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Built For Your Needs
Experience Matters When Important Decisions Are on the Line
About
Discovery: FI Solutions is your trusted strategic partner in navigating the complex landscape of financial technology and vendor relationships. Specializing exclusively in the unique needs of small and medium-sized credit unions, we deliver expert guidance through comprehensive core system reviews and third-party system evaluations to ensure your technology stack perfectly aligns with your operational goals. We bring deep, platform-specific expertise to your institution, offering custom programming and advanced automation utilizing Jack Henry Symitar PowerOn and Symform code to maximize your existing core capabilities.
Beyond software, we protect your bottom line and mitigate risk by managing the entire lifecycle of your vendor agreements—offering robust contract due diligence processes, meticulous contract reviews, and aggressive contract negotiations.
Testimonials
"I can attest to [Gary's] professionalism throughout the engagement and ability to communicate in a timely and clear manner. Gary reviewed and analyzed a large amount of detailed documentation and summarized it in a manner that was easy to understand. His recommendations were realistic to acheive and will save our credit union significant expenses over the life of the renewal contract."
Kyle W. Casburn, President and CEO Seabord Federal Credit Union
We had an excellent experience working with Discovery FI during our vendor due diligence and contract negotiation process. Gary’s expertise, responsiveness, and collaborative approach ensured transparency and efficiency throughout.
His professionalism and balanced negotiation style—advocating for our credit union while remaining flexible and constructive—resulted in a mutually beneficial outcome. We highly recommend Discovery FI as a reliable and effective partner.
Jamie Mawhinney, EVP - Chief Growth Officer
Atlantic Federal Credit Union
“Working with Discovery FI has been one of the most valuable partnerships that our organization has engaged in. They made the tedious process of contract renewal review and vendor due diligence easy to navigate which resulted in this relationship paying for itself. We would highly recommend Discovery FI to any credit union seeking a knowledgeable, reliable, and results-driven advisory partner.”
Ryan G. Poulin, Chief Executive Officer,
New Dimensions Federal Credit Union
Contact Us
Discovery: FI Solutions helps credit unions navigate strategic change. Reach out with any questions about our consulting services.