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Project Management Services

The Anchor Group has extensive experience in project management that will help your financial institution realize its strategic goals.  We will lead your company in establishing structures, technologies, policies, procedures, and best practices that will provide the framework you need to successfully implement initiatives in a highly competitive marketplace.  

 

The Anchor Group provides full Project Management services for any and all technologies that will be changing. We provide the initial and on-going update of a master project plan that includes all activities required by the vendor(s) involved, your employees, and any third-parties. We work in tandem with the vendor(s) in providing oversight as well as providing your financial institution with guidance, advice, and best practices for all aspects of the conversion project.  We hold weekly status meetings with all parties; track and ensure all third party integrations are certified and in place for the actual conversion event; provide marketing assistance; work with the technical teams to ensure that all hardware, software, and peripherals are properly installed, tested, and working as expected; and, work with your training teams to ensure all employees are properly trained and prepared for the training event. In addition, we offer regular full presentation updates to you key executives and your Board of Directors.

 

Let the Anchor Group guide the management of all components of your next project to ensure a smooth transition and the highest level of success for your employees, customers/members, and your Board of Directors.

 

This service is offered on a per month fixed fee basis from the start of the conversion project through post-30 days of implementation.

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