CLIENTS

$1B - $2B

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 $1B - $2B

ARIZONA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

ARIZONA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CALIFORNIA

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

Vendor Contract Negotiations

Improvement Initiative Preparations with incumbent core vendor

CALIFORNIA

Strategic Technology Assessment – core, digital banking, key ancillary systems, and interfaces

Vendor Contract Negotiations

CALIFORNIA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CALIFORNIA

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

Vendor Contract Negotiations

Conversion Preparations

CONNECTICUT

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

Vendor / System Evaluation & Selection – digital banking, account and loan origination, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

FLORIDA

Strategic Technology Assessment – core

Vendor Contract Negotiations

Merger Conversion Management


Vendor / System Evaluation & Selection – digital banking, account origination, and interfaces

Vendor Contract Negotiations

Conversion Preparations

FLORIDA

Conversion Preparations

Conversion Management – core, key ancillary systems, and interfaces

FLORIDA

Conversion Preparations

Conversion Management – core, key ancillary systems, and interfaces

FLORIDA

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

Vendor Contract Negotiations

Conversion Preparations

Clients $1B - $2B

GEORGIA

Strategic Technology Assessment – core, key ancillary systems, and interfaces

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

HAWAII

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Contract Renewal - core


Vendor / System Evaluation & Selection – account and loan origination and interfaces

INDIANA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

INDIANA

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

Vendor Contract Negotiations

Conversion Preparations


Vendor / System Evaluation & Selection – ATM/debit/credit card processing, Visa/MasterCard brand analysis, and interfaces

Vendor Contract Negotiations

Conversion Preparations


Vendor / System Evaluation & Selection – digital banking, account and loan origination, and interfaces

Vendor Contract Negotiations

Conversion Preparations

IOWA

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, digital banking, ATM/debit/credit card processing, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Contract Renewal - core

MARYLAND

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Merger Conversion Management

Enterprise-Wide Process Improvement

MASSACHUSETTS

Vendor / System Evaluation & Selection – digital banking, account and loan origination, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MICHIGAN

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

Vendor Contract Negotiations

Conversion Preparations

Merger Conversion Management

MINNESOTA

Vendor / System Evaluation & Selection – core, digital banking, account and loan origination, ATM/debit card processing, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MISSOURI

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Enterprise-Wide Process Improvement

NEW YORK

Implementation of Project Management, Testing, and Training Methodologies – major system and acquisition initiatives

Clients $1B - $2B

NORTH CAROLINA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Enterprise-Wide Process Improvement

NORTH CAROLINA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

OHIO

Contact Center Strategy Assessment

Loan Origination System Implementation

Enterprise-Wide Process Improvement

OHIO

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management (six conversions)

OREGON

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

Vendor Contract Negotiations

Conversion Preparations

OREGON

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Merger Advisory Services

PENNSYLVANIA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

RHODE ISLAND

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Enterprise-Wide Process Improvement

TEXAS

Vendor / System Evaluation & Selection – core, digital banking, account and loan origination, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

TEXAS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Vendor / System Evaluation & Selection – ATM/debit card processing and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Digital Banking Upgrade Evaluation

Implementation Management

UTAH

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

WASHINGTON

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

WASHINGTON

Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces including online banking, mobile banking, and bill payment

Vendor Contract Negotiations

WASHINGTON

Vendor / System Evaluation & Selection – digital banking, account origination, and interfaces

Vendor Contract Negotiations

Conversion Preparations


Contract Advisory Services

WASHINGTON

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Vendor / System Evaluation & Selection – digital banking and interfaces

Vendor Contract Negotiations

Conversion Preparations

WASHINGTON

Vendor / System Evaluation & Selection – core, digital banking, mortgage loan origination, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

WISCONSIN

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Merger Conversion Management

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