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 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

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

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.