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Your engagement includes:


  • Turnkey/managed process from start to finish

  • Inventory Internal Hardware/Software

  • Map systems and vendor relationships for each institution

  • Assessment of all contractual obligations

  • Vendor due diligence - RFI

  • Vendor services assessment

  • Identify and quantify level of services

  • Request for Proposa

  • Cost of ownership analysis

  • Pricing negotiations

  • Contract negotiations

  • Audit & review all final documents


Support Services You Might Include:

(Phase FOUR Services)


  • Invoice Audit Service

  • Regulatory Documentation

  • Operational Assessment

  • Migration Management

Managed Services Evaluation | Phase ONE, Phase TWO and Phase THREE of The Genesys Process™


Community banks are moving the management of their IT operations to a third party.  Honestly, we get it.  There are not enough hours in the day to meet the ever-increasing regulatory demands as well as keep up with all of those strategic initiatives on your plate.  We treat Managed Services evaluations with the same level of detail as a core vendor evaluation.  The cost of services can add up quickly and a lot can be missed when considering all angles of this project.  

We do all the work and you make the decisions.  Let us help you understand if moving your IT to a third party is the right move for your bank.  

Managed Services Evaluations


Considering outsourcing your bank's IT?  There is a lot riding on this decision.  Let us help you bring it all together.
Managed Services
What is Managed Services?

Managed Services is the proactive management of an IT (Information Technology) asset or object, by a third party typically known as a MSP, on behalf of a customer. The operative distinction that sets apart a MSP is the proactive delivery of their service, as compared to reactive IT services, which have been around for decades.



What You Outsource...
Vendors (MSPs):
  1. Offsite hosting of hardware/software

  2. Data Communications Management

  3. LAN/WAN Management

  4. Internal Help Desk

  5. Updates | Patches | Security

  6. Firewall | Virus Protection

  7. Server | Desktop Support

  8. Intrusion Testing

  1. BankonIT

  2. CalTech

  3. CNP Technologies

  4. CSI

  5. FIS Managed Solutions

  6. Fiserv

  7. Jack Henry

  8. Jmark

  9. NetGain Technologies

  10. SafeSystems

  11. Xamin

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