Consulting

Consulting Services

Welcome to Core System Partners’ Consulting Services!

As banks and credit unions strive to stay competitive and meet the ever-evolving needs of their customers, they often find themselves in need of expert guidance and support in transforming their core banking systems. That’s where we come in. Our team of seasoned consultants bring a wealth of experience and knowledge in the banking industry and are dedicated to helping our clients achieve their goals through the implementation of innovative and effective solutions.

Our comprehensive suite of fixed price consulting services, including our:

  • OptimizeCore ® – Current State Analysis
  • NextGenCore ® – Future State Design
  • CorePath360 ® – Implementation Approach

are designed to help our clients to either optimize their current cores and / or achieve a successful core banking transformation. We work closely with our clients to understand their unique challenges and goals, and craft custom solutions that are tailored to meet their specific needs.

Packages

OptimizeCore ®

Do you want to step up your banking game and stop dealing with outdated and clunky systems? Our OptimizeCore ® service is here to help.
Optimizing your bank’s tech, processes, and systems can bring a host of benefits, even if you’re not ready for a full-scale core transformation. Our service will give you a deep dive into your current setup, highlight pain points and opportunities for improvement, and craft a customized optimization plan just for you. Here’s what you can expect:

  • Increased efficiency: Streamline your operations and reduce manual labor for faster processing times.

  • Reduced costs: Optimize your resources and technology investments to save money in the long run.

  • Improved customer satisfaction: Give your customers a better, more personalized experience.

  • A more agile and adaptable organization: Be ready for growth and changes in the market.

By taking a data-driven and strategic approach, you can get the most out of your existing systems and processes while laying the foundation for future success. Don’t settle for mediocre banking – choose OptimizeCore ® to supercharge your performance.

NextGenCore ®

If you’re reading this, chances are you’re looking for a way to take your core systems to the next level. If that’s the case, you’ve come to the right place!

With our NextGenCore Service, we’re all about helping financial institutions like yours create a future state design that is second to none. We’ve got a team of industry veterans who have been there, done that, and have the t-shirts to prove it. These guys have worked with core systems of all shapes and sizes, across multiple clients and environments.

Future-proofing a bank’s core system can bring several benefits, including:

  • Streamlined operations: Updating the bank’s technology and processes can lead to more streamlined operations, reducing manual labor and improving efficiency. This results in faster processing times and a more productive workplace.

  • Improved customer satisfaction: Upgraded technology can provide a better customer experience, with personalized services that help build trust and loyalty.

  • Increased competitiveness: With a modern, user-friendly core system, the bank can stand out in the market and attract new customers.

  • Enhanced data management: Updating the bank’s data management systems can result in better, more informed decision-making, allowing for a quicker response to market changes and better compliance with regulations.

  • Future-readiness: By future-proofing the bank’s core system, the bank can be confident that it will remain relevant and up-to-date in the years to come, ready to take advantage of new opportunities and meet evolving customer needs.

  • Cost savings: Reducing manual labor and improving efficiency through modernizing the core system can result in cost savings over time.

  • Greater agility: With a future-proofed core system in place, banks can quickly respond to market demands and roll out new products and services with ease, helping to stay ahead of the competition and better serve customers.

We know that every financial institution is unique, which is why we take a personalized approach to each and every project. With NextGenCore, you can trust that your Core Systems Future State will be designed by experts who understand core systems and the industry inside and out.

If you’re ready to take your financial institution to the next level, don’t hesitate to reach out. We’d love to discuss how NextGenCore can help you achieve your goals.

So, if you’re tired of working with techies who don’t understand your business, or consultants who promise the world but don’t deliver, it’s time to give us a try. We won’t waste your time with fluff or filler. We’re straight shooters who are all about getting results.

On the other hand, if you’re still using a dial-up modem and think that the term “cloud computing” is just a passing fad, well… this probably isn’t the place for you. We’re all about pushing the boundaries and using cutting-edge technology to give you a competitive edge.

So, what are you waiting for? Let’s chat about how we can help you level up your core systems!

Team

CorePath360 ®

Are you looking to elevate your solution delivery game? Let our CorePath360 ® service be your guide. Our implementation approach is designed to help you smoothly transition to a better, more efficient banking operation.

By partnering with us, you’ll get a clear roadmap for transforming your banking system and standing out in a crowded market. And what sets us apart from core vendor solutions?

  • Unbiased advice: As independent experts, we don’t have any ties to specific vendors. We offer tailored recommendations based solely on your needs and goals.

  • Fresh perspective: We bring a new, objective viewpoint, offering strategic suggestions without any bias.

  • Expert support: With years of industry experience, we’re here to offer guidance and support throughout your entire transformation journey.

  • Reduced risk: By helping you navigate the challenges of implementing new systems, we reduce the risk of costly mistakes and ensure a successful outcome.

  • Optimized ROI: We help you get the most bang for your buck by providing recommendations that maximize resources and minimize costs, boosting your financial performance.

In short, our 3 services provide the specialized knowledge and support you need to make your core transformation a resounding success. Ready to get started? Contact us today to schedule a consultation and learn more about how we can help you achieve your banking goals.