Webinars
Remedy Consulting strives to be your priority partner by providing complimentary thought leadership monthly webinars. Remedy executives will provide relevant, niche, industry-leading educational content on fintech services, contract negotiation, system selections and more. Below is a combination of webinars provided by Remedy Consulting and our partner OnCourse Learning. See you in the next webinar.
Oct 19, 2022
12:00 PM - 12:45 PM CST
Do It Yourself Core Vendor Selections
Between 8-10% of banks and credit unions annually review whether their core system is robust enough to help them support their customer base and grow their business. A Core Systems Selection, as covered in this session, is the process that the organization goes through to determine if it is time to migrate to a new core platform.
For Financial Institutions (FI’s) that do not have the internal resources to do this themselves, there are a handful of consulting organizations that can outsource the systems selection process. Some FI’s just want to complete their own systems selection, either because they can’t afford an outside consultant, or they just want better control of the process internally.
This session will give financial institutions a peek inside how one systems selection consultant organizes the selection process, from the initial gap analysis through RFP, vendor scoring, and ultimately negotiating a contract.
Whether your FI’s is in the process of changing out your core vendor, or any of your other major IT providers, this session should provide insight into how to organize your process should you opt to “do-it-yourself”.
Who Should Attend? COO’s, CIO's, CFO’s, Executives engaged in vendor RFP process.
Presenter(s):
Charlie Kelly - Partner, Remedy Consulting
Karen Lowerr - Director, Marketing & Operations, Remedy Consulting
Nov 15, 2022
12:00 PM - 01:00 PM CST
A Revenue and Spend Strategy for your Digital Tools
Your bank has multiple online and mobile products that you provide your customers, but did you ever wonder how your customer usage compares to other community banks? Is a bank customer that actively uses your eCommerce and mobile products more valuable to the bank than a customer that is not an active user? What are the up-and-coming digital technologies, and which are coming from outside the banking industry that might disrupt your relationship with your customer?
Who Should Attend? C-Suite members, Senior Management
Presenter(s):
Charlie Kelly - Partner, Remedy Consulting
Our organization was engaged in a negotiation with our core provider for a contract renewal. Although we were already well into the process, I made the decision to hire Remedy because I felt the negotiations were taking too long and consuming too much of my management team's time.
Josh Hoppes, CEO
Mutual Savings Association, Leavenworth, KS
We wanted to ensure our pricing and contract terms were in line with those of other financial institutions. Remedy had the tools and knowledge to help us out. The process, from beginning to end, lasted about 4 months. Remedy took care of all the negotiations and simply kept us apprised of where the negotiations were at and how they were going.
Ben Hansen, CEO
RSNB Bank, Rock Springs, WY
After completing one renewal on your own, it was evident that market pricing information was necessary for an effective negotiation. Remedy was able to provide that plus other contract information that made for a positive renewal. Remedy was able to achieve more than our expectations, including significantly lower rates.
Amy Johnson, COO
Dairy State Bank, Rice Lake, WI
Remedy Consulting was able to achieve much more than our expectations during our core contract negotiation including significantly lower rates and contract language that much more favorable to the bank. We were extremely impressed with the project management and professionalism shown by the Remedy Team. Highly recommended.
Walker Jordan, President
Bank of Monticello
Cornerstone Bank thanks Remedy Consulting as a strategic partner in core contract negotiation. Brian, Project Manager, streamlined the process of our core vendor renewal and advised us as to the new technologies that we could continue/implement and still receive a cost reduction on our five-year contract. We are happy to highly recommend Brian and the Remedy Team.
John Doull, President
Cornerstone Bank, Overland Park, KS
