Many community banks underestimate how much leverage they actually have when negotiating CORE banking technology agreements.

The key is selecting the right advisory firm to guide CORE evaluation, vendor selection, and contract negotiation. Hiring the wrong firm can cost your bank far more than unfavorable pricing, limiting future flexibility, increasing vendor risk, and weakening board confidence in technology decisions.

This Executive Briefing is designed to give community bank executives an actionable, start-to-finish framework for evaluating and selecting a CORE advisory firm with confidence.

Live Executive Briefing | May 20

In this 60-minute session, we’ll cover:

• The most common mistakes banks make when hiring a CORE advisory firm
 • Key questions every executive team should ask before committing
 • How to evaluate advisory firms beyond the sales pitch
 • Strategic considerations that impact long-term success

• Why to work with a firm that negotiates for total value over contract price 
• Essential criteria to consider when evaluating an advisory firm 
• Top mistakes community banks make when selecting a firm and how to avoid them
• What an effective evaluation & negotiation process looks like
• Questions your team can ask when interviewing a CORE advisory firm
• Pricing expectations when hiring a firm, and what you’ll earn back in contract savings
• How to navigate risk mitigation, fiduciary responsibility, and win over the board with your hiring recommendation 

This Executive Briefing answers a question many bank leaders ask: How do you know if a CORE advisory firm is truly working in your bank’s best interest?

Whether you’re approaching renewal, considering renegotiation with a vendor, or strengthening your CORE strategy, this session delivers clear, practical guidance.