Webcasts

Webcasts

Be Our Guest. Join a Complimentary Webcast.

Just 60 minutes and a Wealth of Knowledge.

You can get a feel for our firm by attending a complimentary webcast at your convenience. Come see what has captured the interest of thousands of financial industry executives. ICI Consulting conducts a series of free webcasts addressing a variety of topics related to core processing and ancillary systems. More than 10,000 financial industry executives have attended these informative webcasts. Please register and join us for the next session.

Upcoming Free Core Webcasts

  • Aug

    7  & 9

    Leveraging Core Contract Terms & RFPs

    Register Today
    Description

    If you plan to sign a Core Processing agreement within the next few years, there are essential contractual terms and Request For Proposal (“RFP”) questions that you should add to your Core evaluation process. However, negotiating contracts with Core Vendors and constructing RFPs is a daunting task for most banks and credit unions. The speech will assist the audience in identifying the best Core Processing Service Level Agreements (“SLAs”), additional terms and RFP strategies. Greg Schratwieser, Founder and CEO of ICI Consulting, will also focus on the primary Core Processing vendor questions. The speaker will discuss how other banks and credit unions are negotiating core contracts.

    Webcast Attendees will learn:
    1. What are the key Contractual Terms, SLAs and RFP questions when negotiating with Core Processing vendors?
    2. What Additional Terms and financial Penalties must be part of the final vendor contract?
    3. What are the Pitfalls when negotiating contracts with Core Processing vendors?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Sep

    11  & 13

    How to Negotiate the Best Core Processing Agreement

    Register Today
    Description

    At the negotiation table, your opposition (core sales executives) have negotiated hundreds of contracts. These core salespeople generate tens of millions of dollars in profit every year for their company. Many financial institutions walk into these core meetings unarmed and leave hundreds of thousands or, sometimes, millions of dollars on the negotiation table. If you do not properly prepare, you will lose. Fortunately, there are tried and true tactics to secure favorable core agreements.

    Webcast Attendees will learn:
    • When should you meet with the core executive management?
    • How can you avoid playing right into the hands of the core vendors?
    • What vital pages from the core sales playbook can you use to strengthen your negotiation position?
    • Which tactics in sales oriented movies are reality vs. Hollywood?
    • When do financial institutions commonly step into bear traps?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Oct

    9  & 11

    Core Processing: Credit Union Strategies

    Register Today
    Description

    With over 70 Core Processing platforms, evaluating vendor solutions can be a daunting task for any credit union. The webcast will identify strategies that your Credit Union can implement to cost effectively evaluate and differentiate Core Processing vendors. Greg Schratwieser, Founder and CEO of ICI Consulting, will introduce ideas to help you think strategically about one of the most significant investment areas in your business.

    Webcast Attendees will learn:
    • What are the most important evaluation criteria when analyzing Core Processing Vendors?
    • What are the hottest selling Core Processing vendor solutions on the market today?
    • What is the total list of Core Processing vendors for CUs?
    • What are the common traps that CUs fall into when evaluating Core Processing vendors?
    • How should you time your Core Processing Vendor Evaluation?
    Audience
    This session is appropriate for Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

Past Free Core Webcasts

  • Jul

    10  & 12

    How to Slash Core Processing Costs

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Core Processing remains the largest technology expenditure within most banks and credit unions today but core also represents a key cost savings area. The webcast (third of a 3 part series) will identify strategies that your financial institution can implement to cost effectively evaluate and differentiate Core Processing vendors.

    Greg Schratwieser, Founder and CEO of ICI Consulting, will introduce ideas to help you think strategically about one of the most significant investment areas within your business. When financial institutions set out to evaluate core processing solutions, they often focus on new products and functionality to improve customer service and cost savings to enhance profitability and compliance. The speaker will identify strategies for banks and credit unions that can be deployed to reduce the cost of back office operations.

