We start with a business needs roadmap to identify improvement opportunities, timing and budget, then we convert your needs into a core vendor RFP. We’ll help you interpret the results and build the vendor financial models. We’ll invite the vendors in for scripted demonstrations, manage the follow up process, help with vendor due diligence, and get your team to the best decision. Once a decision is made, we’ll negotiate the core vendor contracts and help with vendor implementation, and process optimization.
Whether you’re just exploring options or have decided to replace your credit union’s core processing vendor, let the most experienced credit union core vendor consultants guide you through the process.
We have helped more credit unions with core vendor evaluations than any other consultant. We are the most experienced and have the most time-tested process.
Our ContractVault™ is the most comprehensive database of credit union core vendor pricing. We will get you better pricing, terms and SLAs than anyone else.
Our VendorVault™ includes hundreds of credit union’s core vendor satisfaction ratings across every major credit union core vendor. Our database also includes the most commonly under-utilized features and frustrations of every major core vendor.