Strategic Technology Planning & Consulting for Banks and Credit Union

Technology Evolution - Is your Institution ready?

Don’t leave money on the table.

Have some questions? Our experts are available for a free consultation.

Technology Assessment

Don't know what you don't know? Don't worry! Our team has years of experience being in your shoes and is here to help! We interview and survey your employees in all departments to provide an outside-in assessment of your technical capabilities. Technology investment is paramount to your long-term success. An assessment of your current environment will help you determine where you should be making those investments.

Talk to an Expert

Strategic Goals
Outsourced vs In-House Options
Pain Points
Cross-Department Priorities
Audit Compliance

Department Objectives
Road Map
Data Analytics
Industry and Vendor Landscape
Payment Strategies and Growth

Core and API Integration
Current Technology Contracts
Technology Systems
Technology Gaps

Technology Evaluation

We take the heavy lifting of vendor evaluations so your team can focus on what's important. We perform a gap assessment on your current system to help you close the gaps when investing in a new system. Plus, we'll keep your team involved throughout the technology vendor RFP collection and manage the vendor communications the whole way, setting up demos and reference calls so your team can make a well-informed decision as quickly as possible without bogging you down.

Let's Talk

business, technology and people concept - businessmen with tablet pc computer and charts at office

Results from technology assessment
Vendors that best align with your strategic goals

Vendor RFP’s
Current contracts

Technology Strategy

Technology decisions aren't easy. Too often decisions are made without strategic direction. Let our team help you align the emerging technology trends with your financial institution's strategic goals. A strategic technology plan helps you prioritize your technology investment and gives you a roadmap for the next three years.

Schedule a Call

Technology Trends – Now and Future
Road Map Planning & Milestones

Regulatory IS&T Compliance
Exam Readiness

Prioritization
Audit Compliance

Technology Negotiation

This is the part of the project that our team enjoys most! And we are pretty good at it if we say so ourselves (our clients say so too!). We know what is hiding in your contracts. The money we uncover for our clients is unparalleled. We believe so strongly in our process that we guarantee our price. If you've already decided on technology vendors or are happy with your current partners but are curious about your options, give us a call. This is where we can make a huge difference.

I'm Ready to Talk

Custom Contracts
Outsourcing

Vendor Bids
Contract Review

Vendor Management
Pricing Negotiation

Open Banking is the most consequential technology innovation in financial services in the last 30 years, enabling financial institutions to create new revenue opportunities and reach new markets. Open banking is the next generation set of technologies that enables the kind of change the future demands.

Take Me to The Future

See Herb's Bio

Meet One of Our Technology Experts

Herb Jordan is our Technology expert - Herb and the team guide banks and credit unions just like yours through strategic technology plans. Want to know more about Herb? Check out his bio.