    Webcast Attendees will learn:
    • What leverage does a financial institution have when negotiating a core processing agreement?
    • The current invoice: what are you using, what are you paying for and does it add value?
    • What roles do core contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • What are the “Tricks of the Core Processing Sales Trade”?
    • Where should a financial institution look first for cost savings in core processing operations?
    • Are your vendor service charges reasonable or excessive?
    • How do core vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    • How and where do ancillary systems enter the financial analysis?
    • Analyzing vendor price proposals: how to get to an “apples to apples” cost comparison?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Jun

    19  & 21

    Core Conversions: Leave the Core, Keep the Data

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    You decided to convert or you are considering converting to a new core system. Beyond effective project management during conversion, what is the next most important factor in a successful implementation? Your data. Managing the migration of legacy data to a new core system will have a significant impact on the implementation and ongoing operation of your bank or credit union's new core system. What data to convert, how much historical data to convert, how to convert the data and at what cost are important questions that must be determined before the conversion.

    Please join us for a webcast that will discuss the best practices in completing a conversion relative to legacy data. Core data, client and account cleanup efforts, images, documents, reports, digital banking, bill pay and debit card information are just some of the areas that will be reviewed. Terrie Cloud, Senior Vice President of ICI Consulting will share ideas, tips and techniques to handling a financial institution’s legacy data in preparation for a successful conversion and workflow efficiencies that can be gained throughout this process.

    Webcast Attendees will learn:
    • What are the myths of a conversion and how to separate fact from fiction in planning a successful conversion?
    • How to best cleanup legacy core data and determine how much core data to convert?
    • How to handle reports, images and documents in a conversion?
    • What usually is and is not converted related to digital banking and bill pay information?
    • EFT/Debit Cards: to reissue or not to reissue? What are the pros and cons?
    • What are the critical factors in planning a successful conversion?
    • Workflow process improvement: how and where it benefits the implementation of a new core system?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for technology planning, products and services, conversions, and overall strategic planning.

    Terrie Cloud has more than 29 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operational investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

    Close

  • Jun

    5  & 7

    Hot 2nd Tier Core Platforms

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    There are a number of Second Tier Core Vendors that are red hot in the financial industry. Our webcast will discuss which Second Tier Core Platforms are leading the Competitive Replacement charge in the bank and credit union market.

    Our speaker, Greg Schratwieser (ICI CEO), will spotlight the latest Second Tier Core Vendor Strategies and provide insight on how your FI can negotiate an aggressive core agreement.

    Webcast Attendees will learn:
    Participants will learn:
    • Who these Second Tier Core Vendors are and how they are winning business against the Big 3
    • What Pros and Cons the Second Tier Vendors present to the FI marketplace
    • Should you keep the Second Tier platforms under consideration or walk away
    • Why new core vendors have trouble surviving
    • What Core Negotiation Leverage you have with the Second Tier Vendors
    • Common traps when evaluating Second Tier Core Vendors
    • How you can win at the Second Tier core negotiation table
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for technology planning, products and services, conversions, and overall strategic planning.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • May

    8  & 10

    The Big 3 Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    The Big 3 Core Vendors (FIS, Fiserv and Jack Henry) own 75% of the Core Market. Our webcast will discuss which Big 3 Core Platforms dominate the bank and credit union space. We will also address which Big 3 Core Solutions are not winning new business and why.

    Outside of the Big 3, there are a large number of Core Platforms that are winning business and giving the Big 3 heartburn. Who are these core vendors and how are they winning business?

    We will illuminate the latest Big 3 Core Vendor Strategies and provide insight on how your FI can negotiate an aggressive core agreement. Our speaker will lead the discussion with ideas to help you think tactically about your current core vendor relationship with a view to positioning new contracts for future business requirements.

