Consulting Services

"Working with SFE for our recent consulting session was an incredibly valuable experience. Pam and her team brought a wealth of knowledge, practical insights, and a collaborative approach that made the process both productive and enjoyable. Their expertise helped us evaluate our products, services, and audit findings with a fresh perspective, ensuring we’re aligned with industry best practices. We truly appreciate their partnership and look forward to future engagements!"

- Testimonial: Mollie Walker, SVP, Director of Cash Management, Guaranty Bank


Do not let projects simmer on the back burner. SFE Consultants can develop a customized consulting program to meet your electronic payment project needs. Programs may include: ACH Origination Start-Up, Risk Management, and Policy and Procedure Development, to name a few.

Southern Financial Exchange offers customized consulting on emerging payments topics. Our experts will design a program that fits your specific needs. Contact us to find out about creating a highly customized and effective program. Topics might include new product/ service launch, policy/procedure development, payments strategy, to name a few.

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Tip: Schedule early to ensure availability, efficient preparation time, and to avoid additional charges.