• Client Lists
  • Banks Over $1 Billion in Assets
  • Banks Under $1 Billion in Assets
  • Credit Unions Over $500 Million in Assets
  • Credit Unions Under $500 Million in Assets
• Case Studies
• Examples
  • Best Practices Process Improvement
  • Strategic Planning
  • Technology Services
  • System Selection, Contract Negotiation and Conversion Services
  • Conversion Services
  • Mergers and Acquisitions
  • Risk Management

System Selection, Contract Negotiation and Conversion Services

• Central California community bank ($1.5 billion) – Consumer, Mortgage and Commercial Loan System Selections, Conversion Oversight/Process Improvement and Contract Negotiation
• Agribusiness credit bank ($12.8 billion) – Core System Selection, Contract Negotiation, Core and Lending Systems Conversion Oversight
• Connecticut credit union ($850 million) – System Selection Advisory Service and Contract Negotiation
• East Coast savings bank ($707 million) – EFT Contract Negotiation
• Great Lakes region credit union ($650 million) – Core and CRM Systems Selection, Conversion Oversight and Process Improvement, Contract Negotiation
• Illinois bank ($800 million) – Contract Negotiation for Internet Banking and EFT Contracts
• Illinois bank holding company ($6.5 billion) – Core and Cash Management Systems Selection and Contract Negotiation
• Iowa community bank ($2 billion) – Contract Negotiation for Core System Renewal
• Massachusetts savings bank ($1 billion) – Trust System Contract Negotiation
• Michigan credit union ($504 million) – ATM Processing System Contract Negotiation
• Midwest bank holding company ($13 billion) – Core Services Contract Renegotiation
• Midwest community bank ($3.3 billion) – Core and Loan Origination Systems Selection, Conversion Oversight/Process Improvement Services and Contract Negotiation
• New England credit union ($1 billion) – Contract Renegotiation
• New England credit union ($3 billion) – Credit and Debit Card and ATM Processing System Selection, Internet Banking System Contract Negotiation
• New England holding company ($26 billion) – Branch Automation System Contract Negotiation
• New Mexico credit union ($900 million) – Consumer and Mortgage Lending Systems Selection Advisory Services
• New York credit union ($2.7 billion) – Core and Call Center Systems Contract Negotiations
• North Carolina credit union ($1 billion) – Internet Banking System Selection and Conversion Oversight
• Ohio bank ($6 billion) – Core Services Contract Renegotiation
• Privately held Kansas bank ($689 million) – Bid Analysis and Contract Negotiation
• Texas bank ($10 billion) – Branch Automation System Selection and Contract Negotiation
• Texas credit union ($3 billion) – Comprehensive Technology and Core System Assessments
• Washington bank ($1 billion) – Core System Contract Negotiation Advisory Services
• Washington credit union ($261 million) – Core System Contract Negotiation
• Washington, DC credit union ($420 million) – Telephone System Selection