We would be happy to provide a large list of references and sort them by services, asset size, state and/or systems. Our references range in size from denovo to $40 billion in assets with the majority being under $3 billion. Following are some comments by our clients regarding their experience with our service.

Partnership.  A term often bandied about but seldom experienced in client/provider relationships.  However, it is that asset which clearly has characterized the working relationship between The Fauquier Bank and Harper McNeil.  Consistent, insightful guidance provided by HM contributed greatly to the success of the Bank’s recent core conversion.   From the scheduled conference calls to the unscheduled crises, the partnership established during this bank-wide effort proved to be a stabilizing influence as the Bank engaged in one of the most complex initiatives in its 107-year history.  We are grateful that during this challenging effort we have the associates of HM as our partners.  We will certainly be counting on them as we continue to grow the Bank and engage in new opportunities. 

The Fauquier Bank, Warrenton, VA
The Fauquier Bank converted their core processing in 2009. The conversion included core loans and deposits, teller, general ledger, EFT, internet banking, platforms and all the smaller applications associated. The bank’s size is $530 in assets.

The assistance provided to our bank by Harper McNeil has proven to be invaluable during our recent core software vendor selection and conversion process. Their knowledge, professionalism, negotiation skills and guidance were surpassed only by their willingness to help. I highly recommend their services to any bank given the task of selecting a vendor or managing a conversion.

The Farmers Bank of Appomattox, Appomattox, VA
The Farmers Bank of Appomattox converted their core processing in 2008 after completing a system search with our company. The conversion management included core loans and deposits, teller, general ledger, EFT, internet banking, platforms and all the smaller applications associated. The bank’s asset size is $165 million.

The Harper McNeil team helped us analyze vendor bids that were all quite different in description and terminology making them difficult for us to compare. They were careful in trying not to direct us in a particular direction but one that was fact based and best suited for our new bank. I am confident that the cost of their services was saved many times over the final negotiated contract.

Blue Harbor Bank, Mooresville, NC
Blue Harbor Bank used our company for a system search and installation management while opening their bank. The bank’s asset size now is $90 million.

I sincerely appreciate the assistance the Bank received from Harper McNeil during our recent system search and conversion. With the superb expertise and knowledge of such an outstanding firm, the process of conversion was made much easier for our staff. The team from Harper McNeil provided detailed explanations, presented questions and answers and offered thorough assistance where needed. The efficiency, courtesy and professionalism received from Harper McNeil was impeccable and a job well done.

Security Federal Savings Bank, McMinnville, TN
Security Federal Savings Bank used our company for a system search and conversion management. The bank converted core loans and deposits, teller, general ledger, EFT, internet banking, platforms and all the smaller applications associated. The bank’s asset size is $160 million.

Harper McNeil made sure the proposals we saw were for the products and services our bank needed; not those the vendors were trying to sell.  They took a personal interest in our project and “went to bat” for us more times that I can count.

First Peoples Bank, Pine Mountain, GA
First Peoples Bank used our company for a system search and conversion management.  The bank converted core loans and deposits, teller, general ledger, EFT, internet banking, platforms and all the smaller applications associated.  The bank’s asset size is $78 million.

After interviewing several consulting firms to assist us in determining the most viable direction for the bank, we felt that Harper McNeil was the best fit for us. Their knowledge of systems and their understanding of the challenges facing community banks was superior to the other consultants we considered. Best of all, we felt comfortable with Harper McNeil. Although, our project is ongoing, feeling comfortable with your consultant is important when their assistance in our business decisions will affect the long term operations.

Bay Bank & Trust Co., Panama City, FL
Bay Bank & Trust Co. used our system search service. Their decision allowed them to use their existing software while switching from in-house processing to service bureau processing. Their asset size is $250 million.

Harper McNeil has been instrumental in assisting Mountain 1st become one of the fastest growing start-up banks in the history of the Carolinas. We do not consider them a vendor but rather a partner in our business, a partner that understands all aspects of our business. They have taken the time to get to know us and have provided valuable information and insight that we would not have had otherwise to help make us successful.

Mountain 1st Bank, Hendersonville, NC
Mountain 1st Bank used our system search services in 2008-2009 and their asset size is $700 million.