Banking Technology Consulting Services

Banking Technology Services

Helping banks of all sizes improve their technology

Because no bank can afford to ignore their technological infrastructure, especially not in today’s climate…
Gilman Patrick LLC and our partners are expertly positioned to assist financial institutions:

– Decipher the elements that work collectively towards progress
– Effectively implement successful solutions

In the real world, bankers are not always positioned to clearly understand that “next best step” – or how to implement technology changes productively.
I get it, and I can help!

"Changes during planning cost pennies,
changes during implementation cost millions"

- Patrick Martin

Services

Advisory Services & Executive Support

Sometimes you just need some help, a sounding board for your ideas or some expert guidance. Call me I’m here to help you think through and weigh your options.

Assessments

Finding ways to save money through process optimizations, redesigns, automations, and value streaming. Typically, I can find enough money in poor processes to fund automation projects, saving even more money. Schedule an appointment and let’s talk.

Research

Product comparisons, regulatory changes, new financial technologies, and other topics of interests. I provide “bespoke” client specific research. And when enough clients are asking for the same research I’ll create a white paper. Send me an email request and let me know what you’re interested in knowing more about.

Management Office

(Project, Quality, Release) Pop Up management offices specific to new programs such as mergers, core replacements, digital transformations, and other large initiatives. You’re great at business as usual, but what happens when something new happens? I have ready to go processes, procedures, templates, and dashboards to set up management quickly, effectively, and affordably.