by Brandy Nielson | Aug 18, 2025 | Peak Wins
One Big Beautiful Bill Act (OBBBA) PREPARE FOR IRS LOAN REPORTING CHANGES: As of July 4, 2025, the IRS will permit taxpayers to deduct up to $10,000 per year in interest from personal-use auto loans. This is effective for new vehicles purchased after December 31,...
by Brandy Nielson | Jun 13, 2025 | Peak Wins
Peak Consulting recently assisted a small, community bank with onboarding 50 clients into Fiserv’s online banking management system, Access Manager. Using Nintex Robotic Process Automation (RPA), Peak was able to build and deploy automation that streamlined the...
by Brandy Nielson | Jul 29, 2024 | Peak Wins
Transform your bank conversions with Peak Consulting’s cutting-edge Robotic Process Automation (RPA). Our RPA solution is designed to streamline the conversion process, offering a host of benefits that make your transition smoother and more efficient. Key...
by Brandy Nielson | Dec 7, 2023 | Peak Wins
Peak recently worked with a bank to perform a comprehensive Premier System Assessment (PSA). The focus of this engagement was to assess and bring awareness to the current state of their core utilization. This includes a review of Loan Operations, Deposit Operations,...
by Brandy Nielson | Aug 30, 2023 | Peak Wins
Recently Peak worked with an institution looking to standardize and maximize their use of the Integrated Teller application. Throughout the Optimization we discussed how to most effectively use Integrated Teller and reviewed current specifications and practices. Along...
by Brandy Nielson | Aug 4, 2023 | Peak Wins
Customer data and account set up is one of the most critical and important things in the banking industry. Collecting appropriate data and documenting relationships appropriately is what drives customer service and ongoing cross-sell efforts. Many banks today find...
