CLIENTS

$100M - $500M

The following list contains brief descriptions of our engagements for community banks and credit unions across the United States. As you scroll through the client engagements, you will notice our strong specialization in major vendor and system/technology initiatives. 

CLIENTS $100M - $500M

CALIFORNIA

Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

IDAHO

Vendor / System Evaluation & Selection - core, digital banking, ATM/debit card processing, credit card processing, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

INDIANA

Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Vendor / System Evaluation & Selection - online banking, mobile banking, and bill payment

Vendor Contract Negotiations

KENTUCKY

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

LOUSIANA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MARYLAND

Vendor / System Evaluation & Selection - core, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

MICHIGAN

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

MICHIGAN

Conversion Management – core, digital banking, key ancillary systems, and interfaces

CLIENTS $100M - $500M

MICHIGAN

Vendor / System Evaluation & Selection - core, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MICHIGAN

Conversion Management – core, digital banking, key ancillary systems, and interfaces

MINNESOTA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Core Contract Renewal

MISSOURI

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

MISSOURI

Contract Renewal – core, digital banking, and key ancillary systems

NEVADA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

NEW HAMPSHIRE

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

NEW JERSEY

Conversion Preparations

Conversion Management core, credit card processing, key ancillary systems, and interfaces

NEW JERSEY

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Implementation Management of major improvement initiative with incumbent core vendor

CLIENTS $100M - $500M

NEW YORK

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

NEW YORK

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

NORTH CAROLINA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

PENNSYLVANIA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

PENNSYLVANIA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

RHODE ISLAND

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

SOUTH CAROLINA

Vendor / System Evaluation & Selection - core, digital banking, ATM/debit card processing, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

VIRGINIA

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

WISCONSIN

Vendor / System Evaluation & Selection - core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

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