
TECHNOLOGY CONSULTING
Systems | AI | ML | ChatGPT
When needing to meet current market demands or have aspirational goals of innovation development and implementation - our technology consulting practice will support your success. With over 35 years of hands on consulting and experience implementing systems in the financial services space, we know first hand how to ensure you are considering the best technology for your firms needs and have a strategic plan that ensures implementation success. Highlighted below are just a couple ways by which our firm is helping banks, consumer and mortgage lenders, and others in the financial services industry. Cutting-edge innovation is achievable for clients of any size. We help you design, build, and implement affordable world class customer experiences, by leveraging innovation, strategy, and technology to help you create a customer-centric, innovative digital organization.
Visit our insights tab to hear our technology podcast insights and to read more about our insights to vendor selection, implementation, AI Whitepapers, and Case Studies.
BELOW IS A SAMPLE LIST OF OUR LENDER AND BANK TECHNOLOGY
PROJECTS AND TECHNOLOGY EXPERT CONSULTING
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GENERAL TECHNOLOGY REVIEW & ADVISORY
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TECH STACK: REVIEWS | ASSESSMENTS | OPTIMIZATION | MAXIMIZE ROI IN TECH (DRIVE UTILIZATION)
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VENDOR: SELECTION | VENDOR MANAGEMENT RESTRUCTURING | RFI/RFP BEST PRACTICE & FRAMEWORKS
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POS OR LOS SELECTION & IMPLEMENTATION
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ARTIFICIAL INTELLIGENCE (AI) / MACHINE LEARNING (ML) / Chatgpt
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CRM SELECTION & IMPLEMENTATION
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DIGITAL TRANSFORMATION
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COLLABORATION PLATFORMS
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RPA - ROBOTICS PROCESS AUTOMATION
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BLOCKCHAIN & METAVERSE
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AGILE/SCRUM, WATERFALL, & HYBRID FRAMEWORKS
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BANKING SOFTWARE
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COMMERCIAL BANKING SOFTWARE
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PAYMENT SYSTEM SELECTION & IMPLEMENTATION
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E-LENDING | PATH TO PAPERLESS
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IMAGING - PLAN & IMPLEMENTATION