IT Project Management

Expert Assistance for Complex Projects

Major events and investments require financial institution executives to update, convert or implement technologies, often with limited staff and financial resources. Add BTG to your technology team to navigate complex projects such as mergers, moves and new system installations.         

Mergers and Moves 

If you're orchestrating a  merger or planning a move, technology may not your primary focus. Let BTG help you make a smooth transition.  

  • Evaluate system requirements and create an implementation plan for the merger or move 
  • Coordinate schedules for implementation of hardware and software, staff training and third party participation
  • Serve as a liaison on technology issues for all parties involved in the move or merger
  • Assist the financial institution with integration of the accounting system

Conversions and New Technology Implementation

As you introduce new technologies or convert systems, BTG will work with your vendors to execute projects for full compliance, smooth operations and information security.  

  • Create and coordinate schedules for implementation of technology 
  • Manage the re-certification process for conversion projects 
  • Test products and manage a pilot program
  • Create policies and procedures to achieve compliance

Is your Internet banking system fully compliant?

Your Internet banking vendor's job is to install the system and help get your program up and running. Vendors do not assist with compliance and security, however, leaving your financial institution vulnerable to compliance violations.

  • How will members apply for use of Internet banking? How will you store their applications?
  • What is your policy for allowing staff to access personal information and passwords?
  • What is your policy for selecting passwords? What about retrieving lost passwords?

Before you install Internet banking or a similar technology, consider adding BTG to your team. We'll work with your staff and vendors to make sure that your new system integrates with other technologies and operates securely and in full compliance with all regulations.

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