• Technology Assessment & Planning
• Vendor Evaluations & Selections for Core, EFT, Internet Banking, Mobile, Loan Origination, etc.
• Contract Negotiations - New Vendors or Renewals
• Implementation & Conversion Assistance
• Vendor Management Programs & Software Solutions
• Technology Reviews for Acquisition Due Diligence

• Workflow Improvement
• Efficiency Studies
• Back Office Consolidation
• Charter Consolidation
• Merger Integration
• Paperless & Document Management
• Card-Based Revenue Enhancement
• Payments Vendor Contract Negotiations
• System Fit Analysis

• Management & Board Retreat Facilitation
• One-Page Strategic Plan™
• Risk Tolerance Planning
• Plan Monitoring & Quarterly Adjustments
• New Product Development
• Market Opportunity Analysis
• Defining True Competitive Differentiation

• Loan Origination Process Improvement
• Loan Servicing Process Improvement
• Lending Best Practices
• Consumer, Commercial & Mortgage Loan System Selection, Contracts & Implementation
• Loan Policy Development

• Enterprise Risk Assessment
• Regulatory Compliance Reviews
• BSA/AML Compliance
• Fair Lending Compliance
• Outsourced & Co-Sourced Compliance
• Regulatory Enforcement Action Assistance
• Internal Audit Outsource & Co-Source
• IT Audit & GLBA Risk Assessment
• Information Security Assessment & Testing
• Business Continuity Planning
• Vendor Management
• Loan Review

• Small Business Fee Generating Programs
• Commercial Cash Management Maximization
• Mystery Shopping, Customer and Prospect Surveys
• Product Design, Packaging & Pricing
• Commercial Loyalty Programs
• Cash Management Vendor Evals (ICM, ACH, Wire, Merchant Services, Cards, Payroll, etc.)
• Sales & Marketing Programs, Sales Training

• Branch Performance Assessment, Improvement
• New Accounts Process Improvement
• CRM System Selection, Contracts & Implementation
• Marketing & Sales Assessment
• eMarketing & Social Media Strategies, Campaign Execution
• Sales Culture Implementation