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Your Decisions Our Guidance

Your Decisions Our GuidanceYour Decisions Our GuidanceYour Decisions Our GuidanceYour Decisions Our Guidance

 Consulting services for financial institutions

Your Decisions Our Guidance

Your Decisions Our GuidanceYour Decisions Our GuidanceYour Decisions Our GuidanceYour Decisions Our Guidance

 Consulting services for financial institutions

ABOUT US

     


  • Discovery:FI was created to focus on financial institutions of $650 million and under, assisting them in their core system selection, third-party product selection and implementation process, with many other services available.


  • Over 43 years of experience in the financial services industry with primary focus in conversions, operations,  executive management, vendor selection and contract negotiations.


  • At the heart of Discovery:FI is a passion for helping financial institutions navigate their success in the ever changing world of technology. 


  • My past experience has highlighted the challenges facing this segment of the industry when it comes to finding  and hiring qualified consulting professionals that fall within their budgetary constraints.


Gary Glenn, MBA, BSIT

I have been fortunate to serve the financial services industry for over 43 years, largely focused on credit union technology.  


Early  in my career, I worked my way up to managing conversion, support, and operational areas before moving into executive management for a technology service provider serving more than 75 credit unions.


As a credit union technology service provider, we supported  credit unions from $18 million to a billion + in assets. We provided core data, card, and check processing services, statement processing, programming services, technical support, and third-party vendor integrations.


After retiring from my executive position in 2019,  I led a  group of consultants for a major financial technology company and then provided consulting services for a major financial consulting firm where I worked with larger banks and credit unions that were in search of core systems and third-party products that interfaced with their core.


I look forward to using my experience to assist you in making the best decisions to compete in the current market, to increase the effectiveness of your staff, and, ultimately, to increase the satisfaction of your members or account holders.  


Contact me today to discuss how we can work together to achieve your goals.

SERVICES WE OFFER

CORE & DIGITAL REVIEWS

VENDOR CONTRACT DUE DILIGENCE

VENDOR CONTRACT DUE DILIGENCE

Looking to change your core or digital providers?  We have an efficient process that will help you eliminate vendors that do not fit your credit union's needs and guide you and your staff to make your best overall technology decision.

VENDOR CONTRACT DUE DILIGENCE

VENDOR CONTRACT DUE DILIGENCE

VENDOR CONTRACT DUE DILIGENCE

Need someone to help with your contract due diligence?  We can provide your credit union with key date notifications for your vendor contracts and document the important business terms of each agreement.

GENERAL CONSULTING SERVICES

VENDOR CONTRACT DUE DILIGENCE

GENERAL CONSULTING SERVICES

Need some research completed that you just don't have time for?  Review of existing pricing with current vendors? Other questions you would like answered?  We can assist.

OTHER TECHNOLOGY PRODUCTS

CONVERSION PROJECT MANAGEMENT

GENERAL CONSULTING SERVICES

Considering replacing other technology products that interact with your core system or to use independently?   Let us help you sift through the different vendors and recommend the best vendor for your situation.

MERGER ASSISTANCE

CONVERSION PROJECT MANAGEMENT

CONVERSION PROJECT MANAGEMENT

Thinking about a merger? Let us help you navigate through the complex merger process.  

CONVERSION PROJECT MANAGEMENT

CONVERSION PROJECT MANAGEMENT

CONVERSION PROJECT MANAGEMENT

We can provide your credit union with project plans and project management throughout the entire conversion process. From initial preparation through 30 days post live date, we can be there to assist and ensure a smooth transition to your new platform

Contact us

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DISCOVERY:FI

7116 Rockingham Dr NW Knoxville TN 37909

(865) 386.3889

Copyright © 2025 DISCOVERY:FI - All Rights Reserved.

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