Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Between 8-10% of banks and credit unions annually review whether their core system is robust enough to help them support their customer base and grow their business. A Core Systems Selection, as covered in this session, is the process that the organization goes through to determine if it is time to migrate to a new core platform.


For Financial Institutions (FI’s) that do not have the internal resources to do this themselves, there are a handful of consulting organizations that can outsource the systems selection process. Some FI’s just want to complete their own systems selection, either because they can’t afford an outside consultant, or they just want better control of the process internally.

This session will give financial institutions a peek inside how one systems selection consultant organizes the selection process, from the initial gap analysis through RFP, vendor scoring, and ultimately negotiating a contract.

Whether your FI’s is in the process of changing out your core vendor, or any of your other major IT providers, this session should provide insight into how to organize your process should you opt to “do-it-yourself”.

What You Will Learn
Form a Selection Committee
Set Target Dates
Gap Analysis on the Current Products
Rank your Team’s Selection Criteria
Decide on Top Vendors that will receive RFP and be invited to Demo
Develop Request for Proposal
Vendor Demos
Financial Modeling of all Proposals
Negotiation Tactics
Choose Your Vendor
 

Who Should Attend?
COO’s, CIO's, CFO’s, Executives engaged in vendor RFP process.

Instructions

Live Plus Five - $265
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $295
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $345

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $365
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $395
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Webinar (06/15/21 10:00 - 11:30 a.m.)


Online Registration

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

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