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

  • Nov

    7  & 8

    Hot 2nd Tier Core Vendors

    Register Today
    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:
    • 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

  • Dec

    4  & 6

    How to Slash Core Processing Costs

    Register Today
    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

Past Free Core Webcasts

  • Oct

    9  & 11

    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

    2  & 4

    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

  • Sep

    11  & 13

    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

  • Aug

    7  & 9

    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

    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

  • 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

    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

  • Jul

    26  & 28

    Millennials: New Rules of Engagement

    Request Recording

    Request Recording

    • 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.

    Close

  • Sep

    21

    Social Media: How can FIs fully utilize this medium?

    Request Recording

    Request Recording

    • 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.

    Close

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