CLIENTS
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$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