Case Study: Allegacy Federal Credit Union achieves seamless remote mock conversion with Fiserv

Thorough Planning, Collaboration and Technology to Change How Conversions are Conducted

Allegacy Federal Credit Union, a Winston‑Salem–based institution serving more than 140,000 members with over $1.3 billion in assets, faced COVID‑19 travel restrictions that threatened a planned multiday onsite mock core conversion. The credit union was working with Fiserv on a mock conversion to DNA®, and the teams needed an alternative to postponing or risking in‑person work.

Fiserv transitioned the entire mock conversion to a fully remote event using a comprehensive conversion playbook, 24/7 command-and-control support, and dedicated virtual workstreams (WebEx bridges) for deposits, loans, operations and finance. The remote approach kept the project on schedule with no interruption to Allegacy’s operations, enabled real‑time collaboration as if teams were colocated, and successfully completed the mock conversion to DNA®—a result Fiserv says will guide future remotely supported conversions.

Allegacy Federal Credit Union