Along with our technology solutions, Open Solutions offers complementary services to help your institution further realize the maximum benefit from our products. Whether you just started using our solutions or have used them for years, we can guide you to the next level of integration. We offer supplemental training, custom enhancements and expert counsel to help you maintain and leverage your Open Solutions advantage in today’s competitive marketplace.

We offer six major services:
Pre-Conversion Best Practices – Evaluations and counsel to prepare you for your “go live” date

Operational Reviews – Periodic evaluation to ensure your processes and system usage are best aligned with our solutions’ capabilities

Security and Authorization Reviews – Evaluation of your system’s security to ensure minimal risk

CRM and Business Intelligence Services – Advanced configuration and best practices

Revenue Enhancement Initiatives – Selection and implementation of third-party revenue enhancement applications

Platform and Infrastructure Services – Database tuning, disaster recovery planning, system upgrades

Experience Counts
With extensive bank and credit union experience, our financial industry consultants apply their knowledge to help discover and implement technology solutions that make sense within the context of your business. Like Open Solutions’ products, our services are specifically geared to the financial services community – its culture, its regulatory environment and its best practices. We also offer consultative services in the areas of process improvement, revenue enhancement and technical infrastructure.

Manage Risk
When you take the time to invest in the best technology solution for your needs, you want that solution to adapt to future needs as well. Our solution is built with that in mind. Changes in regulations, personnel, leadership and customer/member demand aren’t predictable. When they occur, Professional Services can prevent them from adversely affecting your operations. When these situations arise, we make specific recommendations and then help you implement a manageable plan.

Capture New Opportunities
We constantly seek out new ways for your institution to gain competitive advantages using our products and services. Professional Services can help you integrate new cost-saving measures and take advantage of revenue growth opportunities without taking precious customer service time from your staff. We provide on-demand teams with technical and industry experience so you can improve your institution and quickly return your complete attention to the needs of your customers or members.

Special Project Assistance
Open Solutions Professional Services is a full-service consultancy for banks and credit unions. In addition to the services outlined in this brochure, we offer assistance with all aspects of financial transactions. A sample list is available on the back cover. Fill out our Contact us form or give us a call at 214.826.7699 to discuss your specific needs.

Pre-Conversion Best Practices | Operational Reviews

Security and Authorization Reviews | CRM and Business Intelligence Services

Revenue Enhancement Initiatives | Platform and Infrastructure Services

Client Testimonials | Contact Us