Providing seasoned financial institution experience. 

 

The Advisory Services Group offers a vast resource of insight and first-hand knowledge that is available to assist those institutions where project requests are piling up and outside expertise offers the best remedy to tackle complex and/or time-sensitive challenges, for example: 

 

Information Security Program 

Compile information and develop content for a comprehensive program that includes detailed vendor management policies. Exam preparation assistance following the FDIC IT Examination Officer's questionnaire. 

 

RFP Services 

Comprehensive support including RFP documentation, vendor search, proposal solicitation, and total cost of ownership comparative analysis. 

 

Due Diligence Services 

Conduct due diligence to assure regulatory compliance for providers and third-party vendors.  

 

Operations Workflow Analysis 

Review of technology usage to quantify if optimal benefits are being received, and recommend possible changes and updates to procedures, workflows and systems. 

 

Bank Conversion Project Management 

Available outsourcing for major technical system implementations with services to prepare and help adjust to the new system.