A core conversion, means better technology and new features. But for your members or customers? It can sound like one thing: change.
And change — especially when it involves money — can make people nervous.
At TADApix, we help credit unions and banks manage that nervous energy by transforming confusion into clarity, and anxiety into excitement. How? With video. And not just one video — we provide a full video communication package designed specifically for core conversions.
Let’s break down how we do it and why it works.
What Is a Core Banking Conversion and Why It Feels Risky to Members
A core banking conversion is when a financial institution switches its core processing system — the technology that manages member accounts, payments, digital banking, and more.
For members, this can raise a lot of questions:
Will I still be able to access my accounts?
Are my login credentials changing?
What’s going to happen to my multiple accounts?
Do I need to do anything before the switch?
Without proper communication, core conversions can lead to confusion, missed deadlines, and overwhelmed call centers. That’s why clear, proactive member education is critical — and video is the best way to do it.
Our Core Conversion Video Package: How We Help Credit Unions and Banks Communicate Effectively
We offer a complete, easy-to-deploy core conversion video package that includes:
1. Sizzle Video: Build Excitement About the New Banking Tools
This high-energy video introduces the new digital features members will soon have access to:
- Sleek new mobile apps
- Faster, more secure online banking
- Enhanced money transfer tools
- Simpler mobile deposit and bill pay features
The goal: Get members excited, not anxious. A good sizzle video shows that change is not just safe — it’s better.
Example: Keesler Federal Credit Union – Sizzle Video
2. Informational Video: Calm Fears and Answer Key Questions
This type of video walks members through things such as:
- What’s changing and when
- What actions they need to take (like updating contact info)
- What will happen to multiple accounts (especially if they’ll be merged under one profile)
We use a friendly, reassuring tone to explain complex concepts in plain English. It’s designed to reduce stress and build trust.
Example: Tropical Financial Credit Union – What’s to Expect Video
3. How-To Video Series: Train Members to Use the New Digital Tools
After the switch, members need to know how to use their upgraded banking experience. Our short, mobile-friendly tutorials make it easy.
We typically produce 5+ videos covering topics such as:
- How to log in (existing users vs. first-time users)
- How to send money to external accounts
- How to deposit a check using the mobile app
- How to set up and use online bill pay
- How to manage account alerts and more
These member training videos reduce support tickets and boost feature adoption.
Example: NECU – How to Set up Mobile Banking
Why Credit Unions Trust TADApix for Core Conversion Communications
- We simplify complex banking changes with animation and clear voiceover
- We build trust and ease anxiety with friendly visuals and messaging
- We save your support team time by answering common questions up front
- We boost feature adoption with engaging, clickable training content
All of our videos are unique and custom made for your institution. They are easily shareable across email, your website, social media, and in-branch screens.
Case Study: Helping a Credit Union Navigate Their Core Banking Conversion
When Meriwest Credit Union prepared for their core conversion, they knew they needed more than just FAQs and press releases. We worked with their team to create:
- A branded sizzle video to generate early excitement
- An explainer video to walk members through what was coming
- Five short how-to videos to support post-launch adoption
Results:
- A very successful and smooth core transition (according to multiple sources)
- Member satisfaction scores rose
- Digital banking usage hit an all-time high
Let’s Simplify Your Core Conversion Together
Your core conversion doesn’t have to be stressful. With the right message and the right media, your members will feel supported, informed, and even excited about the future of their banking experience.
TADApix Animated Marketing helps credit unions and banks create strategic video content that educates, engages, and empowers. Let’s talk about how we can help you turn a complex transition into a smooth success.
Ready to build your core conversion video plan?
Contact us today to get started [email protected] – (855) 823-2749
