Marcato Advisors

Services

Technology for Community Banks

Are you Getting Your Money's Worth from Your Tech?

Your bank spends money and time on technology to help you run your bank. If your bank is like most, you aren’t getting 100% of the value the technology offers. Why not? 

  • You are resource-strapped, and it takes time to understand, deploy, configure, and use the technology
  • Your team isn’t bought in – they don’t like to change, they don’t know why they have to change
  • The technology isn’t tuned to your business – so your users aren’t benefiting from the technology
  • People weren’t trained, or they weren’t trained well
We can help get you back on track. Depending on your situation, the following services may be just what you need.

Sageworks Optimization

Get more from this powerful platform through better configuration and reports.

System Selection

Improve the likelihood of getting the technology you need to drive your bank's strategy.

User Adoption

Increase user adoption to achieve the biggest bang for your tech spend.

Strategic Planning

What makes your bank better than the others? If this difficult to answer, consider clarifying your strategy.

Sageworks Reporting

The best run banks use powerful reports to drive their strategy forward. Have you discovered its power yet?

Implementation

You’ve selected your vendor, who is going to manage this project? Many banks lack the staffing or expertise to run with the implementation. 

Vendor Management

Your bank relies on 3rd parties - a robust vendor management program can provide you the controls needed to make these relationships work harder.

Process Optimization

Banks that optimize processes see improved customer experience, lower costs, higher morale, which translates into to a more competitive and profitable bank.

DR & BCP

Having a fully vetted Disaster Recovery and Business Continuity Plan, is your best insurance for being prepared in the event something happens. Are you prepared?