CONSULTANT DEDICATED TO SERVING COMMUNITY BANKS AND CREDIT UNIONS

Why your bank or credit union needs FinConcierge

• Harness our expertise on a consulting basis and save on the cost of an FTE
• Experts in banking with over 20 years in banking industry
• Intimate with a wide variety of bank operations, accounting and treasury functions
• Completely independent consulting company with no affiliations to software companies, audit or accounting firms
• In depth knowledge of Federal Reserve Bank services

What sets FinConcierge apart

Banking Consulting:

• Correspondent bank relationship reviews – expert in account analysis
• Cash management processes review and make detailed recommendations for reducing costs
• Implementation and training on cash management platform
• Demonstrate, train, and be the “go to” person for cash management

Accounting Consulting:

• Accounting, investing and reporting of over 150 stock offerings
• Reconciliations – GL and correspondent accounts
• Month-end closings for accounting department
• Monthly Certifications

Other white glove consulting services:

• Contract negotiations with banks’ attorneys, advisors, and representatives
• Advise on how to start an international department and manage vendor relationships
• Expertly cross-train colleagues and clients on correspondent banking and escrow services
• Write various procedures for contingency funding, account analysis and escrow accounts
• Request for Proposals
• Evaluate insurance carriers
• Special Projects