Marcato Advisors

User Adoption Program – Reboot

Strategic Planning

What needs is your bank filling? Who are you targeting? What makes your bank better than the others? If this difficult to answer, consider clarifying your strategy. Does your strategic…

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Loan Origination System Selection

You decided to transform your lending operations – now what? When you partner with an informed, professional and independent third party, you improve your likelihood of selecting the technology that…

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Implementation Services

Now that you’ve selected your vendor, who is going to manage this project? Many banks buying new technologies lack the staffing or expertise to run with the implementation. Engaging experienced…

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User Adoption Program – New Implementation

As you plan your project, consider how you will help move your people from the old to the new – what many call change management or user adoption. Done well,…

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User Adoption Program – Reboot

Have you gotten off track? New system not quite delivering the benefits? Consider a quick reboot. A year after implementing new systems, some banks find they are not getting the…

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Vendor Management Program

You probably have hundreds of vendors. How well are managing them? Banks continue to rely on third party vendors to gain efficiencies, lower costs, and become more competitive. You are…

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Process Optimization

A poorly defined process is seen and felt by customers, staff and examiners. Do your processes need streamlining? It ends up costing more in re-work, ill will and mistakes. We…

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Disaster Recovery and Business Continuity Preparation

Hurricanes. Wild fires. Outages at your data center. Bad things happen – how prepared are you? Having a fully vetted DR and BCP plan, and having tested that plan is…

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