Independent readiness assessments for community banks and credit unions planning core conversions, mergers, and technology migrations. No vendor bias. No surprises. Just the truth about whether you're ready.
Talk About Your ProjectTheir incentive is to close the deal and start billing, not to tell you that your data isn't clean, your timeline is unrealistic, or your operations team is about to revolt. You need an independent voice in the room before the contract is signed.
Core conversions are rare events. Most institutions go 15-20 years between them. Your people are smart, but they don't know what they don't know. The patterns that predict failure are only visible to someone who's seen them repeatedly.
Each assessment is built on a comprehensive framework covering technology, data, people, vendors, compliance, costs, and governance. Modular by design — scoped to your situation.
The comprehensive assessment for institutions planning a full core platform migration. Covers every dimension — technology ecosystem, data, vendors, contracts, people, governance, regulatory, costs, and risk. Designed to answer one question: are you actually ready?
For institutions planning a single system migration — lending platform, digital banking, card processing, or similar. Narrower scope, but the same rigorous framework applied to your specific project. Also ideal for institutions early in the evaluation process who want a focused readiness check before committing.
For institutions considering an acquisition. Understand what you're buying before the deal closes — technology stack, integration complexity, contract liabilities, staff retention risks, and realistic timelines. Your findings can influence the deal price or the decision to proceed.
For institutions evaluating AI tools — chatbots, fraud detection, document processing, lending automation. Cut through vendor hype and assess whether your data, infrastructure, and team are actually ready. Includes regulatory implications specific to AI in banking.
Get a rough sense of what your technology conversion could actually cost. These ranges are based on real-world outcomes, not vendor estimates.
Select the parameters that match your situation.
Select your project parameters and click Generate Estimate to see projected costs and timeline.
No bloated consulting engagement. No team of juniors. One experienced advisor, a proven framework, and a clear deliverable.
30-minute conversation to understand your situation, scope the engagement, and confirm fit. No charge, no obligation.
You complete an intake questionnaire and upload key documents through our secure client portal. Your data never touches public systems.
On-site or remote interviews with key stakeholders. Technology review. Vendor evaluation. Organizational and data analysis. Typically 3-5 days.
Comprehensive readiness report with risk scorecard, prioritized recommendations, and a clear go/no-go assessment. Presented to your leadership team.
Coppermoon Consulting was founded by Rod Garlick, a banking technology specialist with 27 years of hands-on experience managing implementations for financial institutions ranging from community credit unions to Fortune 500 banks.
Rod has worked across 50+ technology implementations spanning core system conversions, single system integrations, affiliate bank acquisition programs, digital banking platform rollouts, lending system migrations, and complex multi-vendor programs. He understands not just the technology, but the organizational dynamics, vendor politics, and regulatory landscape that determine whether a conversion succeeds or fails.
Coppermoon exists because community banks and credit unions deserve the same caliber of independent advisory that large institutions get from the big consulting firms — without the six-figure price tag, the team of junior consultants, or the three-month engagement timeline.
Every assessment is conducted personally by Rod, enhanced by AI-powered analytical tools for faster, more comprehensive analysis. Your institution gets direct access to decades of pattern recognition — not a methodology binder.
Core conversion, digital platform deployment, merger integration, or AI initiative. Tell us where you are and we'll tell you how we can help.
Utah
Your data stays private. All information submitted through this form and our secure client portal is encrypted and never shared. We use private API connections with zero data retention for all analytical work.