The ICI Webcasts
Join a Complimentary Webcast
Our educational webcasts are designed to help banks and credit unions stay informed about core trends, vendor practices, contract nuances and modernization strategies. Each session offers practical, vendor-neutral guidance you can apply immediately.
Upcoming Webcasts
Core Conversion: Best Practices & Pitfalls
Core conversions are among the most complex and high-stakes technology initiatives a financial institution will undertake. When poorly planned, they can disrupt operations, impact customer and member service, and create... LEARN MORE
Core conversions are among the most complex and high-stakes technology initiatives a financial institution will undertake. When poorly planned, they can disrupt operations, impact customer and member service, and create long-term challenges.
Join ICI's leadership team as they share proven strategies, implementation best practices, and lessons learned from successful core conversions. You'll gain practical guidance to help reduce risk, avoid common pitfalls, and confidently navigate your next conversion.
WHAT 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.
Digital Banking Vendors
Digital banking has become one of the most important touchpoints for today's financial institutions. With rapidly evolving features, mobile capabilities, and integration options, choosing the right platform requires more than... LEARN MORE
Digital banking has become one of the most important touchpoints for today's financial institutions. With rapidly evolving features, mobile capabilities, and integration options, choosing the right platform requires more than comparing functionality.
In this webcast, ICI's leadership team will share practical strategies for evaluating digital banking solutions, identifying emerging capabilities, and selecting the platform that best aligns with your institution's goals—while helping secure the best overall value.
WHAT 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.
SPEAKER
With over 40 years of experience in FinTech, Doug is uniquely positioned to understand what FIs 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 provider. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.
Core Top Providers: Inside the Big 5
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... LEARN MORE
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?
The ICI team 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 position your current core and digital vendor relationships to align with modernization initiatives, AI adoption and long-term business requirements.
WHAT 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 are core vendors maximizing profits, and how can you defeat their tactics?
- How are the Big 5 approaching modernization and AI, and what should your FI be asking about these initiatives?
- 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
Danelle is a financial industry executive with more than 30 years in the community banking and financial services industry. Prior to joining ICI, Danelle spent 25 years at Fiserv in a variety of roles driving strategy and growth within the community core banking segment. In her most recent position as General Manager/Community Banks, Danelle was responsible for 1600 financial institution clients across three different core platforms. She is known for challenging the status quo and prioritizing stewardship, resulting in successful banking relationships. Danelle is an accomplished strategic leader, experienced public speaker and skilled negotiator.
AI 201: Core Vendor Deep Dive
Artificial Intelligence is embedded into the strategies of every major core vendor. The Big 5 (Fiserv, Jack Henry, FIS, CSI and Corelation) are applying AI within their platforms. ICI has... LEARN MORE
Artificial Intelligence is embedded into the strategies of every major core vendor. The Big 5 (Fiserv, Jack Henry, FIS, CSI and Corelation) are applying AI within their platforms. ICI has dozens of clients signing Core Modernization and AI contracts. Some banks and credit unions want to implement these solutions in the near term; others want to position their financial institution for future technology implementations with “out clauses” should they decide to implement other solutions.
The webcast will offer an insider perspective on how each vendor is approaching AI and Core Modernization. ICI will elaborate on the opportunities and limitations that exist and what financial institutions should be asking before signing vendor contracts. Beyond the promises of efficiency and insight, we will explore adoption risks, embedded biases and the practical realities of AI in core banking.
WHAT ATTENDEES WILL LEARN
- How are the Big 5 core vendors actually applying AI today and what is real vs. vaporware?
- Which vendors offering Core Modernization and AI are signing up banks and credit unions and which solutions are still on the drawing board?
- How do vendor AI strategies impact contract negotiations, pricing and long-term alignment?
- Where are the most significant opportunities for efficiency, cost savings, fraud detection, and improved customer /member experiences with AI?
- What questions should financial institutions be asking vendors about their AI roadmaps and integration plans?
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
Danelle is a financial industry executive with more than 30 years in the community banking and financial services industry. Prior to joining ICI, Danelle spent 25 years at Fiserv in a variety of roles driving strategy and growth within the community core banking segment. In her most recent position as General Manager/Community Banks, Danelle was responsible for 1600 financial institution clients across three different core platforms. She is known for challenging the status quo and prioritizing stewardship, resulting in successful banking relationships. Danelle is an accomplished strategic leader, experienced public speaker and skilled negotiator.