    Webcast Attendees will learn:
    • Which Big 3 Core Platforms dominate the bank and credit union market and why
    • What other Core Vendors are giving the Big 3 heartburn
    • How core vendors are maximizing profits and how you can defeat their tactics
    • How the Big 3 vendors sell to your FI
    • Is it smarter to buy all solutions from one vendor or pursue a best of breed approach
    • What are the best negotiation strategies when renewing or doing a competitive core evaluation
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for technology planning, products and services, conversions, and overall strategic planning.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Apr

    10  & 12

    Core Salespeople: How to Negotiate with Them

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    At the negotiation table, your opposition (core salespeople) have negotiated hundreds of contracts. These core salespeople generate tens of millions of dollars in profit every year for their company. Many financial institutions walk into these core meetings unarmed and leave hundreds of thousands or, sometimes, millions of dollars on the negotiation table. If you do not properly prepare, you will lose. Fortunately, there are tried and true tactics to secure favorable core agreements.

    Webcast Attendees will learn:
    • When should you meet with the core executive management?
    • How can you avoid playing right into the hands of the core vendors?
    • What vital pages from the core sales playbook can you use to strengthen your negotiation position?
    • Which tactics in sales oriented movies are reality vs. Hollywood?
    • When do financial institutions commonly step into bear traps?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Mar

    20  & 22

    Core Conversions Pitfalls and Best Practices

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    "Core Conversion" may be the two scariest words amongst bank and credit union executives and staff members. When Core Conversions go awry, customer service can suffer, customers often depart, employees quit and a financial institution's reputation can be damaged for years. The speech will assist the audience in identifying the pitfalls before they become huge problems.

    Webcast Attendees will learn:
    • How to identify strategies that will help insure that your financial institution can cost effectively convert to a new core platform?
    • How to recognize the common problems that cause implementation timeframes to become elongated or even trigger conversion failures?
    • How to insure that your departments are properly trained and prepared for the core conversion?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.

    Terrie Cloud has more than 29 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operational investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

    Close

  • Mar

    6  & 8

    How to Negotiate the Best Core Processing Agreement

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    At the negotiation table, your opposition (core sales executives) have negotiated hundreds of contracts. These core salespeople generate tens of millions of dollars in profit every year for their company. Many financial institutions walk into these core meetings unarmed and leave hundreds of thousands or, sometimes, millions of dollars on the negotiation table. If you do not properly prepare, you will lose. Fortunately, there are tried and true tactics to secure favorable core agreements.

    Webcast Attendees will learn:
    • When should you meet with the core executive management?
    • How can you avoid playing right into the hands of the core vendors?
    • What vital pages from the core sales playbook can you use to strengthen your negotiation position?
    • Which tactics in sales oriented movies are reality vs. Hollywood?
    • When do financial institutions commonly step into bear traps?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Feb

    6  & 13

    How to Slash Core Processing Costs

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Core Processing remains the largest technology expenditure within most banks and credit unions today but core also represents a key cost savings area. The webcast (third of a 3 part series) will identify strategies that your financial institution can implement to cost effectively evaluate and differentiate Core Processing vendors.

    Greg Schratwieser, Founder and CEO of ICI Consulting, will introduce ideas to help you think strategically about one of the most significant investment areas within your business. When financial institutions set out to evaluate core processing solutions, they often focus on new products and functionality to improve customer service and cost savings to enhance profitability and compliance. The speaker will identify strategies for banks and credit unions that can be deployed to reduce the cost of back office operations.

    Webcast Attendees will learn:
    • What leverage does a financial institution have when negotiating a core processing agreement?
    • The current invoice: what are you using, what are you paying for and does it add value?
    • What roles do core contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • What are the “Tricks of the Core Processing Sales Trade”?
    • Where should a financial institution look first for cost savings in core processing operations?
    • Are your vendor service charges reasonable or excessive?
    • How do core vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    • How and where do ancillary systems enter the financial analysis?
    • Analyzing vendor price proposals: how to get to an “apples to apples” cost comparison?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Jan

    16  & 17

    Leveraging Core Contract Terms & RFPs

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    If you plan to sign a Core Processing agreement within the next few years, there are essential contractual terms and Request For Proposal (“RFP”) questions that you should add to your Core evaluation process. However, negotiating contracts with Core Vendors and constructing RFPs is a daunting task for most banks and credit unions. The speech will assist the audience in identifying the best Core Processing Service Level Agreements (“SLAs”), additional terms and RFP strategies. Greg Schratwieser, Founder and CEO of ICI Consulting, will also focus on the primary Core Processing vendor questions. The speaker will discuss how other banks and credit unions are negotiating core contracts.

