Banking – Peak IQ

Financial Services

OUR FOCUS

Strategy That Works. Technology That Lasts.

We are a consulting firm that partners with banks, credit unions, and fintech companies to strengthen their technology and operations. Our work focuses on helping financial institutions modernize their core systems, streamline payments, and enhance digital banking experiences.

We support clients through every stage of transformation—from core banking conversions and platform modernization to data engineering and analytics. Our team also provides expertise in API strategy, systems integration, and vendor
evaluation to ensure technology investments deliver long-term value.

By combining financial industry insight with technical capability, we help institutions improve efficiency, reduce risk, and position their organizations for sustainable growth.

Core Banking & Vendor Strategy

Empirical and qualitative evaluation models for banking vendors, expert negotiation and pricing guidance.

Digital & Payments Transformation

Customer-first design research and integration, real-time payments, instant transfers, and next-gen rails.

Align Bank Strategy With Its Operations

Operating models with compliance guardrails (OCC/FDIC/NCUA/HIPAA).

Core Conversions

Hands-on leader. ship and technical expertise in managing core system conversions, minimizing disruption while ensuring regulatory compliance and operational continuity.

Data Engineering & Systems Integration

Breaking down silos between EHRs, patient engagement tools, and analytics systems to improve care outcomes and operational efficiency.

Data Engineering
& Integrations

Building pipelines, APIs, and middleware that connect core systems, payments, and third-party applications — ensuring smooth data flow and real-world execution.

Loan Origination & Loan Management Integrations

Expertise in integrating LOS/LMS systems with cores, digital platforms, and compliance engines to streamline the entire lending lifecycle.

Risk, Compliance & Security

Audit readiness, WISP programs, vendor oversight, and regulatory alignment across OCC, FDIC, NCUA.

Compliance & Security

End-to-end HIPAA/HITECH alignment, vendor risk management, and secure data infrastructure.

The Integration Spine

Hover or tap a node to highlight connections across core, payments, lending, EHR, CRM, and governance systems.

If your organization is seeking a trusted advisor to navigate today’s banking challenges and capture new opportunities, we welcome the chance to connect and explore how we can support your goals.