At CCG Catalyst, we empower financial institutions, fintechs, and credit unions with expert-led evaluation services designed to optimize technology, streamline operations, and drive strategic growth. Our tailored evaluations—spanning core systems, digital platforms, payment solutions, lending operations, trust services, and RFP management—provide actionable insights to help you navigate the evolving financial landscape with confidence.

Core System Evaluation

Selecting the right core banking system is foundational to your institution’s success. Our core system evaluation service offers a rigorous, customized process to assess vendors and solutions based on business requirements, functionality, scalability, security, and cost. We analyze your bank’s unique needs, compare options using a strategic scoring methodology, and deliver detailed recommendations to ensure your core system aligns with both current operations and future goals.
Client Engagement: A mid-sized regional bank with an outdated core infrastructure engaged CCG Catalyst to evaluate modern core banking systems. We conducted a comprehensive needs assessment, evaluated six leading vendors, and provided a detailed cost-benefit analysis. Our recommendations enabled the bank to select a scalable cloud-based core system, reducing operational costs by 20% and improving transaction processing times by 30% within the first year.

Digital Platform Evaluation

In a digital-first world, delivering seamless customer experiences is non-negotiable. Our digital platform evaluation assesses your online and mobile banking solutions, focusing on user experience, integration capabilities, security, and innovation potential. We identify gaps, benchmark against industry standards, and recommend solutions to enhance your digital presence, ensuring you meet customer expectations and stay ahead of competitors.
Client Engagement: A community bank struggling with low mobile app adoption rates turned to CCG Catalyst for a digital platform evaluation. We analyzed their existing systems, conducted user surveys, and benchmarked against top-performing competitors. Our recommendations led to the adoption of a new mobile banking platform with enhanced UX features, resulting in a 40% increase in digital engagement and a 25% uptick in customer satisfaction scores within six months.

Payment Solutions Evaluation

The payments landscape is rapidly evolving with new technologies and regulatory demands. Our payment solutions evaluation examines your existing infrastructure—covering payment hubs, real-time payments (RTP), and compliance readiness (like FedNow)—to identify inefficiencies and opportunities. We provide strategic guidance to modernize your payment systems, optimize transaction processes, and enhance customer satisfaction while ensuring compliance and scalability.
Client Engagement: A regional bank needed to integrate real-time payment capabilities to stay competitive. CCG Catalyst evaluated their payment infrastructure and assessed RTP solutions, including FedNow readiness. We delivered a roadmap for implementation, enabling the bank to launch real-time payment services ahead of schedule, which increased transaction volume by 20% and attracted new business clients.

Lending Operations Evaluation

Efficient and innovative lending processes are critical to profitability and customer retention. Our lending operations evaluation dives into your loan origination platforms, underwriting procedures, and portfolio management systems. We assess performance, compliance, and technology alignment, offering recommendations to streamline operations, reduce risk, and improve borrower experiences across consumer, commercial, and mortgage lending.
Client Engagement: A community bank facing delays in loan approvals engaged CCG Catalyst to evaluate their lending operations. We identified bottlenecks in their loan origination system and recommended a modern platform with automated underwriting capabilities. Post-implementation, the bank reduced loan approval times by 50%, increased loan volume by 10%, and improved borrower satisfaction scores significantly.

Trust Services Evaluation

Trust and wealth management services demand precision, security, and client-centric solutions. Our trust services evaluation analyzes your systems and processes for managing fiduciary responsibilities, ensuring compliance with regulatory standards, and delivering exceptional client experiences. We evaluate technology integrations, operational workflows, and risk management practices to help you build trust and loyalty with high-net-worth clients.
Client Engagement: A national bank sought to modernize its trust services for high-net-worth clients. CCG Catalyst evaluated their legacy trust system, identified compliance gaps, and recommended a new platform with integrated reporting tools. The bank implemented our suggestions, resulting in a 30% reduction in administrative overhead, improved regulatory compliance, and a 15% increase in client retention over two years.

RFP Tool: Streamlined Vendor Evaluation and Selection

Choosing the right vendors and technology partners can make or break your strategic initiatives. CCG Catalyst offers a powerful Request for Proposal (RFP) tool to simplify and enhance your vendor evaluation process. Designed for efficiency and transparency, our web-based RFP platform enables you to create, manage, and evaluate RFPs with ease—whether for core systems, digital solutions, or other critical services. Key features include:

• Customizable RFP Design: Build detailed, hierarchical questionnaires tailored to your institution’s needs, with flexible weighting and scoring options to reflect stakeholder priorities.
• Collaborative Workflow: Enable seamless collaboration across your evaluation team with tools for scoring, commenting, and analyzing vendor responses in real time.
• Automated Scoring and Analysis: Reduce manual errors and accelerate decision-making with automated scoring, side-by-side vendor comparisons, and insightful analytics.
• Centralized Data Management: Store all RFP-related data securely in one place, with options to reuse templates and questions for future projects, saving time and ensuring consistency.
• Vendor-Friendly Interface: Allow vendors to respond directly within the platform at no cost to them, streamlining communication and ensuring fairness in the process.

Our RFP tool is ideal for managing both simple and complex evaluations, empowering your team to make informed, data-driven decisions while minimizing administrative overhead.
Client Engagement: A large regional bank used CCG Catalyst’s RFP tool to select a new digital banking vendor. By leveraging our customizable templates and automated scoring features, they reduced their vendor evaluation timeline from six months to eight weeks. The streamlined process resulted in unanimous stakeholder approval of the chosen vendor, whose solution increased digital account openings by 35% within the first year.