PARTNER NEWS

News From Industry Partners

  • Thinking about exploring a credit union merger? A merger is more than a strategic decision—it’s a complex journey involv…
    by Spayside Consulting LLC on April 15, 2026 at 8:10 pm

    Thinking about exploring a credit union merger? A merger is more than a strategic decision—it’s a complex journey involving hundreds of meetings, thousands of touchpoints, and countless action items. Spayside Consulting partners with credit unions every step of the way—from identifying the right merger partner to project managing the entire process. We help keep teams aligned, milestones on track, and risks managed so leaders can stay focused on the bigger picture. Don’t do it alone. Work with a partner committed to maximizing your chances of success. 👉 Learn more at https://spaysideconsulting.com/

  • Evaluating software vendors? Demo preparedness is everything. One of the biggest mistakes organizations make is jumping…
    by Spayside Consulting LLC on April 13, 2026 at 3:31 pm

    Evaluating software vendors? Demo preparedness is everything. One of the biggest mistakes organizations make is jumping into demos before doing the internal work. Before you ever engage a software sales rep or schedule a demo, you need to be clear on what success looks like for your financial institution. Here’s what works: ✅ Do full discovery by department first. Meet with each team to document the mandatory functions the new system must support. Not “nice to have” — but non‑negotiables. ✅ Create a demo checklist per department. Each functional lead should have a clear checklist of required capabilities to validate during demos. ✅ Use the checklist during every demo This keeps conversations focused, prevents vendor-led “feature tours,” and ensures consistency across evaluations. ✅ Track what you’ve actually seen. You’ll quickly identify gaps, areas needing follow‑up, and which solutions truly deliver out‑of‑the‑box versus those relying on customization or roadmap promises. ✅ Give leadership objective clarity. When it’s time to make a long‑term contractual decision, leadership isn’t relying on gut feel — they’re reviewing structured, department-by-department validation. Well-run demos don’t start with the vendor. They start with internal alignment, preparation, and discipline. Need help evaluating software vendors? Contact us at https://spaysideconsulting.com/contact-us to learn more.

  • 🚨 When Software Projects Go Off the Rails, the Damage Is Bigger Than the Budget 🚨 A failed core software implementatio…
    by Spayside Consulting LLC on April 7, 2026 at 3:55 pm

    🚨 When Software Projects Go Off the Rails, the Damage Is Bigger Than the Budget 🚨 A failed core software implementation isn’t just disruptive — it’s expensive, exhausting, and morally deflating for everyone involved. We see it time and again: organizations rush decisions, underestimate the work ahead, and end up paying a far higher price than expected. Common pitfalls we encounter: *Skipping deep‑dive discussions to truly validate functionality *Relying too heavily on the sales pitch instead of real‑world use cases *Assuming the process will be “straightforward” or “easy” *Underestimating the time, effort, and due diligence required for enterprise software — especially in financial institutions The reality? Picking the wrong software can cost far more than money. It can: *Damage your reputation with clients and members *Frustrate teams to the point where loyal employees walk away *Lock your organization into years of painful, long‑term contracts *Distract leadership from strategic growth At Spayside Consulting, we help financial institutions slow down before they speed up — ensuring the right questions are asked, the right solutions are vetted, and the right outcomes are achieved. 💡 Core software is an investment, not a transaction. Treat it that way. 👉 Learn more: https://spaysideconsulting.com

  • Ever feel like your financial institution’s strategic projects turn into a maze? Whether it’s procuring new software or…
    by Spayside Consulting LLC on March 20, 2026 at 3:36 am

    Ever feel like your financial institution’s strategic projects turn into a maze? Whether it’s procuring new software or services, navigating a core conversion, managing mergers and acquisitions, or driving strategic planning—these initiatives can quickly become complex, time‑consuming, and overwhelming. Don’t get stuck in the maze. Partner with experts who guide financial institutions through these projects every day. Spayside Consulting brings clarity, direction, and proven experience to help credit unions and financial institutions move forward with confidence. 📞 Let’s connect. Visit https://spaysideconsulting.com/contact-us to set up time to network and learn more about your credit union’s goals.

  • Welcome to 2026! As we step into a new year full of opportunities and challenges, Spayside Consulting is here to help yo…
    by Spayside Consulting LLC on January 5, 2026 at 2:37 pm

    Welcome to 2026! As we step into a new year full of opportunities and challenges, Spayside Consulting is here to help you make it your most successful year yet. If your credit union or financial institution is: ✅ Needing a Strategic Plan ✅ Preparing for a major organizational change like a core conversion or merger ✅ In need of expert project management ✅ Looking for guidance on board initiatives We’ve got you covered. Reach out today to schedule an in-person or virtual meeting and let’s turn your vision into reality. Contact us at: https://spaysideconsulting.com/contact-us