"In one's back pocket"
in (one's) back pocket
"In a few short months, he revamped and corrected areas the regulators had been concerned about. He developed strategic plans focused on enterprise governance, oversight, enhanced security, implemented a mobile initiative, and upgraded bank-wide technology systems. Managing all vendor contract negotiations, he saved the bank substantial money with his knowledge and expertise. Larry Briggs -Chairman of the Board FNBV
"I had the opportunity to work with him during a very challenging time in a troubled financial institution.
His operational skills, technical expertise, and Project Management skills were critical in navigating the intense regulatory burdens of a troubled bank."
Mark Poole -
Regional President BancFirst
Let's get the basics out of the way, shall we?
1. Why on earth should I hire a consultant?
I agree! During my experience, I found too many were "consulting" under the guise of job hunting. With rising demands from new tech, vendor reliance, and implementation backlog, most FI's just need a little help, not an FTE disguised as a consultant.
2. Ok, that's fair, then why use you?
Experience. From help desk tech, forensic expert, a top-level leader for one of the nation's best banks handling double-digit acquisitions, overseeing multiple areas, to CIO, and ultimately interim-CEO. The goal now? Promote the success of others and mitigate their risks.
3. Why specialize in community FI's?
Community FI's are under fire. Unending regulatory overhead, price increases, margin compression, rising tech costs, additional risk, frequent audits, talent scarcity...all while they are expected to grow.
4. How do I know you're a good culture fit?
A concern, right? I can certainly share my style: accountability and transparency. Open conversations, nothing off the table, focused on documented, meaningful deliverables.
5. Will this cost me an arm and a leg?
A single inflated contract is not worth the ruin of a future relationship. We will agree on value, a defined beginning, and an end with specific terms of success.
Intrigued? I would love to hear more about a problem you need to solve.
- Rus Weatherby, Founder
From vendor onboarding, due-diligence review, process auditing to board reporting. Whether complete program creation or streamlining your current vendor management puzzle, we can help you implement a sound process.
In-House to Outsource
We go way past the pros and cons with a detailed, value-based deliverable. We combine this with interface impact assessments, data stream analysis, and conversion project plans with built-in day-one, go-live strategies, making a complex process more manageable.
Have a new contract or renewal on the table? We have a definitive process for negotiations. Leverage another set of industry-insider eyes against your vendor analysis, contract review, or RFP comparisons.
Project Management & Implementations
Are you sitting on a software purchase with no hope of a smooth implementation on the horizon? We can serve as a vendor spearhead or a project lead to knock out that backlog and return the "ROI" you were initially looking for.
“The difficulty lies, not in the new ideas, but in escaping from the old ones.”
- John Maynard Keynes