Implementation expertise for banks and credit unions

Hands-on experience managing core system conversions, affiliate bank acquisition integration, digital banking platform rollouts, and complex multi-vendor technology programs for financial institutions of all sizes.

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27
Years in Banking Tech
20+
Core Conversions
15+
Digital Banking Rollouts
$10M–$50B
Institution Asset Range
Services

What We Do

Supplementing your team's ability to successfully implement new technology and improve the customer experience at your financial institution.

Core Banking Conversions

"Core system conversions are like performing open heart surgery on a patient that's awake," said one financial institution CEO. Fortunately, they're a rare event — but that also means your team has little experience with them. Coppermoon can help manage project plans, warn about troubling patterns, and assist workstream leaders in testing and coordination.

Digital Banking Implementation

Online banking, mobile banking, bill pay, P2P payments, remote deposit capture, lending systems, payment processing, and card management platform rollouts for banks and credit unions. From vendor selection through go-live and post-launch stabilization.

Program Management

Multi-workstream project tracking, dependency mapping, vendor coordination, milestone reporting, risk management, and executive dashboards. When you have 20+ teams and a dozen vendors all working toward the same go-live date, Coppermoon keeps it all moving.

Systems & Technologies

Deep experience across the major platforms that power banks and credit unions.

Core Banking Systems Mobile & Internet Banking Mortgage Lending Origination & Servicing Consumer Lending – Retail (Direct) & Dealer (Indirect) Credit & Debit Cards Payment Processing Salesforce Fiserv Jack Henry Symitar Finastra Corelation ICE Mortgage Technology MeridianLink nCino HubSpot
About

Rod Garlick

Rod Garlick has spent 27 years helping financial institutions navigate technology transitions — from community credit unions to Fortune 500 banks. His work sits at the intersection of technology and operations: making sure that when an institution converts its core system or rolls out a new digital platform, everything works on day one.

Rod combines implementation delivery experience with a consultative sales background, which means he understands both what the technology can do and what the institution actually needs. Whether it's coordinating 24 teams across a multi-workstream core conversion or guiding a credit union through its first mobile banking launch, he brings the same hands-on project discipline.

Based in Utah. Available for contract engagements nationwide.

Implementation & Delivery

20+ full-lifecycle core conversions and digital banking rollouts as primary project manager

Sales & Pre-Sales

Consultative selling, solution design, and executive presentations to C-suite decision makers

Full Spectrum Experience

Institutions from $10M community credit unions to $50B+ enterprise banks

Get In Touch

Let's Talk About Your Project

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Coppermoon gives you another pair of hands — no matter whether you're planning or in the midst of a core conversion, digital platform deployment, or other technology initiative.