Get the full return on every big technology investment.
An independent second opinion on the decisions credit unions make.
Edward Berg, founder. Digital executive at a $10B credit union, where he took a seven-year platform program from implementation to return.
Which decision is in front of you?
Each review takes two weeks. The fee is fixed.
Before you sign
You sign on terms negotiated from strength. You know your diligence is complete.
You've run a six-month sales cycle wearing five hats. A fresh outside view can find the one thing worth a second look. It can confirm the call you've already made. Some conversations land better coming from outside. Sometimes the most valuable finding is that you were right.
"I've negotiated terms vendors told me they'd never offered."
The Pre-Commitment ReviewMid-contract
Your investment delivers what you planned. Everyone buys into the path forward.
An experienced outside view renews the vendor's commitment. It resets scope where the plan has moved. The commercial outcome strengthens the relationship.
"I took over an implementation that needed a new direction. I got adoption on track. I've also renegotiated a contract into a better working relationship."
Starting your AI plan
The AI in your platforms does real work. Agents move the outcomes that matter.
Much of what you need may already be inside what you own. The APIs underneath your platforms carry more capability than a busy team has had time to explore. A second opinion shows you where to start. You move ahead of your peers. You stay in control of the risk.
"I deployed a credit union's first AI agents in production."
Take the Self-ScoreLatest notes
Issue 003
Data governance and permissible use
Ten working days to your answer
Day one is a short kickoff. You send the documents you already have. The business case, the contract and your usage reports are a good start. We sit down with four of your people for 45 minutes each. Your team gives about four hours beyond the kickoff.
Over the next eight working days, we read everything you sent. Then we work through the numbers with your people.
Day ten is the one-hour readout. You get a clear recommendation, grounded in evidence. Operator experience backs it. Every step of the next 90 days has an owner. You're ready to start the next morning. You leave with a decision you can stand behind.
See ServicesThe best technology decisions are the ones your members love. Twenty years inside a credit union showed me how much value well-made decisions deliver.
Edward Berg