Fredrick Martin Advisors, LLC

We believe that your strategic business plan should entail more than just numbers. Setting goals to grow the bottom line is always important, but at Frederick Martin we will help you develop an executable, well-rounded strategic plan that will establish a road map for your organization to follow that is designed to achieve your objectives. Read more…

One of the most important sections within your strategic business plan regards technology. The cost of technology and the necessary support for that technology is most often one of your highest expense budget items. Prioritizing and planning your spending on new technology will keep you from encountering unwanted “surprises” when you least expect them. Read more…

Whether you are selecting a complete new core system or a single ancillary system, the advisory staff at Frederick Martin can streamline the process and guide you through selecting the most appropriate vendor. We have performed hundreds of systems selections using our proven methodology. We have no alliance or referral agreements with any vendors so the system selected will be the one that is most appropriate for your organization. Read more…

Most vendor contracts are written to protect themselves, not you! Many of our clients tell us that they have limited experience in knowing how to negotiate more favorable contracts with their technology vendors for either the terms or to get better pricing. At Frederick Martin we have negotiated hundreds of contracts and maintain a database of vendor terms that has proven invaluable for helping our clients. Read more…

Traditional deposit operations and lending processes do not allow financial institutions the opportunity to take advantage of newer technologies, nor do they provide the end customer the most effective business relationship. Frederick Martin Advisors will differentiate you from your competition by enabling you to serve your customers and/or members more quickly and efficiently. Read more…

Developing business continuity plans have often been seen as a task that no one wants to do… but it has to get done. Many financial institutions either labor for months or hire expensive consultants who create massive plans that many times end up sitting on the self collecting dust. Read more…

Are you still managing your vendor relationships with file folders or spreadsheets? With increasing regulatory scrutiny of outdated vendor management programs keeping everything organized can feel like a full-time job. Read more…