The Process

You’ll find the process of working with The Pentas Group a refreshing difference from most consultants in the banking industry. It’s important to note, we start with a no-obligation (or cost) assessment of your unique situation and present the findings to first determine if it makes sense for us to continue together. If so, we follow a proven methodology that helps reveal opportunities for cost containment, productivity, additional product utilization and enhanced profitability.
Select each of the key elements below to learn more about what makes our process different.

Assess

After executing a mutual non-disclosure agreement (NDA) ensuring total confidentiality, Pentas reviews your institution's existing data processing environment.  Pentas will analyze vendor agreements, product and service offerings along with pricing to formulate the Survey.

Survey

The Pentas Team will validate the information with you and your key staff members to assure accuracy. Our goal is to fully understand your existing environment, current cost structure, and determine your wants, needs, and service levels with your existing service provider(s).

Recommend

Once your information has been analyzed and evaluated, Pentas will provide an executive summary and report its findings to you and your key staff members. At this time Pentas will establish your current cost structure, as well as targeted savings that can be attained with the proper restructuring. Once a course of action has been determined, Pentas will provide you with an engagement agreement for your approval.

To this point there has been … no commitment, no payment and no risk… to you.

Restructure

During this step in the process a Client Playbook is developed, which is a clear and concise plan of your strategies, and reviewed for your approval prior to presenting to your technology partner.  We negotiate the desired outcome and obtain restructured agreements for review and approval.

Validate

After the new agreement(s) are finalized and we have achieved the desired outcome, Pentas will work with your institution to review initial invoices for accuracy. The service selected will determine future Pentas involvement. Additionally, we will perform an Invoice Audit for the first year.