Address

15642 Sand Canyon Ave #51644
Irvine, CA 92619-1644

Contact

Office: (949) 326-5675

Follow

©2019 by BlackFin Group

 

FINANCIAL SERVICES CONSULTING

BANKING | INVESTMENT BANKING | CAPITAL MARKETS | MORTGAGE BANKING | CONSUMER LENDING

PRIMARY CLIENTS: Regional Banks, Community Banks, Credit Unions, Independent Mortgage Bakers 

CHANNELS: Retail, Correspondent, Wholesale, Brokers, Consumer Direct

TECH PLATFORM EXPERIENCE: CRM’s, Portals, AUS’s, PPE’s, POS's, LOS’s, 3rd Party Platorms, Servicing

QUICK HIT VALUE SERVICES: System Selection, Secondary Assessment, Operational Assessment 

LOS Optimization, Sales Optimization, Business Review, Application Development

STRATEGY

  • Business Reviews

  • Strategic Planning

  • Blockchain Roadmap

  • AI Strategy & Implementation

  • Strategy Oversight

  • Market Analysis & Reports

  • Business Transformation

  • Change Management

  • KPI/ROI/CBA Reporting & Modeling

  • Continuous Improvement (OODA Loops)

  • Project & Program Management

  • Focus Groups

OPERATIONS

  • Policies

  • Process

  • Procedures

  • Job Aids

  • Secondary

  • Process Improvement

  • Operation Optimization

  • Tech Investment Advisory

  • CUX Review & Strategic Planning

  • Compliance | Compliance Configuration

TECHNOLOGY

  • e-Mortgage | Path to Paperless

  • Maximize ROI in Tech (Drive Utilization)

  • Imaging - Plan & Implementation

  • CRM Selection & Implementation

  • POS Selection & Implementation

  • LOS Selection & Implementation

  • Vendor Management Restructuring

  • Technical Infrastructure

  • Cloud Strategy & Web Services

SALES

  • Competitive Analyses

  • GTM Launch of New Products

  • New Revenue Strategies, Design/Implement

  • Sales Optimization, POS Review & Recommendations

  • Product Development/Market Research

  • CUX Review & Strategic Planning

ORGANIZATIONAL DEVELOPMENT

  • Change Management

  • Internal/Staff Focus Groups

  • Staffing Analysis & Forecasting

  • Compensation Planning

  • Training to Maximize Productivity

  • Onboarding Effectively

  • Skills Assessments

  • Resource Reallocation

  • RIF Strategic Planning

SECURITY, REGULATORY, DATA MANAGEMENT

  • Compliance & Configuration

  • Disaster Recovery Planning

  • Data Governance 

  • Data Base Management

  • Data Protection & Privacy 

  • Data Breach Readiness & Management

  • Sarbanes-Oxley (SOX) Compliance

  • Security Frameworks

 
 

2020 Financial Services Conference Calendar

Jan 27-30, 2020 New Orleans, LA

Independent Mortgage

Bankers Conference

Feb 9-12, 2020 Orlando, FL

American Bankers Association

Conference for Community Bankers

Mar 29-April 1, 2020 Los Angeles, CA

Mortgage Bankers Association

Tech Conference

April 21-22, 2020 Washington, DC

Mortgage Bankers Association

National Advocacy Conference

April 22-26, 2020 Buckhead, GA

Annual National Association

of Minority Mortgage Bankers

May 17-20, 2020 New York, NY

Mortgage Bankers Association

Annual Secondary & Capital Markets Conference 

Jul 8-10, 2020 Dana Point, CA

California Mortgage Bankers Association

Annual Western Secondary Conference 

Sep 14-16, 2020 New York, NY

Finovate Fall

Oct 27-30, 2020 Chicago, IL

Mortgage Bankers Association

Annual Convention & Expo