We’re a small but mighty consulting firm! Founded in 2002, we develop and maintain healthy lasting relationships with a variety of credit unions, banks, partner consulting firms and financial technology providers, with a few extra flavors sprinkled in.
We bring decades of experience navigating the complexities and inherent risks every fin
We’re a small but mighty consulting firm! Founded in 2002, we develop and maintain healthy lasting relationships with a variety of credit unions, banks, partner consulting firms and financial technology providers, with a few extra flavors sprinkled in.
We bring decades of experience navigating the complexities and inherent risks every financial services organization faces when embarking on initiatives that involve technology and change. If you’re here, you know there are very few that do NOT touch these elements!
We provide tailored consulting services designed to fulfill each client’s unique needs. We delve into YOUR objectives, and consider the organizational, resource and operating factors that make you unique. There is no one-size-fits-all approach.
Working on core, digital, cards, loans, or several systems in play? Upcoming merger and not su
We provide tailored consulting services designed to fulfill each client’s unique needs. We delve into YOUR objectives, and consider the organizational, resource and operating factors that make you unique. There is no one-size-fits-all approach.
Working on core, digital, cards, loans, or several systems in play? Upcoming merger and not sure where to start combining systems and services? Need help defining an effective PMO or training approach?
We can help!
Check out Services & Solutions!
We bring real-world knowledge and the experience gained from walking the walk, and working closely with clients and partners every step of the way.
Our approach is complemented by objectivity, emotional intelligence and the communication skills necessary to navigate complexity and deliver clarity. You will always receive personal attent
We bring real-world knowledge and the experience gained from walking the walk, and working closely with clients and partners every step of the way.
Our approach is complemented by objectivity, emotional intelligence and the communication skills necessary to navigate complexity and deliver clarity. You will always receive personal attention and never be left wondering “who will be assigned to our project?”.
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