Webcasts

Webcasts

Be our guest and 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 conducts a series of free webcasts addressing a variety of topics related to core processing and ancillary systems. More than 35,000 financial industry executives have attended these informative webcasts. Please register and join us for the next session.

Upcoming Free Core Webcasts

  • Apr

    3  & 4

    The Big 5 Core Vendors

    Register Today
    Description

    The Big 5 Core Vendors (FIS, Fiserv, Jack Henry, CSI and Corelation) own more than 80% of the Core Market. Our webcast will discuss which Big 5 Core Platforms dominate the bank and credit union space. We will also address which Big 5 Core Solutions are not winning new business and why.

    Outside of the Big 5, there are a large number of Core Platforms that are winning business and giving the Big 5 heartburn. Who are these core vendors and how are they winning business?

    We will illuminate the latest Big 5 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 5 Core Platforms dominate the bank and credit union market and why
    • What other Core Vendors are giving the Big 5 heartburn
    • How core vendors are maximizing profits and how you can defeat their tactics
    • How the Big 5 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • May

    8  & 9

    Hot 2nd Tier Core Vendors

    Register Today
    Description

    There are a number of 2nd Tier Core Vendors that are red hot in the financial industry. Our webcast will discuss which 2nd Tier Core Platforms are leading the Competitive Replacement charge in the bank and credit union market.

    Our speaker, Doug Latare, CEO of ICI Consulting, will spotlight the latest 2nd Tier Core Vendor Strategies and provide insight on how your FI can negotiate an aggressive core agreement.

    Webcast Attendees will learn:

    • How did the CSI acquisition affect the Core Processing Market?
    • Who are these 2nd Tier Core Vendors and how are they winning business against the Big 3?
    • What Pros and Cons do the 2nd Tier Vendors present to the FI marketplace?
    • Should you keep the 2nd Tier platforms under consideration or walk away?
    • Why do new core vendors have trouble surviving?
    • What Core Negotiation Leverage do you have with the 2nd Tier Vendors?
    • What are the common traps when evaluating 2nd Tier Core Vendors?
    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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Jun

    5  & 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 will identify strategies that your financial institution can implement to cost effectively evaluate and differentiate Core Processing vendors.

    Doug Latare, 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Jul

    10  & 11

    Core Negotiation Nuances

    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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Aug

    7  & 8

    Core Conversion: Best Practices

    Register Today
    Description

    “Core Conversion” may be the two scariest words amongst bank and credit union executives and staff members. When Core Conversions go awry, customer or member service can suffer, clients often depart, employees quit and a financial institution’s reputation can be damaged for years.

    Our webcast will explore how to successfully convert to a new core provider and avoid a potential conversion meltdown. ICI leadership will talk about strategies and tactics that other banks and credit unions are utilizing to cost effectively implement a new Core Processing solution and ancillary systems. The webcast will assist the audience in implementing best practices, while identifying the pitfalls before they become huge problems. Additionally, we hope to ease, or alleviate, fears and concerns associated with core conversions.

    Tangible benefits for attendees:
    - Identify the best practices other financial institutions are using in successful core conversions.
    - Recognize the common problems that cause implementation time frames to become elongated or even trigger conversion failures.
    - Help ensure your staff members are properly trained and prepared for the core conversion.

    Webcast Attendees will learn:
    • What strategies will guarantee your financial institution can cost-effectively convert to a new core platform?
    • What common problems will cause implementation timeframes to become elongated or even trigger conversion failures?
    • What strategies will help to make sure your staff members are properly trained and prepared for the core conversion?
    • What is needed to develop maintenance and technical support procedures in preparation for conversion?
    • Where do some banks and credit unions fail when converting to a new core provider?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for their organization’s Core Conversion projects and overall strategy.

