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Weekly Blog from Peak Consulting

Each week, we at Peak Consulting try our best to put out a featured post for our clients and customers about relevant issues in their fields.

If you would like to comment on a post or suggest a topic in upcoming weeks, please contact us!

Reasons we are thankful at Peak

Reasons we are thankful at Peak Thanksgiving brings the time of year when we think about the many things we have in our lives to be thankful for.  Peak Consulting is so thankful for our clients who have put their trust in us.  We would not be able to do what we love...

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New Retirement Reporting Customized Training

Peak Consulting is now offering a remote Retirement Reporting Training package customized to your Financial Institution. Would you like to have a better understanding of your Retirement Reporting Process?  Is your RMD processing taking more time than it should?  Are...

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Military Lending Act (MLA) Regulation Updates

MLA is the Military Lending Act that is enforced by the Department of Defense (DOD). The Final Rule amends the previous version of the MLA enforced around 2007. The new MLA updates went into effect on October 3, 2016. Below are some key facts to consider: No more than...

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Consultants and Bankers outside the office

At a couple of recent conferences, Peak consultants were able to find some time for fun with some of the bankers that attended. At the UnitiEast conference in New Jersey, we were able to tour Princeton University and eat with a group at PJ's Pancake House where they...

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PMI Processing Part 2

PMI Processing Part 2 PMI Processing on Fiserv Premier® – Part 2 of 2 (by Brent Reynolds) In this part 2 of 2 learning sessions, we will be discussing PMI processing on Fiserv Premier®. Most of the processes can be automated but there are a few things to consider in...

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e-Statement Adoption

How is your Financial Institution doing on customer e-Statement adoption? The percentages of e-Statements to paper statements have varied from 20% to over 50% with Peak’s current clients.  According to a recent Forrester Research study half of all consumers who...

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Are Christmas Club accounts making a comeback?

Are Christmas Club accounts making a comeback? A Christmas Club account is a special savings account with no or a low minimum balance that is used specifically to save for Christmas shopping.  With this type of account, weekly or bi-weekly deposits are typically set...

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Director Report Color Changes

How do you change the color from the standard "Green Bar" when pulling up a report in Director®?  Follow the steps below to change the color of Director® Reports. In Director®, go to User > Workstation options > Colors Select Option (i.e. Text Green Bar) and click...

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Private Mortgage Insurance (PMI)

In Part 1 of 2 in this learning session we will be discussing PMI processing on Fiserv Premier®. Most of the processes can be automated but there are a few things to consider: LTV Calculations vary LTV Calculations can be based off Current Balance, Original...

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Products We Love for Traveling

Products we love for traveling. At Peak, we do consulting for Banks and Credit Unions across the country.  Traveling to work on-site with our clients is a big part of our job, so we try to find products that make traveling easier.   A few of the products that we love...

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Peak Consulting LLC travels

Road Notes from Peak Consulting

Peak Consulting travels around the country, as well as in their local state of Nebraska, to help banks and credit unions maximize their core operating platforms. Learn more about our experiences, learnings, and trainings.

Follow us on our journeys as we help financial institutions around the nation.

Lake Winnipesaukee

  Story: We recently had the opportunity to work with a client in the Lakes Region in New Hampshire.  Also located in the Lakes Region is Lake Winnipesaukee, the largest lake in the...

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Charleston, South Carolina

Story: I recently had the opportunity to work with a client in beautiful Charleston, South Carolina. I have had the opportunity to visit this city multiple times on business and it never gets old. Charleston is packed with scenic views of the ocean, many historic...

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In the Press

In the Press

Peak Consulting LLC

 

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Newsletter

If you would like to comment on a post or suggest a topic in upcoming weeks, please contact us!

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