Webinar
Boosting Financial Institution Efficiency From Assessment to Implementation
These on-demand video discussions focus on challenges financial institutions face with outdated processes and systems, as well as limited budgets. They explore how assessment and system services for financial institutions can help identify areas for improvement.
The conversation highlights the importance of understanding both the current state and desired future state to bridge gaps and achieve operational efficiency. This includes enhancing performance and effectiveness through a business opportunity assessment (BOA) and improving process efficiency and system usage though a system optimization.
Additionally, the discussion encompasses system selection, focusing on evaluating and choosing new systems aligned with long-term goals. Contract negotiation is also explored, including evaluating pricing methods and contract clauses to secure favorable terms at competitive prices.
Implementation advisory is another focus, emphasizing thorough planning, training, and data management for successful deployment. A case study illustrates the positive effects of these strategies on loan processing efficiency and customer satisfaction.
Improving Financial Institutions Through Business Opportunity Assessments
Business Opportunity Assessments may help financial institutions improve efficiency, performance, and customer experience amid budget constraints.
Timeline for Institutional System Reviews and Replacements
Starting system review processes early may help maintain leverage and support smooth transitions.
Enhance Operational Efficiency for Existing Systems
A system optimization evaluation may identify gaps and improvement areas to enhance efficiency without overhauling your entire tech stack.
Bridging Workflow Gaps: From Current State to Future Efficiency
A gap analysis may streamline workflows by identifying strengths and weaknesses, setting functional requirements, and implementing a strategic roadmap.
Case Study: Revamping Loan Processes
An institution improved operational efficiency by enhancing loan processes, implementing automated workflows, and enhancing system integrations.
Gain Efficiency and Security Through Technology Integration
Enhancing existing technology with integration may provide cost savings, reduce downtime, and boost productivity for institutions.
Strategic System Selection: Aligning Technology with Institutional Goals
Choosing a system often requires strategic alignment with long-term goals and avoiding rushed decisions.
Vendor Reliability: Key Due Diligence Practices
Understand vendor technology and risks and conduct thorough due diligence with comprehensive documentation.
Complexities in Digital Strategy Development
Plan strategically for system upgrades, monitor SLAs, and avoid costly auto-renewals for effective digital strategies.
The Crucial Role of Trusted Advisors in Contract Management
Engaging a trusted advisor may help institutions avoid costly contract pitfalls and achieve competitive pricing terms.
Strategic Considerations for Institutional Pricing
Evaluate pricing methods, contract clauses, and potential fees to effectively align with financial strategies.
Effective Vendor Performance Monitoring: Key Practices and Responsibilities
Learn essential strategies for ongoing monitoring of third-party vendors, emphasizing SLA performance, financial stability, and accountability.
A Guide to Implementation Advisory Services
Implementation advisory involves executing business recommendations, system optimization, and facilitating smooth transitions with thorough planning, training, and data management.
Data Quality: Identifying Root Causes and Implementing Controls
Focus on data quality by identifying root causes or errors and implementing controls to help prevent future issues.
Boosting Financial Institution Efficiency From Assessment to Implementation
Full Video
Event materials
Please check back soon to access the on-demand recording and presentation slides.
Webinar speakers
Tim Dively
Digital Growth Director
Janine Wright
Director
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