We have experienced most systems used to capture and process deposit and loan information. The search for the flawless system is unrealistic. Solutions vary by institution. We assist in finding or adjusting systems and processes to minimize deficiencies.
Some clients come to us seeking additional solutions, replacement systems or just expanding current systems. We can help navigate the correct solution.
As an independent third party, we step in and assist with the selected solution, negotiating the contracts and implementing the chosen solution. The existing or new vendor can blame all the negotiations on our team and avoid any chance for friction in the new or continued relationship. Existing providers can solve the issues with a new solution for their clients sometimes which avoids the need for a total conversion.
We can help!
What we often find is practices and operating procedures put in place early in system implementation no longer maximize features, maybe even features not implemented initially. Modules not needed at implementation now may assist in better servicing customers.
We are extremely familiar with most systems and have and can assist in maximizing the full potential of a current system. Many believe they need a new system when expanding the usability of the existing system could be the quickest and most effective solution.
A typical systems conversion frequently occurs when one institution acquires another. Whole system conversions can be disruptive. However, some institutions decide to outsource system functions to third party providers.
In either situation, our experience staff has helped convert full core systems to new systems, loan systems to new systems and loan origination systems to third party providers or from those providers to in-house systems.
We pay attention to all the details and can run these projects for clients.