Advisory

Core Banking Transformation is High-Stakes

Get Expert, Unbiased Advisory

Most banks struggle with vendor selection, contract negotiations, and execution oversight. CSP’s Advisory Services provide strategic, independent guidance so you make the right decisions with confidence.

Why CSP?

What Makes Us Different?

No Bait-and-Switch – Work with Real Experts

Many consulting firms send in senior partners to win the deal, then hand off work to junior consultants fresh out of business school.

Unbiased, Vendor-Neutral Guidance

We don’t push specific core banking providers; we provide strategic, independent insights tailored to your bank’s needs.

Practical, Execution-Focused Advice

No vague reports. We help you make real, bank-specific decisions.

End-to-End Support

Whether you’re exploring a core transformation or already implementing, we ensure every stage is aligned, controlled, and risk-mitigated.

How CSP Guides Your Core Banking Transformation

Every bank’s transformation is different. Our advisory services are designed to provide independent expertise at every step—whether you need strategy, vendor selection, contract negotiation, or implementation oversight.

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

  • CoreNavigate ® – Efficient Solutions Navigation

  • CoreMentor ® – Guided Technology Transformation

  • CoreBridge ® – Seamless Technology Integration

Advisory Services

Quick Consult
Get Expert Answers &

Next Steps

Our Initial Consult service is a free: 30-minute session

  • 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 ®
Personalized Coaching &

Expert Guidance

Prepaid Advisory Retainer: 4 Hours/Month

  • Direct access to a Lead Advisor backed by CSP’s full team.
  • Bi-weekly 1-hour coaching calls tailored to your transformation challenges.
  • Strategic feedback, best practice insights, and email follow-ups as needed.
  • Additional hours available upon request.
CoreNavigate ®

Hands-On Strategic Guidance & Stakeholder Engagement

Prepaid Advisory Retainer: 8 Hours/Month

  • A dedicated Lead Advisor + insights from CSP’s full banking expert team.
  • Weekly 1-hour strategy sessions with your team.
  • Participation in core team meetings and key stakeholder discussions.
  • Vendor evaluation, risk assessment, and best-practice frameworks for execution.
CoreBridge ®
Executive-Level Advisory &

Oversight

Prepaid Advisory Retainer: 12-16 Hours/Month

  • A Lead Advisor backed by CSP’s full executive advisory network.
  • Participation in steering committee meetings & executive-level discussions.
  • Vendor contract oversight, risk mitigation strategies, and transformation governance.
  • Monthly executive reports with insights on transformation progress, risks, and strategic recommendations.
  • Quarterly board-level briefings to ensure leadership alignment.
  • Who It’s For:

Organizations or leaders exploring core banking transformation who need quick expert guidance to assess their needs and next steps.

  • Who It’s For:
Project leaders who need ongoing mentorship from experts who have successfully navigated core banking transformation.
  • Who It’s For:
Banks that need more than guidance—they need an embedded strategic partner throughout their transformation.
  • Who It’s For:
Executives who need not just advice, but a trusted strategic partner to help drive transformation at the highest level.
Which Advisory Package is Right for You?

Not sure which service best fits your transformation needs? Let’s discuss your challenges and determine the best advisory approach for your bank.

Why Banks Trust CSP’s Advisory Retainers

Senior-Level Expertise, Guaranteed

Proactive Risk Monitoring

Exclusive Industry Insights & Benchmarking

Priority Scheduling & On-Demand Flexibility

Every client works with a Veteran Lead Advisor. You’re never handed off to Jr. staff – you get direct access to CSP’s top minds in Banking Operations and Technology

We help you anticipate and mitigate risks before they escalate—not just react to problems.

Stay ahead with vendor intelligence, best practices, and real-world transformation data.

As a CSP advisory client, you get priority access to expert guidance when you need it.

Don’t navigate banking transformation alone—partner with experts who’ve done it before.

Unlock Executive-Level Banking Advisory

Secure Your CSP Advisory Retainer Today

“Your Lead Advisor is backed by the full depth of CSP’s expertise—ensuring you get the right guidance,

every step of the way.”