Senior card conversion expertise, without the big-firm price tag
Clearly scoped services built around the moments that matter most in a conversion or launch, led by the founder with senior practitioners.
Low-risk first steps
Most clients start small, see the value, and expand from there.
Contract & SOW Review
- Typical length
- About 1 week
- Best for
- Issuers about to sign with a processor
Readiness Assessment
- Typical length
- 3–4+ weeks, depending on portfolio size
- Best for
- Programs in early planning
Fiserv Conversion Advisor
- Typical length
- Month to month
- Best for
- Issuers mid-conversion to Fiserv
Embedded Conversion Leadership
- Typical length
- Length of the program
- Best for
- Programs that need hands-on leadership
Not sure where to start? The free 30-minute call will point you to the right first step.
Conversion Contract & SOW Review
Know what you're signing before you sign it.
Processor contracts and statements of work often leave out the details that drive cost and delays later. We review the processor agreement, SOW, and proposed timeline, then flags the gaps, risks, and missing items so you can negotiate from a position of strength.
- Contract and SOW gap analysis
- Timeline and resourcing risk review
- Prioritized list of questions and changes for your processor
Conversion Readiness Assessment
Find out where you stand before the clock starts.
A structured look at your card portfolio, products, vendors, and integrations to identify what needs to happen before a conversion can succeed.
- Portfolio and product inventory
- Vendor and integration map
- Gap and risk assessment
- Readiness scorecard and recommended roadmap
- Starts from our Requirements Starter Set
UAT/QA Strategy & Test Automation
Test what matters and prove it's ready.
Built on years of leading QA for large-scale card conversions, this package gives your team a complete, practical testing framework.
- Starts from our test bed of proven card test cases
- End-to-end test strategy with coverage by product and channel
- Scenario library covering authorizations, statements, letters, disputes, loyalty, and integrations
- Automated regression and AI-assisted test design and defect triage
- Defect management process
- Entrance and exit criteria
- Mock conversion validation approach
Cutover & Go-Live Readiness Review
Go live with confidence.
An independent review of your cutover plan and mock conversion results before you commit to go-live.
- Cutover runbook review
- Mock conversion results analysis
- Rollback plan assessment
- Go/no-go criteria
- Day-one support plan
Day 2 Stabilization & QC
Get to steady state, fast.
Go-live is not the finish line. We clean up what surfaced after cutover so your team can get back to running the business.
- Defect cleanup and triage
- Reconciliation, statement, and data quality checks
- Hypercare support
Post-MVP Delivery
Finish what the launch left behind.
Features pushed out of the MVP and items left on the post-launch list, scoped, tested, and released while your team gets back to running the business.
- Backlog review and prioritization
- Requirements and scope for deferred items
- Testing and release management
- Coordination with your processor and vendors
Embedded Conversion Leadership
Senior leadership for the length of your program
Need someone in the seat for the whole conversion? The founder or a senior practice lead serves part-time or full-time as your Conversion Lead, QA Director, or Systems Integrator, working alongside your team and your processor from contract through Day 2.
Request a custom quote →Card Launches & Integrations
From build to go-live
New card programs, product launches, and platform integrations, from build and underwriting setup through go-live. We have built a bank's retail, commercial, and small business card platform from the ground up and connected a de novo digital bank to 20+ vendors.
Request a custom quote →Fiserv Conversion Advisor
Someone in your corner who speaks Fiserv
Moving to Fiserv means learning a new vocabulary, a new change process, and a new way of working with your processor. The founder has worked on seven Fiserv conversions and integrations and helped build one of Fiserv's platforms from the ground up. As your Fiserv Conversion Advisor, she works alongside your team month to month:
- Translating Fiserv requirements, specs, and terminology for business and IT teams
- Reviewing Fiserv change requests, work orders, and estimates before you approve them
- Joining key Fiserv status calls and working sessions
- Flagging risks and escalating the right issues early
- Advising on Fiserv setup choices for servicing, loyalty, alerts, and new accounts
Card Systems Consulting Services is independent and not affiliated with Fiserv.
Need a card portfolio assessment or help with disputes?
Specialized card expertise from vetted partner firms, through one trusted contact.
Clear scope, senior-led
Defined scope
You know exactly what will be delivered and when. Anything outside the agreed scope is handled through a written change order.
Senior-led
The founder leads every engagement with senior practitioners and stays your main contact from day one.
Simple terms
Fixed fee or time and materials. Short packages: 50% at signing, 50% on delivery. Longer work: milestones or monthly installments.
Flexible pace
Packages run alongside your team's schedule, with set working sessions each week.
Every engagement is quoted to your portfolio, scope and timeline. Get in touch for a proposal.
Let's talk about your conversion
Email hello@cardsystemsconsulting.com or call (980) 409-2727 to schedule a free 30-minute consultation.