by Brandy Nielson | Jul 28, 2021 | Peak Wins
An Iowa bank reached out to Peak Consulting for assistance with a Name and Address Merge project. The focus of the engagement was to conduct a complete Name and Address Analysis to determine a strategy to merge Names and Addresses. The Name and Address Merge...
by Brandy Nielson | Jul 23, 2021 | Peak Wins
Are you frustrated with your Director reports? Peak Consulting can help you generate reports in a cleaner, more useful format that will allow your leadership team the ability to filter and sort through the data. A $1.2 billion-dollar financial institution in Ohio...
by Brandy Nielson | Jul 23, 2021 | Peak Wins
The Automation and Reporting team at Peak Consulting recently worked with a Minnesota bank to develop a script that would automate the search process for missing account numbers. Previously, bank employees would have to manually search for the account numbers on a...
by Brandy Nielson | Jul 15, 2021 | Peak Wins
An Illinois bank recently signed both a Loan and Deposit Core Optimization with Peak Consulting giving them a true wholistic view of both sides of the bank operating system. Consultants from the Peak team traveled on-site to conduct the 4-day engagements, with the...
by Brandy Nielson | Jul 1, 2021 | Peak Wins
A bank in Georgia reached out to the Automation and Reporting team at Peak Consulting for assistance with a Due Diligence Questionnaire Workflow Project. The focus of the engagement will be to create three Due Diligence Questionnaires (Business Customer, Sole...
by Brandy Nielson | Jun 24, 2021 | Peak Wins
A Wisconsin bank recently contacted Peak Consulting for assistance with a number of projects including a Loan Core Optimization with an Opportunities Project Plan. The Loan Core Optimization consisted of a 4-day on-site comprehensive review of the banks Loan...
