Learn How to Choose the Right CORE Advisor for Your Community Bank
As AI and digital banking continue to reshape the industry, your next CORE contract will influence your bank’s flexibility, technology roadmap, and long-term costs for years to come.
Choosing the right advisory partner can make the difference between gaining leverage and accepting unnecessary risk.
| ✅The right advisory firm helps maximize your leverage to secure better terms, greater flexibility, and lower long‑term risk. | ❌ The wrong advisory firm can lock in bad pricing, limit future options, raise vendor risk, and weaken board confidence. |
Our webinar offers executives an actionable, start-to-finish framework for evaluating and selecting a CORE advisory firm that will help you secure a stronger, more resilient contract.
- 60-minute virtual executive session
- Designed exclusively for community banks
- Free to attend—limited seats
What You’ll Learn
- How industry shifts like AI rollout are impacting CORE decisions
- 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 to avoid when selecting an advisor
- The questions every executive team should ask before selecting a CORE advisory partner
- 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
About Vitex
For more than two decades, Vitex has helped community banks evaluate CORE providers, negotiate contracts, and manage complex technology decisions. Our team brings more than 150 years of combined industry experience and has guided hundreds of successful engagements.
Featured Speaker
Nick Perfido: Executive Vice President, Vitex
Nick has more than 35 years of experience helping community banks evaluate technology providers and advisory firms. Having worked alongside organizations ranging from large national consulting firms to boutique advisors, he understands what separates true strategic partners from firms that simply facilitate vendor transactions