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Partner with Patrick Martin as the Financial Technology Advisor and Expert for your next project.
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Partner with Patrick Martin as the Financial Technology Advisor and Expert for your next project.
Developing and leading transformational initiatives within the banking industry is the space where Patrick Martin thrives. He is recognized as an industry expert in deciphering the elements that work collectively towards progress – and building a roadmap for successful execution.
In his work, Patrick becomes a trusted partner in advising clients on complex initiatives within financial institutions, outlining not only what it takes to optimize the organization’s performance, but also a comprehensive summary of how to make it happen.
Based on the belief that the banking industry is facing a major disruption – with local banks in a unique position to benefit – Patrick founded Gilman Patrick in 2015.
Through his work with Gilman Patrick, he builds strong partnerships to focus on both the Making Money and Saving Money sides of the equation in the banking industry.
Banking + Technology
The Integrated Banking System is designed to automate a financial institution’s day-to-day operations. It provides full integration, turn key system development, total process control and dynamic decision-making management tools.
This particular bank had a dilemma: they needed modern systems but had limited resources to move forward. Under my guidance, the Bank enjoyed successful implementation, well-documented new processes, trained staff members experienced and working with the outsourced systems and vendor teams… all without customer impact.
Systematics is the name of a retail banking software product suite. FIS is a financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, consulting and outsourcing solutions.
The financial catastrophe of 2007-2008 resulted in passage of the massive Dodd-Frank legislation of 2010, aimed at achieving more oversight in the financial institutions. I was able to assist this Bank with coming into compliance with these new regulations.
MISER is one of FIS’ premium core processing solutions, delivering 24/7, high-volume transaction processing to banks and credit unions. The MISER platform, which is available in an online, real-time, memo-post or hybrid environment, provides financial institutions with increased efficiency, revenue and profitability through its integrated and scalable design.
This particular bank had grown very quickly from a local savings bank into a mega regional bank. After 6 months of working with me, there was an extraordinary jump in operational efficiencies and process maturity. The old top-down, antiquated, and incorrect processes were replaced with a continuous improving and community-maintained unified lifecycle of processes.
TCS BaNCS is a core banking software suite developed by Tata Consultancy Services for use by retail banks.
Through executive accountability, dedicated project teams, and specific oversight and instruction, I have led a regional bank to complete it’s TCS BaNCS core replacement and transform itself into a fully agile enterprise.
Signature® from Fiserv is a comprehensive and customer-centric platform ideal for large financial institutions and high-volume, transaction-focused enterprises.
This particular Bank had no practical experiences in transformative projects and needed a highly configurable system requiring a detailed set of business requirements to build and align to this Bank’s vision, which is where Fiserv came in. I assisted in organizing business requirement elicitation sessions, created a set of functional test cases for Fiserv Architect and associated systems, combined base functionality with configuration changes to create the foundational understanding to guide vendors, staff, and consultant during the digital transformation.
This resulted in a successful digital transformation bringing new customer experiences in support of this bank’s vision.
SilverLake System is a banking platform that provides highly customizable, enterprise-wide automation designed for growth- and commercial-focused banks.
One particular bank found itself with a wave of retirements and needed internal core banking services. By bringing on an interim vice president, and becoming a JHA Silverlake administrator, I was able to decentralize services away from a small and retiring team into the business units and with JHA and close the core banking services team. I then worked with the existing team to automate, outsource and transfer all core banking services within a year so they could retire and this bank could reduce its talent risks.
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