    Webcast Attendees will learn:
    1. What are the key Contractual Terms, SLAs and RFP questions when negotiating with Core Processing vendors?
    2. What Additional Terms and financial Penalties must be part of the final vendor contract?
    3. What are the Pitfalls when negotiating contracts with Core Processing vendors?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Jul

    11  & 13

    How to Slash Core Processing Costs

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Core Processing remains the largest technology expenditure within most banks and credit unions today but core also represents a key cost savings area. The webcast (third of a 3 part series) will identify strategies that your financial institution can implement to cost effectively evaluate and differentiate Core Processing vendors.

    Greg Schratwieser, Founder and CEO of ICI Consulting, will introduce ideas to help you think strategically about one of the most significant investment areas within your business. When financial institutions set out to evaluate core processing solutions, they often focus on new products and functionality to improve customer service and cost savings to enhance profitability and compliance. The speaker will identify strategies for banks and credit unions that can be deployed to reduce the cost of back office operations.

    Webcast Attendees will learn:
    • What leverage does a financial institution have when negotiating a core processing agreement?
    • The current invoice: what are you using, what are you paying for and does it add value?
    • What roles do core contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • What are the “Tricks of the Core Processing Sales Trade”?
    • Where should a financial institution look first for cost savings in core processing operations?
    • Are your vendor service charges reasonable or excessive?
    • How do core vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    • How and where do ancillary systems enter the financial analysis?
    • Analyzing vendor price proposals: how to get to an “apples to apples” cost comparison?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • May

    9  & 11

    Core Conversions Pitfalls and Best Practices

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    "Core Conversion" may be the two scariest words amongst bank and credit union executives and staff members. When Core Conversions go awry, customer service can suffer, customers often depart, employees quit and a financial institution's reputation can be damaged for years. The speech will assist the audience in identifying the pitfalls before they become huge problems.

    Webcast Attendees will learn:
    • How to identify strategies that will help insure that your financial institution can cost effectively convert to a new core platform?
    • How to recognize the common problems that cause implementation timeframes to become elongated or even trigger conversion failures?
    • How to insure that your departments are properly trained and prepared for the core conversion?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.

    Terrie Cloud has more than 28 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operational investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

    Close

  • Mar

    21  & 22

    D+H Acquired: How this Core Industry change could affect your FI

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Vista Equity Partners announced its intention to acquire D+H on March 13, 2017. By combining D+H with UK-based firm Mysis, Vista Equity Partners would be one of the Top 5 American Core and Lending Vendors and would strive to become a global Fintech powerhouse.

    ICI will address the potential impact of the acquisition on the financial institutions that are currently using or considering using D+H core or lending solutions. The speaker will also introduce ideas to help you think strategically about core processing, usually one of the top three expenses within a bank or credit union.

    Webcast Attendees will learn:
    • If you are evaluating D+H solutions, should you keep the D+H platforms under consideration or walk away?
    • If you are a D+H customer, should you be concerned or could products and services be enhanced?
    • How can you leverage this acquisition to strengthen your Core Processing negotiation?
    Audience
    Speaker
    Greg Schratwieser Greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Oct

    25  & 27

    Core Processing: Credit Union Strategies

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    With over 70 Core Processing platforms, evaluating vendor solutions can be a daunting task for any credit union. The webcast will identify strategies that your Credit Union can implement to cost effectively evaluate and differentiate Core Processing vendors. Greg Schratwieser, Founder and CEO of ICI Consulting, will introduce ideas to help you think strategically about one of the most significant investment areas in your business.

    Webcast Attendees will learn:
    • What are the most important evaluation criteria when analyzing Core Processing Vendors?
    • What are the hottest selling Core Processing vendor solutions on the market today?
    • What is the total list of Core Processing vendors for CUs?
    • What are the common traps that CUs fall into when evaluating Core Processing vendors?
    • How should you time your Core Processing Vendor Evaluation?

