CLIENTS

$500M - $1B

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 $500M - $1B

CALIFORNIA

Vendor / System Evaluation & Selection – core, digital banking, 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


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

Vendor Contract Negotiations

Conversion Preparations

CALIFORNIA

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

Conversion Preparations

Conversion Management

Enterprise-Wide Process Improvement

CALIFORNIA

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, key ancillary systems, and interfaces

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

CONNECTICUT

Conversion Preparations

Conversion Management - core, key ancillary systems, and interfaces

ILLINOIS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

INDIANA

Vendor Contract Negotiations – ATM/debit/credit card processing


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

Vendor Contract Negotiations

Conversion Preparations

LOUSIANA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

LOUSIANA

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

Vendor Contract Negotiations

Conversion Preparations

MARYLAND

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

Vendor Contract Negotiations

Conversion Preparations

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

MASSACHUSETTS

Conversion Preparations

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

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Vendor Contract Negotiations – ATM/debit/credit card processing


Vendor / System Evaluation & Selection – mortgage loan point of sale and origination and interfaces

Vendor Contract Negotiations

Clients $500M - $1B

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

MASSACHUSETTS

Vendor Contract Negotiations

Conversion Preparations

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

MASSACHUSETTS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

MICHIGAN

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Merger Conversion Management

MICHIGAN

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Merger Conversion Management

MINNESOTA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

Merger Conversion Management

MINNESOTA

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

Vendor Contract Negotiations

Conversion Preparations

MINNESOTA

Core System Planning

Vendor Contract Negotiations

NEBRASKA

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

Vendor Contract Negotiations

Conversion Preparations

NEVADA

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

NEW YORK

Process Improvement

Conversion Management – Item Processing

Acquisition 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

Vendor / System Evaluation & Selection – digital banking and interfaces

Vendor Contract Negotiations

PENNSYLVANIA

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

Vendor Contract Negotiations

Conversion Preparations

Clients $500M - $1B

PENNSYLVANIA

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

PENNSYLVANIA

System Functionality Gap Analysis - core and digital banking

Contract Renewal - core and digital banking


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

Conversion Management

PENNSYLVANIA

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

Vendor Contract Negotiations

Conversion Preparations

TEXAS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

TEXAS

Vendor / System Evaluation & Selection - core, 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

Conversion Preparations


Vendor System Evaluation & Selection – digital banking

Vendor Contract Negotiations

Conversion Preparation

TEXAS

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

Vendor Contract Negotiations

Conversion Preparations

TEXAS

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

Vendor Contract Negotiations

TEXAS

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management


Contract Renewal and In-House vs. Outsourcing Analysis - core

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, 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

TEXAS

Acquisition Conversion Management

Item Processing Conversion

VERMONT

Vendor / System Evaluation & Selection - core, 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

Conversion Preparations


Vendor System Evaluation & Selection – digital banking

Vendor Contract Negotiations

Conversion Preparations


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

WASHINGTON

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

Vendor Contract Negotiations

Conversion Preparations

Conversion Management

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