Technology Planning

Technology is changing the financial services landscape at an unprecedented pace. Opportunities are proliferating in the new digital marketplace, yet the costs of participating are skyrocketing.

Strategic Technology Plans are now essential for maximizing your resources. Reflection Point can help you navigate the rapidly changing landscape of opportunities.

Strategic eBusiness Plan – We will work with you to develop a customer-focused strategy for your eBusiness services. Consulting engagements are customized for each client. Our methodology for building a customer-focused strategy will typically encompasses market analysis, web usability testing, web performance testing, and strategy formulation.

Strategic Technology Plans -- Our strategic technology plans focus on the entire institution. The principle goals of our assessment methodology are to establish a technology framework, prioritize technology initiatives and assess the supporting organizational structure.

Technology Implementation Projects – We work with financial institutions as project managers for a variety of technology initiatives.

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""Our credit union always appreciated [Glenn Christensen's] efforts in facilitating our annual planning sessions. Much prepatory work was completed with  the management team prior to the session with the Board of Directors. [He] always managed to keep the sessions of track so very little time was wasted.
While our primary relationship has dealt with planning I know technology planning is another of [Glenn's] strengths. I would recommend [him] without reservation. "

Roger Nedrow, President/CEO
Great Northwest FCU

• "Our capital ratio is growing and we have a unified strategy for managing growth"

• "When current results are questioned relative to previous years results, I can now reference the directions from the planning session"

• "My relationship with the Board has improved"

• "We were able to work though decisions in the planning session that we were unable to reach a decision on previously"

• "Both the Board and I have a much better sense that what we are doing is a professional thing, it is now less ‘what’s in it for me’"

• "Loan demand has finally picked up"

• "The auditor and examiner are very pleased, the plan leaves the impression that we know what we are doing"