    Speaker
    Sharon Brown, SVP, Project Manager sharon.brown@ici-consulting.com 800-729-8237

    Sharon Brown has over 30 years experience in the financial services industry. She has been a Banker, Business Analyst, IT Consultant, and Project/Program manager during those 30+ years. Sharon has managed small projects to large programs related to system conversions, upgrades, and new system implementations. In the M & A and system conversion arenas, Sharon also managed all aspects of the program: project kickoff, requirements, data mapping, training, implementation, internal and external communications, testing, and go-live support. Sharon also has extensive experience working with organizations to ensure Compliance, Risk, and Legal requirements and procedures are implemented and updated during major transformational projects.

    Close

Past Free Core Webcasts

  • Mar

    5  & 6

    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 will identify strategies that your financial institution can implement to cost effectively evaluate and differentiate Core Processing vendors.

    Doug Latare, 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Feb

    21  & 22

    Credit Union Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Hundreds of credit unions are on legacy core systems and considering Core Conversions.

    Choosing the wrong Core solution for your Credit Union can lead to a very long and painful relationship. This webcast will assist the audience in identifying and evaluating the Best Core Processing vendor alternatives for your Credit Union.

    Webcast Attendees will learn:
    • What are the hottest selling Core Processing Vendor solutions on the market today?
    • Who are the Best 2nd Tier Core Vendors and how are they winning business against Fiserv and Jack Henry?
    • What are the top Core Vendor Pros and Cons: Corelation, Fiserv DNA & Portico, Jack Henry Symitar, COCC, CU Answers, and Nymbus?
    • What Pros and Cons do the top Core Vendors present to the CU marketplace?
    • What are the most important evaluation criteria when analyzing Core Processing Vendors?
    • If we convert to another vendor or choose to stay with my current core, how much money can we save?
    • Can we improve my Core Contractual Terms to get better service?
    Audience

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

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Feb

    7  & 8

    Hot 2nd Tier Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    There are a number of 2nd Tier Core Vendors that are red hot in the financial industry. Our webcast will discuss which 2nd Tier Core Platforms are leading the Competitive Replacement charge in the bank and credit union market.

    Our speaker, Doug Latare, CEO of ICI Consulting, will spotlight the latest 2nd Tier Core Vendor Strategies and provide insight on how your FI can negotiate an aggressive core agreement.

    Webcast Attendees will learn:

    • How did the CSI acquisition affect the Core Processing Market?
    • Who are these 2nd Tier Core Vendors and how are they winning business against the Big 3?
    • What Pros and Cons do the 2nd Tier Vendors present to the FI marketplace?
    • Should you keep the 2nd Tier platforms under consideration or walk away?
    • Why do new core vendors have trouble surviving?
    • What Core Negotiation Leverage do you have with the 2nd Tier Vendors?
    • What are the common traps when evaluating 2nd Tier Core Vendors?
    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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Jan

    24  & 25

    Digital Banking Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Digital Banking has exponentially advanced beyond balance inquiries and bill pay. Today’s Digital Banking solutions are feature-rich and can be thought of as an end-to-end virtual branch. The webcast will identify strategies that your financial institution can implement to cost-effectively evaluate and differentiate Digital Banking solutions.

    Doug Latare, CEO of ICI Consulting, will introduce ideas to help you think strategically about an area of your business that is evolving quickly and growing swiftly.

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

    Webcast Attendees will learn:
    • Who are the key vendors and what advantages do they offer?
    • What are the trends of Digital Banking and what are today’s sophisticated features and functions?
    • How can financial institutions take advantage of the new functionality?
    • What are the latest developments in the Mobile Banking space and how to leverage mobile with Digital Banking?
    • What are the changes and advancements in the Bill Pay arena and changes to the payment streams that should be considered?
    • What leverage does a financial institution have when negotiating a Digital Banking agreement?
    • What roles do Digital Banking contract additional terms, Service Level Agreements (SLAs), and financial penalties play in achieving cost savings?
    • How do Digital Banking vendors price their solutions: asset size, number of transactions, or how well you negotiate the contract?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for Digital Banking (Online Banking, Mobile, Bill Pay, Online Account Opening, etc.) and overall Strategy.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation of honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Jan

    10  & 11

    The Big 5 Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    The Big 5 Core Vendors (FIS, Fiserv, Jack Henry, CSI and Corelation) own more than 80% of the Core Market. Our webcast will discuss which Big 5 Core Platforms dominate the bank and credit union space. We will also address which Big 5 Core Solutions are not winning new business and why.

