Your Decisions Our Guidance
Consulting services for financial institutions
Your Decisions Our Guidance
Consulting services for financial institutions
Consulting services for financial institutions
Consulting services for financial institutions
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.
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.
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.
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.
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.
Thinking about a merger? Let us help you navigate through the complex merger process.
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
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