    Audience

    This session is appropriate for Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.

    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Oct

    4  & 6

    The Wolf of Core Processing

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    While most core sales representatives are honest and professional, many can quote countless lines from movies like “The Wolf of Wall Street” because they use the same ethical sales tactics every day.

    Core sales reps are not wolves, but they are often very cunning, intelligent and always have a detailed strategy for every presentation, meeting, phone call and email. Our webcast will shine a light on how sales representatives operate and help you prevail against the core sales organization’s strategies and tactics.

    Webcast Attendees will learn:
    • You have a meeting with the core vendor’s senior management, now what?
    • How can you avoid playing right into the hands of the core vendors?
    • Reveal pages from the core vendor’s playbook.
    • Which tactics in sales oriented movies are reality vs. Hollywood?
    • When do financial institutions commonly step into bear traps?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for Core Processing, Ancillary Systems, Back Office Management and Strategy groups.

    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg Schratwieser founded ICI (International Consulting, Inc.) in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

    Close

  • Jul

    26  & 28

    Millennials: New Rules of Engagement

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    • Area of Interest or Specific Question for ICI
    Description

    The Millennials are now the largest generation in the workforce and represent over $200 billion in buying power. This makes them one of the largest customer and member segments that a financial institution should and needs to address. A key shift in deposits is taking place. Assets are being transferred to this generation, which tends to spend what they earn and receive. This tendency in itself garners the attention of financial professionals. However, of greater concern is the belief that Millennials actively seek banking services but not necessarily from a financial institution. Along with Gen Y and Gen Z, Millennials simply do not bank as their parents and grandparents did.

    This webinar will directly address why the Millennials are such a critical customer and member base. We will explore the challenges banks and credit unions face in attracting and servicing this unique group.

    Webcast Attendees will learn:
    • What motivates Gen Y, Gen Z and Millennial clients?
    • How should banks and credit unions adjust their marketing strategies to target Millennials?
    • What financial services does this generation need now and in the future and how will they access these services?
    • How does this generation embrace and use technology?
    • What technologies should your FI be evaluating and implementing to attract and support this generation?
    • What considerations should be made in order to hire and maintain the Millennials as a workforce?
    Audience
    This session is appropriate for Bank and Credit Union Executives and Board members who are responsible for strategic planning, marketing, technology planning and overall management of the Financial Institution.

    Terrie Cloud has more than 28 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operational investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

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  • Mar

    29  & 30

    Strategic Planning: Key to Growth & Success

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    • Area of Interest or Specific Question for ICI
    Description

    In today’s competitive financial marketplace, a realistic strategic plan is the key to ensuring your long-term success. Financial institutions are faced with understanding current trends, utilizing technology effectively and positioning for maximum growth and income potential. The webcast will include a review of strategic leadership planning in key areas of the FI: Products and services, technology utilization, marketing, customer segmentation, income opportunities, growth plans, corporate goals, departmental reviews and industry trends.

    Webcast Attendees will learn:
    This webcast will explain the advantages a financial institution will gain by formulating and implementing a comprehensive strategic plan. The speaker will address the timing of appropriate business goals and objectives and will examine key strategic areas including: • Attracting new customers and members • Growth Potential and Income Opportunities • Technology Planning and Utilization • Deposit and Loan Product solutions for consumers and businesses • Technology Risk Management • Gain Efficiencies through Workflow Improvement • Regulatory and Compliance Planning • Policy Advice and Implementation • Product and Service Development and Deployment • Technology trends affecting financial institutions • Competitive Analysis
    Audience
    This session is appropriate for Bank and Credit Union Executives and Board members who are responsible for strategic planning, technology planning and overall management of the Financial Institution.