    Outside of the Big 5, there are a large number of Core Platforms that are winning business and giving the Big 5 heartburn. Who are these core vendors and how are they winning business?

    We will illuminate the latest Big 5 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 5 Core Platforms dominate the bank and credit union market and why
    • What other Core Vendors are giving the Big 5 heartburn
    • How core vendors are maximizing profits and how you can defeat their tactics
    • How the Big 5 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Dec

    6  & 7

    Core Negotiation Nuances

    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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Nov

    7  & 8

    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.

    Doug Latare, 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not over-promising and always focusing on delivering a superior client experience.

    Close

  • Oct

    18  & 19

    Leading Edge Digital Banking Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    The Leading Edge Digital Banking Vendors list includes players like Finxact, Nymbus, Mambu, Apiture, Narmi, Temenos, Backbase, Tyfone, and PSCU. All of these vendors are garnering interest from banks and credit unions across the U.S. The webcast will identify strategies that your financial institution can implement to cost-effectively evaluate and differentiate amongst the Leading Edge Digital Banking solutions.

    Doug Latare, CEO of ICI Consulting, will introduce ideas to help you think strategically about this area of your business that is evolving quickly and growing swiftly.

    When financial institutions set out to evaluate Leading Edge Digital Banking Vendors, they often focus on basic functionality to improve customer service. The speaker will identify the newest features and functions of Digital Banking, mobile banking developments and back-office integration points for banks and credit unions. These evaluation strategies can be used to identify the best Digital Banking Vendor solutions at a superior price.

    Webcast Attendees will learn:
    • Who are the key Leading Edge Digital vendors and what advantages do they offer?
    • What are the Pros and Cons of each of these vendors: Finxact, Nymbus, Mambu, Apiture, Narmi, Temenos, Backbase, Tyfone, and PSCU?
    • Why are the Leading Edge Digital players captivating so much interest?
    • What unique features and functions do these Leading Edge Vendors provide?
    • How can financial institutions take advantage of the new functionality?
    • What is the downside risk when considering these new vendors?
    • What leverage does a financial institution have when negotiating a Digital Banking agreement?
    • What roles do Digital Banking contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • How do Digital Banking vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for Digital Banking (Online Banking, Mobile, Bill Pay, Online Account Opening, etc.) and overall Strategy.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Oct

    3  & 4

    Hot 2nd Tier Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    There are a number of 2nd Tier Core Vendors that are red hot in the financial industry. Our webcast will discuss which 2nd Tier Core Platforms are leading the Competitive Replacement charge in the bank and credit union market.

    Our speaker, Doug Latare, CEO of ICI Consulting, will spotlight the latest 2nd 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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Aug

    8  & 9

    Core Conversion: Best Practices & Pitfalls

    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 or member service can suffer, clients often depart, employees quit and a financial institution’s reputation can be damaged for years.

    Our webcast will explore how to successfully convert to a new core provider and avoid a potential conversion meltdown. ICI leadership will talk about strategies and tactics that other banks and credit unions are utilizing to cost effectively implement a new Core Processing solution and ancillary systems. The webcast will assist the audience in implementing best practices, while identifying the pitfalls before they become huge problems. Additionally, we hope to ease, or alleviate, fears and concerns associated with core conversions.

    Tangible benefits for attendees:
    - Identify the best practices other financial institutions are using in successful core conversions.
    - Recognize the common problems that cause implementation time frames to become elongated or even trigger conversion failures.
    - Help ensure your staff members are properly trained and prepared for the core conversion.

