CCG Catalyst

Services

Core System Evaluation

CCG Catalyst
  • Business Transformation
  • Digital Transformation
  • Transaction Services

Services

Core System Evaluation

  • Business Transformation
  • Digital Transformation
  • Transaction Services

Transaction

Services

Vendor / Solution Evaluation

  • Technology Assessments & Planning
  • Governance & Risk
  • Vendor / Solution Evaluation
  • Contract Negotiations

Core System Evaluation

Evaluating your core vendors is a major undertaking and should only be undertaken if your current business strategy is not being supported by your core vendor. Our methodology takes you through the process to select the appropriate solution and vendor which can make the difference between employing technology effectively and profitably.

Replacing your core vendor solution is a complex, costly and risky operation, affecting the whole organization for many years ahead. For this reason, it is imperative to select and shape a core banking platform that not only suits the current needs, but the future state of the bank or credit union.

CCG Catalyst follows a proven process that we customize based upon the client  requirements. Our process has been used on over a thousand  evaluations.

CCG Catalyst Evaluation 
Current State√
Process Assessment√
Gap Analysis√
Future State Requirements√
Business Requirements√
Evaluation Charter√
Number of VendorsUnlimited
CCG Catalyst Evaluator™√
Scoring System & Analysis√
Demonstration√
Technology Discussion√
Site Visits & References√
Configuration & Pricing Request√
Total Solution Cost of Ownership Model√
Final Vendor Selection√

CCG Catalyst Negotiation 
Contract Negotiation√

 

A few of our key differentiators in our service include:

  • Expertise: CCG Catalyst are the subject matter experts related to all the technology solutions available to your bank or credit union, from vanguard vendors to the newest fintech solution. With our extensive experience in technology strategy, our team will lead you through our methodology and be with you for every step of the process.
  • Methodology: CCG Catalyst’s core system selection methodology is a strategy-centered approach that is unique to the industry. We provide advice, leadership and recommendations to you and your team during every step of the process. Our methodology is customized for each client because we believe each client is unique and a canned or templated process will not deliver the results that are required.
  • Assessment:  Validating your business strategy to your technology is the most critical step in our process. The risk related to having the wrong solution or vendor to support your strategy is critical.  
  • Cloud based RFP/RFI:  CCG Evaluator™ our award-winning cloud based RFI/RFP tool support the management of a vendor decision-making process and to identify the strengths and weaknesses of technology or services provided by vendor solutions. Our RFx comes with thousands of questions for the vendors to answer covering all areas of a solution.
  • Automated Selection/Scoring: With our CCG Evaluator™  tool, CCG Catalyst has an automated scoring process for all the RFx questions. Each member of the selection team can provide input into the criteria and weights as the system grades the performance and functionality of the vendors, and the final data generated by the scoring engine ensures that all vendors are being graded on identical selection criteria.
CCG Catalyst

Phoenix • New York • London • Singapore

Phone: +1-480-744-2240  • Contact Us

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H. Terrie Cloud, Principal


As a Principal at CCG Catalyst, H. Terrie Cloud, has more than 31 years of experience in financial services, conducting core processing evaluations and contract negotiations. His financial services expertise is comprised of technology and strategic planning, workflow efficiency improvement recommendations and project management services.

Terrie is a respected subject matter expert in core and ancillary system evaluations, project management services, workflow efficiency studies, and strategic planning services. Terrie’s deep understanding of the financial services industry and consulting experience allows him to partner with our client’s as a trusted advisor.

Aimee Harlow, Principal


As a Principal at CCG Catalyst, Aimee has more than 25 years of experience in sales, marketing, business development, and client relationship management. Her financial services expertise is in high-tech hardware and software products and services.

Aimee has decades of experience in strategic planning, with a focus on digital transformation, core processing, payment processing and conversion planning. Aimee has demonstrated leadership in her ability to work within multinational Financial Institutions of all asset sizes negotiating high value contracts. Her career long focus has been collaborating with clients to understand their objectives and develop successful solutions to drive innovation, customer satisfaction and market leadership while promoting efficiencies and profitable growth.

Director of Digital Strategy

Tony Lazare, Digital Technology Manager


Tony Lazare is the Digital Technology Manager. He has 20 years of extensive experience overseeing all aspects of an IT department, including web development, internal development, database management and reporting, quality assurance, and release management. Tony is a dedicated leader with outstanding technical and management skills and a proven track record of success developing and executing IT.

Tiana Brown, Principal


Tiana Brown is one of the Principals at CCG Catalyst. She has more than 10 years of experience in client services, financial services, operations, and consumer and mortgage lending. Her financial services expertise is comprised of both internal and external engagements. She has strategically coached clients at the organizational, leadership and operational level.

As Principal, Tiana’s subject matter includes internal operations, business processes, as well as risk associated with payment and consumer lending processes and structure. Her consulting skills and her depth of knowledge of financial services affords her the ability to guide and work with banks and fintechs to execute strategic plans that result in successful and sustainable outcomes.

John Peckham, Principal


As a Principal at CCG Catalyst, John Peckham has over 25 years as a trusted advisor to the financial services industry. John is a proven senior level executive, with demonstrated success directing business transformation and delivering impactful results within the digital, technology and fintech space.

As bank consulting leader, John has guided clients in banking, fintech, insurance, credit, as well as, both established and start-ups in creating, building, deploying, and excelling at technology based “disruption” of the established financial services industry

Before joining CCG, John held executive and board-level positions in a variety of companies. His banking experience ranges from community to top 100 banking institutions and has held several leadership positions in his tenure.

Kate Drew, Director of Research


Kate Drew is the Director of Research at CCG Catalyst. Her decade of professional experience includes leading data-driven research projects, creating fintech industry thought leadership, and managing editorial content for publications including Business Insider Intelligence and The Value Line Investment Survey.

At CCG, Kate spearheads client-facing research projects on fintech topics including open banking, digital channels, payments, lending, blockchain, artificial intelligence, digital wealth management, and others. She leverages quantitative data as well as conducts field study based on desk research, conference and event findings, and interviews with prominent industry leaders at fintechs, banks, and other financial and nonfinancial institutions. Her research brings voices into data and provides perspectives informed by real experience inside of financial services companies.

Miranda Jenkins, Chief Operating Officer


Miranda Jenkins is the Chief Operating Officer (COO). As a financial professional with more than 10 years of experience, she has assisted and lead strategic planning, analysis, operational management, and technology development work in private equity and hedge funds in the US, Europe, and Asia. She has handled operations of various funds including cash management, hiring, staffing, strategic goal setting, budgeting, technology development, and planning and implementation.

As COO, Miranda works with colleagues across the firm to execute on the overall vision and is responsible for the daily operation of the company. Her uniquely comprehensive background affords her to advise CCG Catalyst and its clients on operational and strategic initiatives.

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