Core Vendors: 2nd Tier Players Making Noise
Second-tier core providers continue to gain momentum as banks and credit unions look beyond the industry's largest vendors. Many of these platforms offer modern technology, robust functionality, personalized service, and... LEARN MORE
Second-tier core providers continue to gain momentum as banks and credit unions look beyond the industry's largest vendors. Many of these platforms offer modern technology, robust functionality, personalized service, and compelling value—making them strong contenders for institutions evaluating a core replacement.
Join our team as they examine today's leading second-tier core providers, discuss the market trends driving their growth, and share practical strategies for evaluating these platforms. You'll also learn how to position your institution for a more competitive selection process and negotiate a stronger core processing agreement.
WHAT ATTENDEES WILL LEARN
- Who these 2nd Tier Core Vendors are and how they are winning business against the Big 5
- What Pros and Cons the 2nd Tier Vendors present to the FI marketplace
- Should you keep the 2nd Tier platforms under consideration or walk away
- Why new core vendors have trouble surviving
- What Core Negotiation Leverage you have with the 2nd Tier Vendors
- Common traps when evaluating 2nd Tier Core Vendors
- How you can win at the 2nd Tiercore 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
Tim Cobb is an experienced professional with over 30 years in the financial services software industry, including Jack Henry & Associates, Finastra and Fiserv. His extensive background brings together a blend of both credit union and banking experience as well as core vendor knowledge. Tim built many strong relationships with credit unions, helping them apply fintech solutions to meet their business objectives, innovate, grow and compete successfully.
Unlock Core Savings
Core Processing remains the largest technology expenditure for most banks and credit unions, but it also offers one of the greatest opportunities for transformation and cost savings. Join us for... LEARN MORE
Core Processing remains the largest technology expenditure for most banks and credit unions, but it also offers one of the greatest opportunities for transformation and cost savings.
Join us for an exclusive webinar as the ICI leadership team will share insights to help you take a strategic, modernization-driven approach to one of your institution’s most significant technology investments.
WHAT ATTENDEES WILL LEARN
- What leverage does a financial institution have when negotiating a core processing agreement?
- Are your vendor’s charges competitive or are you overpaying?
- How do contract terms, Service Level Agreements (SLAs), and financial penalties influence your ability to reduce costs?
- How do core vendors typically price their solutions—by asset size, transaction volume, or your ability to negotiate?
- What role do ancillary systems play in the overall financial analysis and total cost of ownership?
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
With over 40 years of experience in FinTech, Doug is uniquely positioned to understand what FIs 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 provider. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.
Core Negotiation Nuances
Major shifts in the Core Processing landscape are changing how financial institutions position themselves for future success. This webcast will explore how banks and credit unions can achieve stronger alignment... LEARN MORE
Major shifts in the Core Processing landscape are changing how financial institutions position themselves for future success.
This webcast will explore how banks and credit unions can achieve stronger alignment with the right core vendor to support long-term growth, innovation, and operational agility.
You will discover how aligning with the right platform can elevate your institution’s capabilities, while also uncovering opportunities for meaningful cost savings and back-office efficiency in today’s economic environment.
WHAT 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
With over 40 years of experience in FinTech, Doug is uniquely positioned to understand what FIs 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 provider. Doug has earned a reputation for honesty and integrity by not overpromising and always focusing on delivering a superior client experience.
Past Webcasts
Unlock Core Savings
Core Processing remains the largest technology expenditure for most banks and credit unions, but it also offers one of the greatest opportunities for transformation and cost savings. Join us for... LEARN MORE
Core Processing remains the largest technology expenditure for most banks and credit unions, but it also offers one of the greatest opportunities for transformation and cost savings.
Join us for an exclusive webinar as the ICI leadership team will share insights to help you take a strategic, modernization-driven approach to one of your institution’s most significant technology investments.
WHAT ATTENDEES WILL LEARN
- What leverage does a financial institution have when negotiating a core processing agreement?
- Are your vendor’s charges competitive or are you overpaying?
- How do contract terms, Service Level Agreements (SLAs), and financial penalties influence your ability to reduce costs?
- How do core vendors typically price their solutions—by asset size, transaction volume, or your ability to negotiate?
- What role do ancillary systems play in the overall financial analysis and total cost of ownership?
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.
Fiserv CEO Transition
Fiserv's recent leadership announcement marks the second CEO transition in just over a year, a notable development for one of the industry's largest technology and payments providers. While leadership changes... LEARN MORE
Fiserv's recent leadership announcement marks the second CEO transition in just over a year, a notable development for one of the industry's largest technology and payments providers. While leadership changes are a natural part of business, they also raise important questions about long-term strategy, product investment, technology roadmaps, and service continuity for the financial institutions that rely on these platforms.
