CLIENTS

$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

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