Web Portal Solutions for Banks and Credit Unions

Dependability
 
Experience
 
Simplicity
 
Value

Professional Services

RTE Financial Services (RTE FS) is a company with a strong customer focus; a dedication to customer service; a commitment to bringing dependable, simple to use products that perform complex tasks to the marketplace.

 

RTE FS brings the same commitment to its professional services as it does to the software it resells. RTE FS provides professional services in the areas of compliance, strategic planning, web site design and software development.

 

Compliance

  • Compliance services are provided in the following areas:
  • Bank Secrecy Act and OFAC
  • Customer Identification Policy
  • Risk Based Lending
  • Consumer Regulation Requirements
  • Business Services

 

View Compliance Update archive

 

Strategic Planning

Whether you are updating an existing plan or creating a new one; whether you are looking at a twelve-month or three-year plan; we can guide you through the process. We provide a detailed look at:

  • Market Environment
  • Economy
  • Competition
  • Customer/Member
  • Technology

 

Software Development and Web Design

RTE FS, through its relationship with riteSOFT, LLC, offers a highly customizable, scalable, fully-integrated set of software development processes, principles, and proven practices designed to deliver the results required by you.

 
The process is designed to:
  • Establish a plan for successful software planning, development and delivery
  • Establish clear project expectations
  • Provide accurate estimates
  • Provide consistent high quality deliverables to the customer
  • Avoid surprises, cost overruns, unmet expectations