CLIENTS
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$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 $2B+
ALABAMA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
Enterprise-Wide Process Improvement
Vendor / System Evaluation & Selection – ATM/debit/credit card processing
Vendor Contract Negotiations
Conversion Preparations
ARIZONA
Vendor / System Final Decision Advisory Services - core system
Vendor Contract Advisory Services
CALIFORNIA
Vendor / System Gap and Pricing Analysis - digital banking
Contract Renewal
CALIFORNIA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
CALIFORNIA
Vendor / System Evaluation & Selection Advisory Services – digital banking and interfaces
COLORADO
Strategic Advisory Services - digital banking
CONNECTICUT
Vendor / System Evaluation & Selection – digital banking and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
Acquisition Conversion Management
Vendor Contract Negotiations
CONNECTICUT
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
Vendor / System Evaluation & Selection – digital banking and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
Vendor / System Evaluation & Selection – account origination and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
Vendor / System Evaluation & Selection – mortgage loan origination and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
ILLINOIS
Strategic Technology Assessment – core, key ancillary systems, and interfaces
ILLINOIS
Conversion Management – core, key ancillary systems, and interfaces
Acquisition Conversion Management
INDIANA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Vendor / System Evaluation & Selection - ATM/debit/credit card processing 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 – digital banking and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
Clients $2B+
IOWA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Implementation Management of major improvement initiative with incumbent core vendor
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
MARYLAND
Vendor / System Evaluation & Selection – core, digital banking, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
MARYLAND
Conversion Management (21 banks) – core, key ancillary systems, and interfaces
Process Improvement
MISSISSIPPI
Vendor / System Evaluation & Selection – digital banking and interfaces
Vendor Contract Negotiations
Conversion Preparations
NEW HAMPSHIRE
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Management
NEW JERSEY
Vendor / System Evaluation & Selection – core, digital banking, ATM/debit/credit card processing, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
NEW JERSEY
Gap Analysis – core, key ancillary systems, and interfaces
Enterprise-Wide Process Improvement
Acquisition Conversion Management
NEW JERSEY
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
NEW JERSEY
Vendor / System Evaluation & Selection – core, digital banking, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
NEW YORK
Vendor / System Evaluation & Selection – core, digital banking, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
NEW YORK
Acquisition Conversion Management
NEW YORK
Vendor / System Decision – core, ATM/debit/credit card processing, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
NEW YORK
Acquisition Conversion Management
Conversion Management - branch automation systems
Enterprise-Wide Process Improvement
Clients $2B+
NEW YORK
Strategic Technology Assessment – core, key ancillary systems, and interfaces
Conversion Management – branch automation systems, digital banking, and interfaces
NEW YORK
Gap Analysis – core, key ancillary systems, and interfaces
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/credit card processing and interfaces
Vendor Contract Negotiations
Improvement Initiative Preparations with incumbent vendor
Vendor / System Evaluation & Selection – BSA, AML, OFAC, and fraud management
Vendor Contract Negotiations
Conversion Preparations
NEW YORK
Conversion Management - core, digital banking, key ancillary systems, and interfaces
NEW YORK
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
NEW YORK
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Acquisition Conversion Management
Enterprise-Wide Process Improvement
NEW YORK
Strategic Technology Assessment – core, key ancillary systems, and interfaces
Conversion Management - core, key ancillary systems, and interfaces
Vendor / System Evaluation & Selection – branch automation systems and interfaces
Acquisition Conversion Management (3 separate acquisitions)
Vendor / System Evaluation & Selection – item processing and interfaces
Conversion Management
Vendor / System Evaluation & Selection – call center automation
NEW YORK
Acquisition Conversion Management (2 separate acquisitions)
NORTH CAROLINA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
OKLAHOMA
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
TENNESSEE
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
TEXAS
Vendor / System Evaluation & Selection – core, digital banking, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
TEXAS
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
Enterprise-Wide Process Improvement
Vendor / System Evaluation & Selection – account origination software
Vendor Contract Negotiations
Strategic Assessment
TEXAS
Vendor / System Evaluation & Selection – core, key ancillary systems, and interfaces
Vendor Contract Negotiations
Conversion Preparations
Conversion Management
WASHINGTON, D.C.
Vendor Contract Negotiations
Conversion Preparations
Conversion Management – core, digital banking, key ancillary systems, and interfaces