    Terrie Cloud has more than 28 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operations investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

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  • Feb

    23  & 24

    Single Core Vendor vs. Best of Breed

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    • Area of Interest or Specific Question for ICI
    Description

    Selecting the right technology for your bank or credit union is a complex matter. As more customer and member facing channels have become virtual, vendors are focusing on specific technology pieces (online banking, bill pay, mobile banking, mobile capture, remote deposit capture, etc.). Each technology decision brings the choice of going with your existing single core vendor or with a third party that may be more feature rich. Both options have positive and negative ramifications and the final decision can be difficult.

    Webcast Attendees will learn:


    • Advantages and concerns of a single core vendor verses a best of breed strategy
    • Integration points for these technologies
    • Components that should be considered in a best of breed environment
    • Vendors to be evaluated for each strategy
    • Pricing considerations
    • Regulatory ramifications
    • Major trends affecting bank and credit union operational decisions

    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for technology, operations, products and services and overall strategic planning.

    Terrie Cloud has more than 28 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operations investments.

    Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and most recently worked for a core processing vendor.

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  • Mar

    19  & 24

    IT Compliance: The Necessity of a Solid Plan

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    • Area of Interest or Specific Question for ICI
    Description

    IT Compliance is a requirement for all financial institutions and can be a source of frustration that faces every bank and credit union. If not adequately addressed, IT compliance issues can adversely affect your institution. The good news is that IT Compliance does not have to be complicated.

    Please join us for a webcast that will outline the major components of a solid IT compliance program with simple straight forward ideas, tips and concepts. Terrie Cloud, Sr. Vice President of ICI Consulting will share steps for creating and updating your institution’s IT compliance program that will protect your institution, satisfy regulators and your Board of Directors and, most importantly, protect your customers’ or members’ accounts.

    Webcast Attendees will learn:
    • Process and procedures for creating a Technology Plan that supports the institution’s overall strategy
    • Simple steps for performing an IT Risk and Impact Analysis and a comprehensive IT Risk Assessment
    • Developing a solid IT Risk Mitigation Plan
    • How to simplify and implement a comprehensive GLBA program?
    • How to develop and maintain a complete Vendor Management Program regardless of whether your technology providers are outsourced or in-house?
    • Why and how to create an Incident Response Plan?
    • The importance of a realistic Disaster Recovery Plan and Business Continuity Plan
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for IT Compliance, technology planning, products and services, and overall strategic planning.

    Terrie Cloud has more than 27 years of experience in the financial services industry and is a Senior Vice President with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operations investments. Terrie is also a regular speaker for various state and national bank associations on a variety of banking and technology topics. Terrie Cloud is a former banker and most recently worked for a core banking vendor.

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  • Feb

    24  & 26

    Apple Pay And Beyond

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    • Area of Interest or Specific Question for ICI
    Description

    Mobile payments, Apple Pay, contactless payments, Square, mobile photo bill pay, real-time bill payment, closed-loop proprietary payment networks… the list of new technologies is long. These are just some of the technologies, trends and directions that are available now for consumers in the rapidly changing and expanding payment processing arena. Terrie Cloud, Senior Vice President of ICI Consulting, will introduce ideas to help you think strategically about bill payments and payment processing that is evolving quickly, growing swiftly and becoming a requirement for bank customers and credit union members.

    When financial institutions set out to evaluate Online Banking and Mobile solutions, they often focus on basic functionality to improve customer service. However, key components of any eBanking strategy are bill payments and making payments. The speaker will identify the newest features, options and recent developments around bill pay, payments and back office integration points for banks and credit unions. The speaker also will highlight how to best evaluate the various bill payment and payment strategies that can be utilized to best meet your customer or member needs.

    Webcast Attendees will learn:
    • What are the options and advancements in the Bill Pay arena and changes to the payment streams that should be measured?
    • How can a financial institution take advantage of mobile direct payments and other new technologies?
    • Who are the key bill payment vendors and what capabilities do they offer?
    • What are the trends of Online Banking and Mobile and what are today’s sophisticated features and functions?
    • What are the major considerations in integrating these new bill payment and payment processing features in the back office environment?
    • What leverage does a financial institution have when negotiating a bill payment solution?
    Audience
    This session is appropriate for bank and credit union executives, who are responsible for online banking, mobile banking, operations and ancillary system strategies.