    Webcast Attendees will learn:
    • What strategies will guarantee your financial institution can cost-effectively convert to a new core platform?
    • What common problems will cause implementation timeframes to become elongated or even trigger conversion failures?
    • What strategies will help to make sure your staff members are properly trained and prepared for the core conversion?
    • What is needed to develop maintenance and technical support procedures in preparation for conversion?
    • Where do some banks and credit unions fail when converting to a new core provider?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for their organization’s Core Conversion projects and overall strategy.

    Speaker
    Sharon Brown, SVP, Project Manager sharon.brown@ici-consulting.com 800-729-8237

    Sharon Brown has over 30 years experience in the financial services industry. She has been a Banker, Business Analyst, IT Consultant, and Project/Program manager during those 30+ years. Sharon has managed small projects to large programs related to system conversions, upgrades, and new system implementations. In the M & A and system conversion arenas, Sharon also managed all aspects of the program: project kickoff, requirements, data mapping, training, implementation, internal and external communications, testing, and go-live support. Sharon also has extensive experience working with organizations to ensure Compliance, Risk, and Legal requirements and procedures are implemented and updated during major transformational projects.

    Close

  • Jun

    20  & 21

    Credit Union Core Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Hundreds of credit unions are on legacy core systems and considering Core Conversions.

    Choosing the wrong Core solution for your Credit Union can lead to a very long and painful relationship. This webcast will assist the audience in identifying and evaluating the Best Core Processing vendor alternatives for your Credit Union.

    Webcast Attendees will learn:
    • What are the hottest selling Core Processing Vendor solutions on the market today?
    • Who are the Best 2nd Tier Core Vendors and how are they winning business against Fiserv and Jack Henry?
    • What are the top Core Vendor Pros and Cons: Corelation, Fiserv DNA & Portico, Jack Henry Symitar, COCC, CU Answers, and Nymbus?
    • What Pros and Cons do the top Core Vendors present to the CU marketplace?
    • What are the most important evaluation criteria when analyzing Core Processing Vendors?
    • If we convert to another vendor or choose to stay with my current core, how much money can we save?
    • Can we improve my Core Contractual Terms to get better service?
    Audience

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

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

  • Apr

    19  & 20

    Leading Edge Digital Banking Vendors

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    The Leading Edge Digital Banking Vendors list includes players like Finxact, Nymbus, Mambu, Apiture, Narmi, Temenos, Backbase, Tyfone, and PSCU. All of these vendors are garnering interest from banks and credit unions across the U.S. The webcast will identify strategies that your financial institution can implement to cost-effectively evaluate and differentiate amongst the Leading Edge Digital Banking solutions.

    Doug Latare, CEO of ICI Consulting, will introduce ideas to help you think strategically about this area of your business that is evolving quickly and growing swiftly.

    When financial institutions set out to evaluate Leading Edge Digital Banking Vendors, they often focus on basic functionality to improve customer service. The speaker will identify the newest features and functions of Digital Banking, mobile banking developments and back-office integration points for banks and credit unions. These evaluation strategies can be used to identify the best Digital Banking Vendor solutions at a superior price.

    Webcast Attendees will learn:
    • Who are the key Leading Edge Digital vendors and what advantages do they offer?
    • What are the Pros and Cons of each of these vendors: Finxact, Nymbus, Mambu, Apiture, Narmi, Temenos, Backbase, Tyfone, and PSCU?
    • Why are the Leading Edge Digital players captivating so much interest?
    • What unique features and functions do these Leading Edge Vendors provide?
    • How can financial institutions take advantage of the new functionality?
    • What is the downside risk when considering these new vendors?
    • What leverage does a financial institution have when negotiating a Digital Banking agreement?
    • What roles do Digital Banking contract additional terms, Service Level Agreements (SLAs) and financial penalties play in achieving cost savings?
    • How do Digital Banking vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for Digital Banking (Online Banking, Mobile, Bill Pay, Online Account Opening, etc.) and overall Strategy.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

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  • Oct

    25  & 26

    Fiserv and FIS Reorganizations

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    • Area of Interest or Specific Question for ICI
    Description

    Both Fiserv and FIS are heading into a period of restructuring. Fiserv has conducted repeated layoffs and instituted outrageous CPI increases. The resulting impact on customer service and financial performance has been overwhelming. FIS will have a new CEO in January and a major reorganization is already underway.

