SERVICES

We help clients procure fintech software. Procuring software involves assessing software requirements, evaluating vendors, negotiating contracts, and implementing solutions. Key steps in our process include:

• Identifying software needs
• Evaluating options based on functionality and suitability
• Selecting vendors
• Negotiating favorable contracts
• Ensuring seamless integration
• Continuous monitoring and evaluation of software performance
• Proactive vendor management
  

Let us help you with your next software project. Contact us today! 

  Selecting the right systems and vendors for your financial institution is critical to your organization’s success. Our consultants help your organization choose the right software and vendors that align with your business needs. These services typically involve: 

• Structured approach to assessing business processes 
• Building a project plan
• Analyzing key requirements 
• Screening vendors
• Organizing demonstrations

Streamline the selection process while ensuring you choose the best vendor partners!

When changing software, you need to extract your data, attachments, files, documents, statements, and other information you want to transfer to the new system.  With our data conversion services we provide:

• Data extraction action plan
• File/imaging extraction
• Data mapping tools
• Data verification 
• Report/data comparisons
• Missing data reporting  
• Balance converted financial data

Don't pay for an expensive deconversion from your former vendor, contact us today, and let us help you with your data conversion!

 We can help you manage technological changes, including the implementation of new software. 

Our change management strategies drive measurable results. We work alongside your financial institution and the software company to ensure a successful result. Whether implementing a core software solution, adding digital technologies, transforming sales and marketing, or migrating your infrastructure to the cloud, our consultants can help.

• System Implementation Project Management Services
• Organizational Readiness
• Vendor Selection Service
• End-user Tool Optimization

Let our implementation experts guide you through each step of the process!

  Our Business Analyst services help organizations gather and analyze company data to identify needs and recommend solutions. Our goal is to identify vulnerabilities, eliminate redundancies, improve processes, and devise data-driven solutions for improvement. Our business analyst services often include:

• Analyze and evaluate your current business processes to identify areas of improvement
• Researching and reviewing business processes and new IT advancements to modernize systems
• Presenting ideas and findings in meetings
• Training and coaching staff
• Creating tailored business initiatives 

Our software training and education services are designed to help users effectively interact and learn software systems, while accelerating employee engagement, capability, and productivity. These services can be critical for user adoption and can reduce project risk.  Key components of software training and education services include:

• Training: Instruct users how to properly interact with a new system. This training helps build proficiency and productivity.
• Project Team Training: Prepares the project team to successfully participate in the project and sustain the solution post go-live.
• End User Training: Customized training and documentation help your organization      maximize user proficiency and product interaction.
• Specialized Learning Sessions: Further educate users through small, flexible, highly focused learning segments designed to meet unique needs.

  Core Software & Technology Assessment (CSTA) is an independent, 3rd-party review of your core software & technology usage. We review your systems, procedures, and technology to deliver an executive report outlining current strengths, opportunities for improvement, and threats in your current fintech ecosystem. Some highlights of the assessment include:

• Core system usage review
• System risk assessment
• Technology SWOT analysis
• Peer benchmarking
• Assessment action plan

Sign up for your CSTA today!

  Strategic Technology Planning allows you to know where your organization is now and outline a plan on where you want to be in the future regarding your organization’s technology and infrastructure.  Key components of Strategic Technology Planning include:

• Long-Term Planning: The plan should align with your business’s goals and performance objectives.
• Understanding Current State: The plan examines your current technology.
• Future State Vision: We help map where you need to be to achieve your strategic organizational goals. 
• Budgeting for Future Growth: Budgeting is a critical component of the strategic technology plan. 
• Change Management: The plan should be flexible enough to manage changing circumstances in the marketplace.

Strategic Technology Planning leverages data and technology effectively for growth and efficiency. 

  Technology Cost Optimization includes continuously evaluating an organization’s business technology processes to identify cost-saving opportunities. These areas include cloud services, infrastructure, and applications amongst others.

Key components of Technology Cost Optimization include:

• Continuous Evaluation: Continuously identifying and reducing sources of wasteful spending, underutilization, or low return is critical in cost optimization.
• Vendor Management: Ensure vendor management system is up to date.
• Scalable Infrastructure: Cost optimization can be a great way to build a scalable, modern infrastructure that meets your needs.

Technology Cost Optimization is about using your organization's resources prudently and in-line with your strategic goals. 

    Selecting the right systems and vendors for your financial institution is critical to your organization’s success. Our consultants help your organization choose the right software and vendors for your business needs. These services typically involve: 

• Structured approach to assessing business processes 
• Building a project plan
• Analyzing key requirements 
• Screening vendors
• Organizing demonstrations

Streamline the selection process while ensuring you choose the best vendor partners!