Conversion SmartKitSM

Whether in-house or outsourced, BankSmart has a clear understanding of what it takes to successfully manage a data processing conversion. We have translated that knowledge into an innovative, web-based SmartKit that is both user-friendly and affordable.

Functional Categories

The Conversion SmartKit includes 39 categories of functional areas and over 300 action items that are critical to the success of every conversion, including:

  • Accounting
  • ACH & Wire Transfer
  • ATM & Debit Card Services
  • Branch Administration
  • Cash Management
  • Check Processing
  • Deposit/Loan Product Mapping
  • COLD Reports
  • Compliance
  • Core System
  • Credit Bureau
  • Customer Communications
  • Deposit Operations
  • Deposit Platform
  • Deposit Reclassification
  • Document Imaging
  • EFT/Debit Cards
  • Facilities
  • General Ledger
  • Human Resources
  • Information Technology
  • Internet Banking
  • Loan Operations
  • Loan Platform
  • Marketing
  • Purchasing
  • Teller Platform
  • Telecommunications
  • Training
  • Vendor Notification
  • Web Development

Download PDF

A Thorough and Effective Project Plan

The Conversion SmartKit provides the most effective conversion management tools available on the market today! These tools were specially designed by bankers for bankers to accomplish critical tasks through effective planning and communication between the bank conversion team and core vendor. Save time, money, and reduce stress for everyone!

Security from Start to Finish

We take the security of your project very seriously. That’s why our web-based Merger SmartKit includes 128-bit SSL encryption, individual user logins, and requires complex passwords for your peace of mind!

About Our SmartKitsSM

Each of our innovative SmarKitsSM includes clearly defined project plans, timelines, team member and vendor responsibilities, as well as functional activities required to complete your project.

The "best practices" content of each SmartKitSM are flexible and customizable enabling you to add or delete action items to best suit the needs of your insitituion.

To read about each SmartKitSM in detail click the following links: