The Bankers Guide

SaaS that aggregates banking rules and best practices as it applies to specific business units. That is the short version of The Bankers Guide. The job it does: building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Banking. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

The Bankers Guide is based in Ashburn, Virginia. More on thebankersguide.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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