    Terrie Cloud has more than 27 years of experience in the financial services industry and is a Senior Vice President with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operations investments. Terrie is also a regular speaker for various state and national bank associations on a variety of banking and technology topics. Terrie Cloud is also a former banker and most recently worked for a core banking vendor.

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  • Jan

    28  & 29

    Online Banking: How to Evaluate the Vendor Options?

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    • Area of Interest or Specific Question for ICI
    Description

    Online Banking and Mobile have exponentially advanced beyond balance inquiries and bill pay. Today’s Online Banking and Mobile solutions are feature rich and can be classified as an end-to-end virtual branch. The webcast will identify strategies your financial institution can implement to cost effectively evaluate and differentiate Online Banking and Mobile solutions. Greg Schratwieser, CEO of ICI Consulting, will introduce ideas to help you think strategically about an area of your business that is evolving quickly, growing swiftly and becoming critical for your customers and members.

    When financial institutions set out to evaluate Online Banking and Mobile solutions, they often focus on basic functionality to improve customer service. The speaker will identify the newest features and functions of Online Banking and Mobile, recent developments around bill pay, and back office integration points for banks and credit unions. These evaluation strategies can be used to identify the best Online Banking and Mobile Vendor solutions at a superior price.

    Webcast Attendees will learn:
    • Who are the key vendors and what capabilities do they offer?
    • How can financial institutions take advantage of the new functionality?
    • What are the various Online Banking and Mobile applications that should be considered?
    • What are the advancements in the Bill Pay arena and changes to the payment streams that should be measured?
    • What leverage does a financial institution have when negotiating an Online Banking and Mobile agreement?
    • What roles do Online Banking and Mobile contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • What are the trends of Online Banking and Mobile and what are today’s sophisticated features and functions?
    • How do Online Banking and Mobile vendors price their solutions: number of accounts, transaction volume or how well you negotiate the contract?
    Audience
    This session is appropriate for Bank and Credit Union Executives who are responsible for Online Banking, Mobile Banking, Ancillary Systems, Compliance and overall Strategy.
    Speaker
    Greg Schratwieser greg@ici-consulting.com 800-729-8237

    Greg founded ICI in 1994. ICI is a consulting firm that focuses on the Financial Industry. Greg offers ICI clients unique expertise based on his extensive work in the areas of Core Processing, Check Processing and Online Banking deployment. Greg Schratwieser has consulted with financial institutions and corporations throughout North America, Australia, Europe and Asia. He has given hundreds of speeches within these geographic markets and written dozens of industry articles. Before founding ICI Consulting, Greg Schratwieser was employed by Unisys and Prismac Systems Australia.

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  • Sep

    21

    Social Media: How can FIs fully utilize this medium?

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    • Area of Interest or Specific Question for ICI
    Description

    Social media has become the new normal marketing medium for businesses to sell products and services, attract new customers and communicate with existing clients. A solid social media strategy is absolutely crucial for any bank or credit union in today’s technology- charged world. This is especially true in reaching the Gen Y, Gen Z and Millennial generations. The speech will focus on how banks and credit unions can take advantage of this important and rapidly evolving medium.

    Webcast Attendees will learn:
    • How to develop and implement a solid social media strategy?
    • What are the best practices when implementing a social media strategy?
    • What are the keys to maintaining a social media presence?
    • How should a financial institution best respond to requests and negative issues via social media?
    • What financial products and services can be tailored to the social media charged generations?
    Audience
    This session is appropriate for Bank and Credit Union Executives and Board members, who are responsible for strategic planning, marketing, technology planning and overall management of the Financial Institution.

    Terrie Cloud has more than 28 years of experience in the financial services industry and is a senior vice president with ICI. Terrie specializes in core processing evaluations, strategic planning, workflow efficiency improvement and project management services to help financial institutions maximize their technology and operational investments. Terrie is also a regular speaker for various state and national bank association and credit union entities on a variety of banking and technology topics. Terrie Cloud is a former banker and core processing vendor.

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