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​BlackFin specializes in all aspects of the lending industry. Our seasoned consulting experts, aren't just advisors - they've lived in your shoes. They know what is needed to ensure success. Our team of consulting experts will roll up their sleeves and help you achieve successful execution on your key strategies or project delivery. We bring the knowledge, skills, experience, best practices, methodologies, frameworks, and strategies so you don't have to figure it out as you go. We empower you and your team so you can achieve faster ROI on your critical initiatives. Our Clients include national, regional, state, and community - banks, credit unions, and independent mortgage bankers. While nobody can be perfect, we're proud that our customer satisfaction rate is 95%. 

CONSULTING OVERVIEW 

Bussinessman in Modern Office

  • Business Reviews

  • Strategic Planning

  • Blockchain Roadmap

  • AI Strategy & Implementation

  • Strategy Oversight

  • Market Analysis & Reports

  • Business Transformation

  • Change Management

  • KPI/ROI/CBA Reporting & Modeling

  • Continuous Improvement (OODA Loops)

  • Project Management (PMO)

  • Program Management (PgMP)

  • ​Project Portfolio Management

  • Mergers, Acquisitions, & Divestitures

  • Focus Groups

Business Meeting

  • Policies

  • Process

  • Procedures

  • Job Aids

  • Secondary

  • Process Improvement

  • Business Process Analysis (BPA)

  • Business Process Management (BPM)

  • Staffing Analysis & Forecasting

  • ​Skills Assessments

  • Business Continuity Planning

  • Crisis Management Coaching

  • Operation Optimization/Excellence

  • Tech Investment Advisory

  • CUX Review & Strategic Planning

  • Compliance | Compliance Configuration

STRATEGY

OPERATIONS

TECHNOLOGY

Tablet

  • Digital Mortgage & Digital Transformation

  • ​RFI/RFP Best Practice & Frameworks

  • e-Mortgage | Path to Paperless

  • Maximize ROI in Tech (Drive Utilization)

  • RPA - Robotics Process Automation

  • Machine Learning

  • Agile/Scrum, Waterfall, & Hybrid Frameworks

  • Collaboration Platforms

  • Imaging - Plan & Implementation

  • CRM Selection & Implementation

  • POS Selection & Implementation

  • LOS Selection & Implementation

  • Vendor Management Restructuring

  • ​Vendor Selection

  • Technical Infrastructure

  • Cloud Strategy & Web Services

SALES

green papers

  • Competitive Analyses

  • GTM Launch of New Products

  • New Revenue Strategies, Design/Implement

  • Sales Optimization

  • CRM Strategies, Frameworks & Management 

  • POS Optimization/Review & Recommendations

  • Product Development

  • Sales Leadership & Coaching

  • Product Development/Market Research

  • CUX Review & Strategic Planning

ORGANIZATIONAL DEVELOPMENT

doing work together

  • Change Management

  • Internal/Staff Focus Groups

  • Staffing Analysis & Forecasting

  • Compensation Planning

  • Training to Maximize Productivity

  • Onboarding Effectively

  • Skills Assessments

  • Resource Reallocation

  • RIF Strategic Planning

SECURITY, REGULATORY, DATA MANAGEMENT

Courthouse

  • Compliance & Configuration

  • Disaster Recovery Planning

  • ​Data Analytics

  • Data Governance 

  • Data Base Management

  • Data Protection & Privacy 

  • Data Breach Readiness & Management

  • Sarbanes-Oxley (SOX) Compliance

  • Security Frameworks

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