    How will these Fiserv and FIS changes impact Core customers and what are the broader implications for the overall market? In this webcast, ICI will share our perspective about potential outcomes and what we are already seeing happen to U.S. banks and credit unions.

    Fiserv and FIS own over 55% of the Core Market. Our webcast will help you negotiate your Core Agreement from a position of strength and suggest tactics to secure a favorable core contract.

    Webcast Attendees will learn:

    • How might your Core Service be impacted by these reorganizations?
    • What are the best negotiation strategies when renewing or doing a competitive core evaluation?
    • What are the behind scene service strategies at both Fiserv and FIS?
    • How can Core customers limit service heartburn?

    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for Digital Banking (Online Banking, Mobile, Bill Pay, Online Account Opening, etc.) and overall Strategy.

    Speaker
    Doug Latare, CEO doug.latare@ici-consulting.com 800-729-8237

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what a FI wants from their technology vendors. He has led various sales efforts at core vendors including Finastra, Kirchman, Newtrend and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation for honesty and integrity by not over promising and always focusing on delivering a superior client experience.

    Close

  • Aug

    31  & 8

    CSI Acquisition: How Could This Move Affect Your Core Strategy?

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    • Area of Interest or Specific Question for ICI
    Description

    Centerbridge and Bridgeport announced their intention to acquire CSI on August 22, 2022. With the acquisition of the 4th largest core processing player (CSI), the Centerbridge and Bridgeport executives will apply their core processing management experience to grow and enhance CSI.

    ICI will address the potential impact of this acquisition on the financial institutions that are currently using or considering using CSI Core solutions. The speaker will also introduce ideas to help you think strategically about your core processing strategy, usually one of the largest expenses within a bank or credit union.

    Webcast Attendees will learn:

    Webcast Discussion Areas

    • If you are evaluating CSI Core or Ancillary solutions, should you keep the platforms under consideration or walk away?
    • If you are a CSI customer, should you be concerned or could products and services be enhanced through the acquisition of other fintech companies?
    • How can you leverage this acquisition to strengthen your Core Processing and Ancillary Systems negotiation?
    • What are the usual challenges and opportunities during and after a large acquisition?
    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 founded International Consulting, Inc. (“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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  • Jun

    15  & 16

    ATM Vendors: A Deeper Dive into Hardware, Maintenance & Debit Card Contracts

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    • Area of Interest or Specific Question for ICI
    Description

    NCR and Diebold Nixdorf own a vast percentage of the ATM Hardware and Maintenance Market across many geographies. Please join us as we outline the ATM Hardware and Maintenance Solutions that are winning new business and why others are struggling.

    This webcast will help you negotiate your ATM Agreements from a position of strength and teach you tactics to secure a favorable ATM processing contract.

    Webcast Attendees will learn:
    • Which ATM Hardware and Maintenance Vendors dominate the US market and Why?
    • What are the Pros and Cons of OEM vs 3rd party ATM Hardware and Maintenance Vendors?
    • Who are the best Debit Card Processing Vendors to include when performing a competitive evaluation?
    • What 3rd party ATM Maintenance Vendors are giving NCR and Diebold heartburn?
    • How are ATM Hardware and Maintenance Vendors maximizing profits and how can you defeat their tactics?
    • How do the ATM vendors sell to your FI?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for ATM Vendor selection and negotiations.

