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Evaluate New Core Providers With Successful Vendor Management

Independent Banker

DECEMBER 1, 2021

Make sure your team meets the team working behind-the-scenes, from the leadership team to the support managers. Early last year, Gilmer National Bank put us through their due diligence process when they were searching for a core option. Download our ebook to learn more about vendor management. That’s just who we are. .

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Offering advisory services: Piecemeal or holistic approach?

Abrigo

JULY 17, 2017

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

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