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[Free Webinar] Things to Consider Before Your Next Core Negotiation

If you have a contract negotiation pending with either your core provider or another large technology company, join us to discuss some of the trends the Remedy team is seeing with large technology vendors.

OnDemand
Recorded Wednesday,
October 30th, 2024
Presented by Charlie Kelly
1h total length
$0.00

Includes: 12 months of OnDemand playback access

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Charlie Kelly spent 13 years as the VP of Pricing and Contracts at one of the largest vendors in the industry, and today has the rounded experience of running a consulting firm that focuses on negotiating with all core vendors. Through interesting anecdotes and with a sense of humor, Mr. Kelly brings experiences and recent trends to better help you better understand the negotiation landscape.

What You'll Learn

  • Optimizing your negotiation to get the best results
  • Trends: new negotiation techniques vendors are using that you should be aware of
  • Discuss how much data your core vendor uses when deciding on your renewal pricing
  • Intangibles: some techniques for using the core vendor’s size and complexity to your advantage

Who Should Attend

C-Suite, VPs, directors, and anyone involved in a financial institution's core negotiation process will benefit from this session.


Charlie Kelly

Instructor Bio

Charlie Kelly is a Partner at Remedy Consulting. Remedy Consulting advises community financial institutions (FIs) on Technology Contract Negotiation, Technology System Assessments & Project Management Services, Technology Contract Terms & Conditions Improvements, and Technology Strategy. Charlie hosts a thought leadership podcast for bank and credit union executives called BankTalk which is the most downloaded podcast in the Community FI space.

Prior to Remedy, he served as the Vice President of Product Pricing and Contracts at Fiserv, where he was responsible for negotiating client contracts setting product and pricing strategies. Charlie also has over 15 years of experience managing operational teams in the banking and mortgage industries with a focus on technology project management including the re-write of a major core software platform.

Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and an MBA from Marquette University. He serves as a regular speaker at bank and credit union industry events and has been published in multiple trade publications.