Services Built Around Your Success

More than a core provider, Corelation is your long-term trusted partner in credit union innovation. We’re a client-service organization that happens to write software.

Client Relations

Industry-leading support that’s always there when you need it. Experience the Corelation difference in client service.

Our dedicated Client Relationship Managers build lasting relationships by working closely with you to understand your credit union’s unique needs and goals, to help you focus on better serving your members.

Our skills based support model ensures the following:

  • Connect you with the right expert the first time
  • Accelerate issue resolution
  • Deliver deeper functional expertise and consistent support
  • Improve the overall client experience
Services Page - Client Relations

You’ll work with a dedicated Client Relationship Manager who partners with you on a strategic level to deliver the tailored support and insight you need to realize your goals.

Our dedicated Client Relationship Managers build lasting relationships by working closely with you to understand your credit union’s unique needs and goals, to help you focus on better serving your members.

With extensive credit union and industry experience, our team is committed to understanding your challenges and priorities to provide exceptional service.

Our Client Relationship Managers stay connected through regular site visits and ongoing conversations that drive product improvement and help you get the most out of KeyStone.

We stay ahead of industry trends and bring insights from across our client community, sharing evolving best practices to better serve our credit union partners.

Training & Education

Comprehensive training programs designed to empower your team and equip them with the knowledge to maximize your KeyStone investment.

We understand that each credit union is different and how we deliver training needs to be catered to your specific needs. We offer a range of training experiences through hands-on sessions, video demonstrations, user guides, job aids, technical training, or a combination of all, to support every learning style.

Access on-demand webinars to help your team get the most out of KeyStone’s robust functionality at a time that works best for you.

Request a custom training engagement tailored specifically to your credit union, with training available on KeyStone functionality and specialized technical topics.

Corelation clients can view upcoming training opportunities on our Education Services Training and Development Services Training pages in Confluence. (Confluence access required.)

Do you have your own training department or designated trainers at your credit union? Our Train the Trainer program helps those closest to your newly hired credit union employees build deep system knowledge, empowering them to effectively train and support your teams with confidence.

Our Technical Training team delivers expert instruction, support, and coaching through standard and custom training sessions focused on KeyStone’s technical capabilities. From foundational concepts to advanced development, we equip your team with the backend knowledge and hands-on skills to customize KeyStone, create reports and automations, integrate solutions, and confidently manage and enhance your system long after implementation.

Implementation

Seamless migration and implementation with minimal disruption. Our proven methodology and experienced conversion teams guide you through every step of the process to help ensure a successful transition and long-term success from day one.

Guiding Your Transition to KeyStone

A core conversion is more than a system change, it’s a transformation for your credit union. Our structured, end-to-end implementation approach goes beyond data migration, helping your team navigate key decisions, planning, and preparation for long-term success with KeyStone.

Our implementation team has led hundreds of conversions and supported thousands of credit union users transitioning to KeyStone. We work alongside your team, sharing proven insights and best practices to drive efficiency and help you fully leverage the platform.

Transformation requires structure and alignment. With defined milestones, detailed project plans, and clear communication, we guide you through each phase with clarity and confidence.

Every implementation is led by an experienced Project Manager and supported by subject matter experts across key operational areas — including cards, integrations, training, data mapping, system configuration, and accounting. This collaborative approach ensures the right expertise is in place at each phase of the project.

No two credit unions operate the same. We take the time to understand your goals, processes, and how you best serve your members, providing recommendations tailored to your organization and informed by proven success across our client base.

Professional Services

Unlock greater value from KeyStone through expert collaborative consulting and standard project services designed to support your credit union before, during, and after conversion.

Our Professional Services Consultants are KeyStone and credit union experts who provide strategic guidance to help optimize performance, enhance operations, and achieve your business goals.

From discovery through implementation, our Project Managers provide structured planning, coordination, and execution to help ensure successful outcomes.

Our experienced professionals understand credit union operations and KeyStone best practices inside and out. Defined processes provide transparency, consistent communication, and proactive risk management for predictable project success.

Whether implementing new functionality, upgrading existing services, or supporting strategic initiatives, we develop solutions that align with your unique goals, operational priorities, and member experience objectives.

Benefit from experienced project leadership, clear communication, and accountability throughout the project lifecycle for projects of all sizes, including mergers, conversions, and new product implementations.

