- California community bank ($300 million) – Bank-wide Best Practices Assessment
- California community bank ($700 million) – Bank-wide Best Practices Assessment
- California credit union ($735 million) – Mortgage Lending Best Practices Assessment
- California regional bank ($8 billion) – Bank-wide Best Practices Assessment following acquisition by international organization
- East Coast regional bank ($32 billion) – Bank-wide Benchmarking and Best Practices Assessment
- Florida commercial bank ($1 billion) – Bank-wide Benchmarking and Best Practices Assessment and Strategic Planning
- Georgia community bank ($700 million) – Bank-wide Best Practices Assessment
- Illinois credit union ($1.4 billion) – Benchmarking, Best Practices Assessment and Strategic Planning
- Iowa community bank ($480 Million) – Bank-wide Best Practices Assessment
- Massachusetts savings bank ($1.7 billion) – Benchmarking and Best Practices Assessment
- Midwest regional bank ($2.5 billion) – Bank-wide Best Practices and Strategic Opportunities Assessment
- Midwest regional bank ($874 million) – Bank-wide Best Practices Assessment
- Northwest credit union ($600 million) – Call Center Best Practice Assessment
- Northwest credit union ($800 Million) – Mortgage Lending and Organization-wide Best Practices Assessment
- Ohio commercial bank (3.2 billion) – Bank-wide Benchmarking and Best Practices Assessment
- Southeast regional bank ($11 billion) – Bank-wide Best Practices and Strategic Opportunities Assessment
- Southeast regional bank ($7.2 billion) – Commercial Lending Best Practices and Process Assessment
- Southeastern community bank ($1.3 billion) – Bank-wide Best Practices Assessment
- Southwestern regional bank ($16 billion) – Bank-wide Best Practices and Technology Assessment
- California bank ($13 billion) – Imaging and Workflow Best Practice Assessment
- California regional bank ($525 million) – Deposit Operations Best Practices and Process Assessment
- Illinois commercial bank ($1.8 billion) – Commercial Lending Best Practice Assessment and Process Improvement
- Illinois commercial bank ($1.8 billion) – Retail Best Practices and Process Assessment and Branch Platform Staffing Recommendations
- Michigan commercial bank ($3.5 billion) – ECM readiness assessment and development of organizational structure to support implementation of ECM throughout the entire organization, prioritizing high-value areas
- Midwest credit union ($1 billion) – Collections and Enterprise Risk Management Process Assessment
- Midwest savings bank ($550 million) – Mortgage Origination and Servicing Best Practice and Process Improvement
- Southeast regional bank ($6 billion) – ECM system selection and implementation, development of organization and processes to support going-forward loan production and strategic back-file operations
- Southeastern regional bank ($11 billion) – Technology Procurement Assessment, Process Assessment of bank's management reporting and production environment
- Southwest regional bank ($4 billion) – ECM system selection, installation oversight and best practice process definition and implementation for commercial loan workflow and back-file imaging
- West Coast private bank ($13 billion) – Enterprise-wide assessment of existing imaging system implementation including a regulatory and compliance review of workflow and document management processes and implementation recommendations for expansion of imaging and workflow automation throughout the bank
