We have extensive experience in back-office operations for banks and other financial institutions. The principal owner has been a leader in employing new technologies to improve efficiencies at banks across the country. We also bring over 25 years of banking know how and hands-on experience with most every aspect of modern banking operations.

In addition to a thorough knowledge of the technical aspects of banking operations, Pivotal Financial Resources has successfully passed numerous regulatory reviews by all the various governing agencies. This background provides a great base to provide or develop audits, policies, procedures and responses to regulatory reviews or industry standards. The owner is also recognized as an expert in the area of ACH and has received the AAP (Accredited ACH Professional) designation from NACHA.

Let us help you improve your banking operations.  Contact us today for more information on our consulting services and competitive price.