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 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 backburner. 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.