Advisory Services
As your consultant, Fundtech is committed to helping you optimize your solutions and workflow. That’s why we offer a full range of professional services to help you plan, design, implement and manage your banking environment. Fundtech’s Professional Services Group includes highly trained instructors, project managers, business analysts, software engineers and integration specialists who can act as an extension of your in-house staff. We bring valuable product knowledge, industry experience and technical expertise to help you meet the challenges of your business.
Business Benefits
- Project Scope Assessment—Based on careful evaluation of your financial institution’s current infrastructure and any special processing requirements, Fundtech can provide a customized project outline for your bank’s installation or upgrade of a Fundtech product.
- Web Banking Consultation—For banks that need assistance in setting up Web-based products, Fundtech can provide expert Web security consultation. Using in-house resources or a Web security partner, we can help you select and install Web servers and firewalls, perform intrusion detection, set up digital certificates, or perform an access control and security audit.
- Bank Branding—Fundtech can provide assistance in bank branding of your client application. Bank branding services include customizing the graphical user interface, setting up URL links and customizing on-line help documentation.
- Operational Risk Audit—To help ensure maximum efficiency of your system, Fundtech can perform an audit of your current system and operations procedures. This project will analyze, validate and offer improvements for your operations providing your Financial Institution quantifiable results that, over time, will decrease your expenses and increase profitability. The results of this project will help you to better utilize technology for improved efficiencies. The analysis can range from a comprehensive study to a phased level process. The data gathering process is designed for minimal staff disruption yielding maximum results.
- Merger, Acquisition and Divestiture Services—If your bank undergoes a merger, acquisition or divestiture, Fundtech can help you take your system through the transition. We will analyze and evaluate technical and operational options, providing you with written recommendations.
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Key Features
- Payments or cash management operations audit
- Merger, acquisition and divestiture services
- Project management, technical and integration services for software upgrades
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IT Benefits
- Technical and Integration Services—Fundtech’s technical and integration experts can install hardware, software and connectivity components for your system. We will also equip your staff with the necessary training to support the system, to use new features and enhancements and to maximize operational efficiency.
- Test Environment Set-Up—Fundtech can set up a test environment for your new product or module by installing and configuring the necessary hardware and software.
- Technical and Administrative Set-Up—Once your system has been installed in a test environment, Fundtech can help your bank with the necessary technical and administrative set-up to test the system and put it into production.
- System Testing—Fundtech offers a wide range of professional services for internal, external and security audit testing, depending on your bank’s specific needs. Services range from creating and reviewing test scripts to carrying out testing on-site.
- Production Cut-Over Implementation—After the completion of all internal testing, Fundtech can perform weekend code moves to place your system into production. We will also provide dedicated post-implementation support for up to a week after production cut-over and then transition the product or module to our Customer Care group for ongoing technical support.
- Back-up and Disaster Recovery Planning—For your mission critical systems, reliable back-up and disaster recovery procedures are essential. Fundtech can assist your bank in all aspects of back-up and disaster recovery planning, from plan development to implementation.
- Enhanced Operating System Maintenance—With Enhanced Operating System Maintenance, Fundtech can help you keep up with the latest requirements for the operating system, the platform on which Fundtech’s system runs.
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Key Features
- Payments or cash management operations audit
- Merger, acquisition and divestiture services
- Project management, technical and integration services for software upgrades
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Operational Benefits
- Project Management An experienced project manager will serve as the designated point of contact to facilitate effective project definition, scheduling, resource allocation, teamwork and problem solving for completing your project on time and within budget.
- Implementation Services Whether you're implementing a new system, upgrading your system or adding a new module, Fundtech's Professional Services Group can help you with each step in the process. Select any combination of these services according to your bank's specific needs.
- Training During product implementation, Fundtech offers on-site training for your bank staff on setting up, installing and using our solutions. For training your new employees and providing continuing education for your staff, we offer regularly scheduled training classes (contact your sales representative). In addition, we can provide on-site training scheduled at your convenience as well as customized training for your bank staff or your corporate customers.
- System Check-Up Just as 3,000-mile check-ups are important to keep your car engine running smoothly, regular check-ups are important to keep your system running smoothly. Fundtech can provide a semi-annual or quarterly check-up of your system to verify operating system levels during peak activity, identify potential problems before they cause performance degradation and evaluate system security.
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Key Features
- Payments or cash management operations audit
- Merger, acquisition and divestiture services
- Project management, technical and integration services for software upgrades
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