Experience during Project Implementation [email_address] 408.656.2498
    11. 11. How We Approached this Project <ul><li>Building different teams </li></ul><ul><li>Implementation Team </li></ul><ul><li>Modification Team </li></ul>[email_address] 408.656.2498
    12. 12. 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
    13. 13. <ul><li>Team work mentality </li></ul><ul><li>Putting the Customer First </li></ul><ul><li>Attitude </li></ul><ul><li>Pro-Active </li></ul><ul><li>Communication </li></ul><ul><li>There are no Heroes, the team is the Hero </li></ul><ul><li>Focus on your assignment </li></ul>Key success during the Implementation Project [email_address] 408.656.2498
    14. 14. THANK YOU! GRACIAS! Orlando Moreno [email_address] 408.656.2498 [email_address] 408.656.2498 F

    ×