Financial Strength Target First Citizens BancShares, a top 20 U.S. financial institution with substantial assets and a nationwide footprint, for potential treasury management, corporate lending, and wealth management solutions.

Digital Transformation Leverage their multi-technology stack (SAP, SonarQube, Argo CD, Microsoft Clarity, Imperva, Lucidchart, UKG, Microsoft Teams) to propose integrated security, data analytics, DevOps and collaboration enhancements throughout banking operations and branch digital experiences.

Growth Footprint With over 500 branches across 30 states, identify opportunities in branch modernization, omnichannel services, and SME banking solutions to deepen market penetration and cross-sell wealth, lending, and commercial products.

Industry Trends Position offerings around retirement and income-focused advisory services given the CIT and retirement-oriented news in the wider market, aligning with products that support defined contribution plans, private credit access, and transition strategies for long-term customer retention.

Wealth & Investment Capitalize on the bank’s involvement in commercial lending, leasing and wealth clients by offering data analytics, risk management, and technology-enabled advisory platforms to enhance asset growth, client experience, and scalability.