Today’s regional and community banks face tremendous challenges. Technology, compliance and competitive pressures are forcing the community banker to fine tune their businesses. Many clients have leveraged McIsaac & Associates risk management talents and experience to gain a competitive advantage in an increasingly crowded retail banking market.

We focus on understanding your business goals to develop a program tailored to achieve your objectives. Our services cover strategic planning, technology assessment, disaster recovery & business continuity, policy and procedure development, third party due diligence, core systems selection and contract negotiation.

I. Integrated Risk Management

1. Independent risk assessment and review
2. Information technology, security policies and procedures.
3. SAS 70 review assessment

II. Disaster Recovery and Business Continuity Planning

1. Risk assessment and vulnerability analysis
2. Strategy development and planning
3. Plan implementation, training, testing, and verification

III. Core System Selection (Fiserv, FSI , Jack Henry, Metavante, OSI)

1. Core banking systems due diligence, assessment and selection
2. Technology contract review and negotiation
3. Technology conversion services

IV. Information Technology Operations Management

1. IT department business planning
2. IT operation performance improvements
3. Project planning and implementation