Optimization of IT Investments

If another technology investment makes you cringe, perhaps an independent assessment is in order.

For the last few decades, the banking industry has been dependent on technology to provide services to customers. Large call centers were offset by online retrieval of statements, accounts and check images, and now by mobile banking through smart phones.

Bankers continue to use technology to mine their information systems based on Key Performance Indicators (KPIs) to analyze customers, product and branch profitability, and regulatory compliance. These are multi-million dollar investments for each bank. Senior officers and directors must consider the Return On Investment regarding technology.

Kaufman, Rossin & Co. has a proven track record of assisting bankers with independent and objective assessments of technology investments.

Our services include:

  • Strategic Systems Assessments
  • ROI Assessments from Tech Investments including:
    • Teller and Platform
    • Core Banking
    • Loan Origination and Processing
    • BSA, AML and Regulatory Monitoring