REFERRAL QUALIFICATION & SUBMISSION GUIDE

At Paladin fs we are redefining the status quo in Core and IT banking contracts, helping community banks and credit unions stand up to the industry oligopoly and secure both better terms and pricing. We are a team of hard-hitting and trusted negotiators with a flawless track record of success.



Paladin seeks financial institutions looking to lower their Core IT expenses, improve contract terms, and secure the best Fair Market Value possible.

 

THE IDEAL PALADIN/GCC CLIENT

  • Financial institutions with $300M-$15B in assets
  • Outsourced core account, item processing, internet banking, bill payment, ATM/EFT.
  • Paying more than $30,000/month (combined)
  • Contract renewal date 30 months out

WHICH QUESTIONS SHOULD I ASK?

Q: Is your renewal date less than 30 months from today?
Q: Are you processing with FIS, Fiserv, Jack Henry or another Core IT Supplier?
Q: Do you outsource (any/all) your core account, item processing, internet banking, bill payment, ATM/EFT processing?
Q: Are you paying more than $30,000 per month combined?
Q: Is your institution greater than $300M in Asset Size?
Q: Are you contemplating a merger (buy or sell) in the next 5 years? 
Q: Are you thinking about changing Core suppliers or other strategic IT solutions?

 

NEXT STEPS >>

Once a client has been qualified, please submit their information in the form below and we’ll take care of the rest! Should you have questions or need assistance, please reach out to Linda Stahl, National Partner Executive & Business Development, at [email protected] or 877-746-4859.