Bank Operations Consulting

Our senior staff have deep experience in banking operations. We have worked with banks of all sizes, from local community banks to large interstate operations. We know banking, and we understand the unique challenges you face.

We have helped our banking clients with…

• Retail banking
  We have decades of experience working with retail banking – identifying issues, improving compliance, preparing for (or mitigating from) change, and much more.
• Operational process redesign
  Within the back-room operations of your bank, are there areas that are struggling to keep up with growth and change? Often, the processes – not the people – are the bottleneck. Ask how we can help identify key opportunities for improvement.
• Branch staff training
  Whether you want to improve compliance, increase productivity, or just prepare staff to handle their changing environment, we can help with a wide range of training needs for retail banking staff.
• Core systems implementation/conversion assistance
  Changing your core system is a huge project, and creates a lot of new stresses within the organization. We can help with project planning, testing (planning and execution), requirements definition, data conversion specification, staff retraining, and new job-based system documentation.
• Loan origination and operations improvement
  We help clients with an end-to-end review of the process from prospect to post-closing. This includes system reviews, process improvement (both front-end and in loan operations), and more.
• Merger and consolidation planning
  Our experienced project management team helps banks organize the activities involved in combining the operations and personnel during mergers. This includes retraining, procedure definition, system selection, conversion planning, and leadership integration.
• Data scrub (pre- and post-conversion)
  Our data specialists and project managers help organize (and can help perform) data scrub activities to clean up your client and account data for conversions and major upgrades.
• Imaging process management
  We assist in a review and update of processes around image capture, labeling, storage, and retrieval.
• System testing
  For major implementations, we can help organize and conduct the user acceptance testing (UAT) phase – often ignored by software vendors, but vital for ensuring you get a system that fits your operational and compliance requirements.
• Custom reporting
  Let our data specialists help you identify the information you need, and put that information into the hands of key leaders.
• Staff selection and alignment
  Expanding? Filling new needs for your internal customers? Ask how we can help you identify gaps, recruit the right people, and select for the personality traits that fit the job.

…and much more. We bring understanding of your business and new insight into your issues. Contact us today to find out how we can help you and your staff raise service levels, increase productivity, and manage increasing demands…and get home on time more often!