Client Testimonials

“The Best Practices engagement helped us be much better prepared for product training and setup. Product training and setup is an overwhelming (and critical) part of the conversion process. Without the benefit of the Best Practices engagement, we would have struggled through the process and made some hasty and potentially bad decisions.”

– Jeff Thompson, Chief Operating Officer, Bronco Federal Credit Union

“Thank you for sending a member of your team who knows your system inside and out. The consultant was extremely knowledgeable being both an employer of Open Solutions and a past user of the system. He was able to answer all the questions we had after conversion and made sure all employees were comfortable and offered assistance to the team. What an asset to Open Solutions.”

– Independent Bankers Bank of Florida

“First Penn Bank utilized Open Solutions’ Authorization Review to revamp current employee authorizations. The Open Solutions staff who came out was knowledgeable and helpful as they were able to explain precisely what each screen number would allow our employees to access. We were successfully able to setup new authorizations that established a segregation of duties within each department. There is no doubt in our minds that these new authorizations will not only help us secure our clients’ information, but also ensure our success with any future audits.”

– Cordy Taylor, Vice President, Information Technology, First Penn Bank

Pre-Conversion Best Practices | Operational Reviews

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