Banking & Credit Unions

Competition. Transformation. Technology. Banks and credit unions face challenging market forces—together, we become a force for change.

For banks and credit unions, a centuries-old industry now faces disruption—from within the sector and beyond the industry. Customer demand for personalized, digital experiences have made it imperative for banks to modernize operations to compete. All the while, nontraditional competitors nip away at core services once dominated by banks. The new digital era of banking demands data-enabled foundations, grounded in technology and new ways of working. As regulations keep your bank on its toes.

Disruption can be difficult to manage. We’re here to help.

What We Do: Banking & Credit Union Consulting

Create a better commercial banking experience

We integrate technology to enhance operational performance across the lending lifecycle and elevate client experiences, especially within treasury management. And we help your teams use these efficiency gains to improve cycle times, optimize revenue, and develop deeper client relationships.

Become a digitally enabled bank and lower your efficiency ratio—significantly

We partner with banks to build the digital foundations expected by the industry today. That means leveraging automation, taking new approaches to data, driving workforce productivity, and ensuring your organization can harness the full potential of digital.

Integrate regulatory compliance and risk programs into the core business of your bank

We work across regulatory bodies to create programs that mitigate risk, and drive productivity. We wed our front and back office experience with deep expertise on regulations and compliance challenges like Libor, BSA/AML, transaction monitoring, and credit risk rating.

Leverage M&A to scale

Our multidisciplinary teams of banking experts, M&A practitioners, and technologists lead transactions across the deal lifecycle. So whether you need to build your target operating model, meet regulatory approval, execute a merger integration, or change the way your combined organization works, we can help you realize synergies fast.

Implement the industry-leading nCino bank operating system with the platform’s most trusted consulting partner

As nCino’s longest running and most experienced partner, our implementations allow for faster deployment through our proprietary accelerators. We work with you to ensure compatibility across your organizations, technology, people, process, and culture. And our comprehensive approach to change management can help you measure the impact and ROI.

Meet the demands of this transformative time in payments

We help payments providers engage their customers through differentiated, personalized experiences delivered by data-driven and efficient operations. From the inception of a payments strategy to creating competitive partnerships to deploying digital platforms, we work with banks to deliver programs that keep pace with innovation.


As one of the first nCino strategic partners, we bring a unique approach to our work with our banking clients. We don’t believe technology is the silver bullet. We partner with clients to maximize their investment by thinking through org structure, change management, and the supporting processes to realize the lasting power of nCino’s technology.

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