    With 33 years in the financial services industry, Chris has experience in providing technology solutions for financial institutions of all sizes around the world. He has held several senior leadership positions at both financial institutions and key strategic providers throughout his career. In his new role as ATM Division President at ICI, he will help financial institutions make critical technology decisions to optimize their fintech spend while driving digital transformation and engaging consumers at every touchpoint.

    Close

  • May

    24  & 25

    ATM Negotiation Strategies: Hardware, Maintenance & Debit Card Contracts

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    ATM Hardware and Maintenance contracts can have many variations and enormous cost markups. Thankfully, there is a large number of ATM maintenance options available, both inside and outside the traditional OEMs, that provide equal, if not better, service with reduced costs and increased reach. There are also options to reduce your costs with advances in technology, software and renegotiating your existing contracts that can save your institution large budget dollars.

    The upcoming Windows11 upgrade across your ATM Network also presents a fantastic opportunity to reduce your ATM expenses.

    Webcast Attendees will learn:
    • What are the best negotiation strategies when renewing or performing a competitive ATM evaluation?
    • Which ATM areas have the highest markup?
    • What 3rd party ATM Maintenance Vendors are giving NCR and Diebold Nixdorft heartburn?
    • How large an impact will the Window 11 upgrade have on the ATM Market?
    • How can you leverage the Windows 11 upgrade to strengthen your ATM negotiation?
    • How are ATM Vendors maximizing profits and how can you defeat their sales tactics?
    • How do NCR and Diebold Nixdorf dominate the ATM market?
    • How do NCR and Diebold Nixdorf sell to your FI?
    • What are the usual challenges and opportunities during a large ATM Network Maintenance Contract?
    • How can ICI Consulting enhance your ATM network ecosystem?
    • If you are evaluating ATM solutions, should you keep some ATM platforms under consideration and/or walk away from others?
    Audience

    This session is appropriate for Bank and Credit Union Executives who are responsible for ATM Vendor selection and negotiations.

    With 33 years in the financial services industry, Chris has experience in providing technology solutions for financial institutions of all sizes around the world. He has held several senior leadership positions at both financial institutions and key strategic providers throughout his career. In his new role as ATM Division President at ICI, he will help financial institutions make critical technology decisions to optimize their fintech spend while driving digital transformation and engaging consumers at every touchpoint.

    Close

  • Feb

    16  & 17

    Finxact & Fiserv: How Could This Acquisition Affect Your FI?

    Request Recording

    Request Recording

    • Area of Interest or Specific Question for ICI
    Description

    Fiserv signed the agreement to acquire Finxact on February 7, 2022. With the Finxact acquisition, Fiserv hopes to expand its core processing, digital and payments solutions. ICI will address the potential impact of the Finxact acquisition on banks and credit unions that are currently evaluating Core Processing, Digital Banking or other Fintech Ancillary solutions. The speaker will also introduce ideas to help you think strategically about core and ancillary systems, usually some of the largest expenses within a bank or credit union.

    Webcast Attendees will learn:

    Webcast will answer the following questions:

    • How will the Fiserv acquisition of Finxact affect the Core Processing Market?
    • Will the Finxact acquisition and its associated integration solutions enhance other Fiserv products and services?
    • If you are evaluating Fiserv or Finxact solutions, should you keep the platforms under consideration or walk away?
    • How can you leverage the Finxact acquisition to strengthen your Core, Digital Banking, Payment Processing and Ancillary Systems negotiation?
    • What are the usual challenges and opportunities during a large merger?
    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.

    With over 30 years of experience in FinTech, Doug is uniquely positioned to understand what Financial Institutions want from their technology vendors. He has led various sales efforts at core vendors including: Finastra, Kirchman, Newtrend, and Phoenix International. In those roles, he worked with hundreds of banks and credit unions partnering to create winning relationships with their core providers. Doug has earned a reputation of honesty and integrity by not overpromising and always focusing on delivering a superior client experience.

    Close

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