Collaborate effectively with internal stakeholders, third-party vendors, and Corelation experts to keep projects on track and drive successful implementations.

Leverage KeyStone’s open architecture and our network of strategic partners to deliver best-of-breed solutions that meet evolving member needs.

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"Our partnership with Corelation has been defined by collaboration, responsiveness, and a shared commitment to growth. Their forward-thinking approach and growing client community demonstrate both stability and momentum. We value their positive mindset and dedication to helping us evolve alongside their platform, ultimately delivering a more efficient and enhanced experience for our members."

Randy D. ThompsonCIO - Chief Information Officer, Neches Federal Credit Union
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"In a space where vendor relationships can feel transactional, Corelation stands out as a true partner. KeyStone's open architecture lets us build on top of it rather than around it — and that distinction matters. As we've leaned into data, AI, and analytics, having a core platform that embraces integration instead of resisting it has been a genuine differentiator. It enables us to stand up in a modern data warehouse, sharpen our products and services, and put real member intelligence in the hands of our front-line team — the kind that turns routine interactions into meaningful engagement. Corelation isn't just a vendor we work with, they're a partner we build with."

Kevin DonoChief Information Officer, People First Federal Credit Union
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“We initially chose Corelation because of its strong cultural fit with our credit union and the flexibility and growth potential of the KeyStone core platform. Over the years, that decision has been reaffirmed often. The Client Services team is responsive and knowledgeable, taking the time to understand our organization and goals and to build meaningful relationships with our staff. KeyStone enables us to deliver member-focused products and services while creating efficient processes that enhance the overall member experience. We value Corelation's continued commitment to innovation and its dedication to helping credit unions succeed.”

Pam MartinVP Member Services, Park View Federal Credit Union
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“What stands out most to me is Corelation’s willingness to listen. They genuinely care about what their clients need and actively engage with us to help shape the future of the KeyStone platform. Through the user groups and Technology Committee, I’ve experienced firsthand a collaborative partnership — not just between Corelation and its clients, but among credit unions themselves. That commitment to collaboration is reflected in a powerful and flexible core system, an open ecosystem that encourages innovation, and a true partnership model that puts clients at the center of everything they do. For us, that combination has made all the difference.”

Crystal HegelSystem Analyst, True North Federal Credit Union
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“Corelation has been a highly collaborative partner, bringing a deep understanding of the credit union space through many team members who have lived it themselves. That experience shows up in how they engage — with empathy, practicality, and a clear focus on helping us succeed. KeyStone has given us the flexibility to move faster, innovate more easily, and truly tailor the experience to our members while enabling us to scale efficiently, supporting both our growth and our ability to continuously improve operations. Corelation also listens closely to credit union feedback and stays a step ahead, helping us adapt quickly and plan with confidence.”

Shelby BeilPresident & CEO, TTCU Federal Credit Union
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"What sets Corelation apart is their culture. As a small credit union, we never feel like a small client. We feel heard, valued, and important. That culture clearly starts at the top. The leadership team is approachable, engaged, and genuinely invested in our success. Even as Corelation continues to grow, we've seen a deliberate commitment to maintaining exceptional service and responsiveness. If we were making the decision again today, we would choose Corelation without hesitation."

Tonia ClarkPresident & CEO, Allied Federal Credit Union
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"Our experience working with Corelation has been extremely positive from day one. Even during our initial search for a new core, they stood out above all others – products and people. We immediately felt the connection with their teams, similar core values, complete transparency, and their commitment to understanding our goals and helping to achieve them. Not only have their products and services exceeded our expectations, but the partnership as a vendor is unmatched. We are so thankful for Corelation as a true partner to walk beside us in our journey to provide the absolute best for our members."

Yvonne KershnerPresident & CEO, Brazos Valley Schools Credit Union
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"Our experience has been wonderful from day one. The Corelation team is friendly, supportive, and knowledgeable. Their commitment to integrity and mutual success has naturally fostered a long-lasting, trusted relationship that we truly value. We look forward to many more years of growing and succeeding together."

Marcy PhillipsPresident & CEO, Lone Star Credit Union

The Corelation Difference

Our client-first approach sets us apart from traditional software vendors

Dedicated Client Relationship Manager

End-to-End Implementation Support

Customized Training Programs

Industry-leading NPS Scores

Leadership that listens

Proactive System Optimization

Ready to Experience Exceptional Service?

Let’s discuss how our services can help your credit union thrive