services & solutions

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• Core Systems 
• Digital Banking 
• Credit/Debit/Payments 
• Accounting/Payables/Workflows
• Loans/Mortgage/Commercial 
• Ancillary Systems 
• Risk Management
• Quality Assurance/Data Validation
• Vendor Relationships/Strategic Alliances 
• Customer/Member Impact 

• System considerations and go-forward strategy
• Products and services comparison
• Interim practices and client-support decisioning
• Acquired FI or dual conversion to new solutions
• Marketing and client communications guidance
• Insight unique to Credit Union/Bank mergers

• Operational and branch assessments 
• Training guidance and delivery evaluation  
• Contact Center assessment; enhancement for go-live/merger
• Insight on competing initiatives

Chief of Staff  (highly valuable for sensitive subject matter)

• Primary liaison with CEO & executive leadership
• Lead internal special projects
• Objectively evaluate needs & steer decisioning 
• Champion & deploy enterprise or unit specific initiatives

PMO Director

• Build new PMO; mentor and develop resources and practices
• Program or Project Management for selective needs 
• Ideal for critical endeavors and wide-scale transformation when the ability to navigate, interact and direct staff at all levels is imperative