What We Do: Banking & Credit Union Consulting
Create more integrated, impactful commercial and retail banking experiences
Our commercial and retail banking consulting experts leverage technology and a digital mindset to enhance operational performance across the commercial and retail client experience to strengthen relationships and create long-term value. With this, we shape your approach for modern lending strategies that maximize hybrid, in-person and digital experiences with products and solutions that meet customers where they are.
We partner with banks to build the digital foundations that today’s industry demands. That means leveraging automation, becoming data-driven, driving workforce productivity, and ensuring your organization can harness the full potential of digital to streamline internal functions and better serve customers.
Streamline your bank’s core business by integrating regulatory compliance and risk programs
We leverage our deep technology experience to help banks and financial institutions embrace leading digital technology while keeping in step with today’s rapidly changing risk and regulatory requirements in ways that won’t slow you down. We combine our front and back-office experience with deep expertise on regulations and compliance challenges like BSA/AML, transaction monitoring, and credit risk rating – streamlining your efforts to maintain momentum.
Our multidisciplinary teams of banking experts, M&A practitioners, and technologists lead transactions across the deal lifecycle to help you navigate the bank merger & acquisition process. Whether you need to build your target operating model, meet regulatory approval, execute a merger integration, change the way your combined organization works – or all of the above – we can help you realize synergies fast.
Implement the industry-leading nCino bank operating system with the platform’s most trusted consulting partner
As nCino’s longest running and most experienced partner, our implementations allow for faster deployment through our proprietary accelerators, saving you and your team both time and money. We work with you to ensure compatibility across your organization, including technology, people, process, and culture. This all-hands approach to change management can help you better measure the impact and ROI.