Join the ICI leadership team for an exclusive client discussion on what Fiserv's leadership transition could mean for banks and credit unions currently using or evaluating Fiserv solutions. We will share ICI's perspective on the potential impact to core and ancillary technology strategies, discuss key considerations for long-term vendor relationships, and highlight opportunities to strengthen your institution's technology strategy and future negotiations during a period of industry change.
WHAT ATTENDEES WILL LEARN
- What does this leadership change mean for Fiserv’s product roadmap and investment strategy?
- Should current Fiserv clients be concerned about service continuity or product direction?
- How could this transition impact core contract negotiations and renewals?
- What questions should institutions be asking their Fiserv representatives now?
- How can institutions leverage current market conditions to strengthen their position?
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.
AI 101 for Banks & CUs
Artificial Intelligence is rapidly reshaping the financial services landscape and core banking is at the center of this transformation. From automating routine tasks to unlocking new insights, AI is no... LEARN MORE
Artificial Intelligence is rapidly reshaping the financial services landscape and core banking is at the center of this transformation. From automating routine tasks to unlocking new insights, AI is no longer a future concept but a reality. Join us as we explore what this means for banks and credit unions today.
The webcast will focus on the critical role AI plays in modernizing and optimizing financial technology. It will highlight why understanding and adopting AI-driven solutions is essential for institutions to remain competitive.
WHAT ATTENDEES WILL LEARN
- How will AI benefit your bank or credit union?
- How will AI and Core Modernization influence vendor selection and contract negotiations during the next few years?
- What are the latest AI and Core Modernization trends?
- How are the Big 5 Core Vendors rolling out AI and Core Modernization Platforms?
- In what ways can AI improve the customer / member experience for banks and CUs?
- What common pitfalls should financial institutions avoid when adopting AI?
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.
Core Negotiation Nuances
Major shifts in the Core Processing landscape are changing how financial institutions position themselves for future success. This webcast will explore how banks and credit unions can achieve stronger alignment... LEARN MORE
Major shifts in the Core Processing landscape are changing how financial institutions position themselves for future success.
This webcast will explore how banks and credit unions can achieve stronger alignment with the right core vendor to support long-term growth, innovation, and operational agility.
You will discover how aligning with the right platform can elevate your institution’s capabilities, while also uncovering opportunities for meaningful cost savings and back-office efficiency in today’s economic environment.
WHAT 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.
Core Vendors: 2nd Tier Players Making Noise
Second-tier core providers continue to gain momentum as banks and credit unions look beyond the industry's largest vendors. Many of these platforms offer modern technology, robust functionality, personalized service, and... LEARN MORE
Second-tier core providers continue to gain momentum as banks and credit unions look beyond the industry's largest vendors. Many of these platforms offer modern technology, robust functionality, personalized service, and compelling value—making them strong contenders for institutions evaluating a core replacement.
Join our team as they examine today's leading second-tier core providers, discuss the market trends driving their growth, and share practical strategies for evaluating these platforms. You'll also learn how to position your institution for a more competitive selection process and negotiate a stronger core processing agreement.
WHAT ATTENDEES WILL LEARN
- Who these 2nd Tier Core Vendors are and how they are winning business against the Big 5
- What Pros and Cons the 2nd Tier Vendors present to the FI marketplace
- Should you keep the 2nd Tier platforms under consideration or walk away
- Why new core vendors have trouble surviving
- What Core Negotiation Leverage you have with the 2nd Tier Vendors
- Common traps when evaluating 2nd Tier Core Vendors
- How you can win at the 2nd Tiercore 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.
Core Top Providers: Inside the Big 5
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... LEARN MORE
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?
The ICI team 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 position your current core and digital vendor relationships to align with modernization initiatives, AI adoption and long-term business requirements.
WHAT 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 are core vendors maximizing profits, and how can you defeat their tactics?
- How are the Big 5 approaching modernization and AI, and what should your FI be asking about these initiatives?
- 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.
Core Conversion: Best Practices & Pitfalls
Core conversions are among the most complex and high-stakes technology initiatives a financial institution will undertake. When poorly planned, they can disrupt operations, impact customer and member service, and create... LEARN MORE
Core conversions are among the most complex and high-stakes technology initiatives a financial institution will undertake. When poorly planned, they can disrupt operations, impact customer and member service, and create long-term challenges.
Join ICI's leadership team as they share proven strategies, implementation best practices, and lessons learned from successful core conversions. You'll gain practical guidance to help reduce risk, avoid common pitfalls, and confidently navigate your next conversion.
WHAT 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.