Anticipating a change? Has your organization recently acquired branches or begun focusing on a new business line? Do you suspect that you have outgrown certain processes or that the software offers features that you have yet to implement? We don’t support a ‘one size fits all’ model. Each institution is different and the software should support not drive your business.

We divide Optimization Consulting into 3 main categories:

Workflow Analysis

A review of your operational workflow insures that you are utilizing the software and your staff to their maximum potential. We believe that the departments in a financial institution should act as a tightly woven fabric. Beginning with workflow analysis, KBA can suggest process improvements to streamline the path and number of hands a piece of work travels through from fruition to completion. Experience has taught us that re-engineering the workflow eliminates duplicate effort, logically re-aligns staff, and allows for a fresh look at how the business might best use today’s technology.

Software Usage

We review your Common File settings and Product and Services set up to insure that you are taking advantage of the latest software features. We believe the software should do the ‘heavy lifting’, not your staff. This feature/function usage analysis points out gaps in set-up, integration with cross platform applications, exception processing, and standard report usage. Best Practices come into play. We offer education on topics of your choice including; Common File, Commercial Lines of Credit, Impaired Assets, Participations and Syndications, Service Charge Analysis, and Document Tracking. Our experienced staff can help you craft an implementation plan to maximize your use of the software and your staff.

Staffing Model

If your organization has experienced growth or a change in business focus, it makes sense to re-think and re-balance the work. At times, it takes someone outside of the everyday work environment to see possibilities for improvement. We can assist with Best Practices and successful models we’ve encountered at other banks.