Advisory

Core System Partners offers Advisory and Consulting services for banks and credit unions looking to modernize their core banking systems.

Our Advisory Services consist of fixed price packages:

  • Quick Consult  – Fast Expert Advice

  • CoreMentor ® – Guided Technology Transformation

  • CoreNavigate ® – Efficient Solutions Navigation

  • CoreBridge ® – Seamless Technology Integration

providing increasing levels of support and guidance from our experts.

Advisory Services

Quick Consult

Our Initial Consult service is a free, 30-minute session where one of our experts will answer any questions you have and provide follow-up as needed. This service is a great way to get your questions answered, an introduction to our team and our services, and it can help you determine which of our packages is the best fit for your needs.

CoreMentor ®

Our CoreMentor ® Package is for clients seeking ongoing support and guidance from one of our experts. This package is ideal for clients with a designated project leader looking for personalized help and advice from someone who has been there and done that. This package includes four hours of coaching and advising per month and follow-up as needed.

CoreNavigate ®

This package includes everything in the CoreMentor ® Package, plus participation in weekly core team meetings and monthly steering committee meetings. This package is for clients seeking more comprehensive support and guidance on their technology modernization and operational refresh projects.

CoreBridge ®

This package includes everything in the previous packages, plus the added benefit of a monthly report to the Executive Sponsor / Team and quarterly report provided to the board of directors. This package is for clients looking for the highest independent level of support and guidance on their technology modernization and operational refresh projects.