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

  • Jul

    12  & 14

    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

  • Jul

    20  & 21

    Digital Banking Vendors

    Register Today
    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, EVP and Chief Operating Officer 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

  • Aug

    9  & 11

    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 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

    13  & 15

    The Big 3 Core Vendors

    Register Today
    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

  • Oct

    4  & 6

    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

Past Free Core Webcasts

  • Jun

    15  & 16

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

    Request Recording

    Request Recording

    • 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

  • Jun

    14  & 15

    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

  • Jun

    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 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

  • 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

  • May

    10  & 11

    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

    19  & 20

    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, EVP and Chief Operating Officer 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

  • Apr

    5  & 6

    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

  • Mar

    15  & 16

    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.

    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

  • 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

  • Aug

    4  & 6

    Slashing Core Costs in Response to COVID-19

    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. Despite the Coronavirus environment, there are strategies to drastically reduce fees: Core, Digital Banking, EFT (Debit Card / ATM Processing), item processing, etc. ICI’s Core Pricing Analysis Model can specifically identify how much your FI can save at the negotiation table.

    Greg Schratwieser, Founder and CEO of ICI Consulting, will identify tactics regarding one of the most significant investment areas within your business. When FIs set out to evaluate core processing solutions, they often focus on new products and functionality to improve client service and cost savings to enhance profitability. 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 your FI have when negotiating a core processing agreement?
    • Current Core invoices: how much $$ can you save?
    • Our core processing perspective in the current COVID-19 environment
    • Where should FIs look first for cost savings in Core and Ancillary Systems?
    • Are your vendor service charges reasonable or excessive?
    • What are the “Tricks of the Core Processing Sales Trade”
    • How do core vendors price their solutions: asset size, number of transactions or how well you negotiate the contract?
    • How and where ancillary systems enter the financial analysis
    • 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

  • Mar

    5  & 7

    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:
    • What are the key Contractual Terms, SLAs and RFP questions when negotiating with Core Processing vendors?
    • What Additional Terms and financial Penalties must be part of the final vendor contract?
    • 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.

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