Consulting Services:
Line of Business

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The philosophy by which Metavante Image Solutions Consulting Services approaches Line of Business (LOB) consulting is to learn your business intimately, develop workable solutions, and deliver the best possible value and service. Our breadth of experience in virtually every area of the financial industry allows us to provide branch, business, operations, application and delivery channel consulting.

Our ability to help you reach your LOB goals begins with a clear understanding of your needs - there's no question that we possess a fundamental knowledge of the challenges today's financial industry faces. We are able to quickly and effectively jump into action, uncovering significant savings opportunities along the way. In fact, the experts assembled to form the Consulting Services team bring impressive success stories to the table, including finding $433 million which was identified and cleared due to General Ledger interface conversion problems, and a five million dollar daily outage which was identified due to an interface problem in a loan fund account.

The team's breadth of experience covers virtually every facet of the financial industry. We know LOB and all related software, hardware, operational and business processes, product management, pricing, fee income, financial analysis and organizational functions. In fact, we bring to our clients an unmatched depth of expertise in specific market segments including:

  • Finance and accounting
  • Retail
  • Treasury Management
  • Deposits
  • Information Technology
  • Lending
  • Credit
  • Mortgage
  • Call center
  • Capital markets
  • Insurance
  • Trust

You'll find that Consulting Services' ability to identify, design and implement technology and workflow solutions will meet the very specific needs of each market segment of your institution. Our team approach and methodology, focusing on project management and proven best practices, will reduce costs, enhance revenue, and help position your bank for growth while creating new efficiencies.

Line of Business Consulting

  • Product diversification
  • Process re-design optimization
  • Operational consolidation
  • Float management
  • Strategy/risk assessment
  • Compliance, control and security processes
  • Contingency/business resumption planning
  • Operational auditing/capacity planning
  • Research and adjustment cases
  • Charge-off recovery services
  • Vendor selection
  • Product/RFP analysis

Metavante Image Solutions Consulting Services assists banks by providing management consulting and business practice improvement. We have identified several areas of expertise, including Project Management, through which we help banks and other financial institutions become more profitable by reducing expenses, increasing revenue, streamlining processes, and by helping them increase competitive differentiation and customer satisfaction.

The Power of Forward Thinking