McKinney, 75072, TX,
United States
Everett Advisory Partners
Everett Advisory Partners, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Everett Advisory Partners collaboration with software players such as Fiserv empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Everett Advisory Partners | Fiserv | Fiserv Precision Bank Platform | Core Banking | ERP Services and Operations |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
West Texas National Bank | Banking and Financial Services | 140 | $20M | United States | Fiserv | Fiserv Precision Bank Platform | Core Banking | 2015 |
In 2015, West Texas National Bank implemented Fiserv Precision Bank Platform as its Core Banking application for card and ATM operations, with Everett Advisory Partners serving as project manager. Everett Advisory Partners led project management for ATM and debit card initiatives, coordinating the middleware and card processing workstreams and overseeing vendor transitions across card and ATM operations.
The implementation included a middleware upgrade to CSFi EZswitch G4 and a debit card conversion from First Data StarStation to Fiserv Precision Bank Platform, with configuration work focused on business debit card issuance and the mass reissue of business debit cards for all business demand deposit accounts. The project also encompassed EMV chip card implementation, which required card production orchestration, reissue sequencing, and cutover planning to align card stocks and PIN management with the new Fiserv Precision Bank Platform.
Integrations and operational coverage were explicit and coordinated, the CSFi EZswitch G4 middleware was instrumented between card authorization flows and the new Fiserv Precision Bank Platform, and ATM maintenance responsibility transitioned from Smith Hamilton to BancSource for first and second line support. Operational scope targeted debit and credit card operations, ATM service and maintenance, and retail deposit product workflows, with governance centered on coordinated cutover windows and vendor handoffs managed by the Everett Advisory Partners project manager.
Program governance emphasized mass reissue logistics and vendor change control, including sequencing of EMV issuance, cardholder notification, and ATM maintenance transition. The rollout included a business debit card launch and full business DDA reissue, and the project forecasted an interchange income increase of approximately $200 thousand per year as part of the card conversion and new product pricing tied to the Fiserv Precision Bank Platform.
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