Advisory Services

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.

Schedule your program today: Request Form

Consulting Services

Don’t Let Your Payments Projects Stall—Accelerate with SFE Consultants

At Southern Financial Exchange, we specialize in turning your ideas into action. Whether you're launching a new product, starting ACH origination, or refining your risk management strategy, our experts are ready to create a consulting program tailored to your exact needs.

Our customized programs cover a wide range of emerging payments topics—from policy and procedure development to long-term payments strategy. Whatever your goal, we’ll help you get there faster and more confidently.

Ready to move your project from the back burner to full boil? Contact us today to start building your personalized consulting plan.

Request for Proposal

 

"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!"

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

Custom Training Services

Tailored Training That Fits Your Needs

Southern Financial Exchange specializes in delivering tailored training solutions for banks, credit unions, originators, and third-party service providers. Whether you are interested in a topic from our education calendar or need a program built around your organization's unique operations, we’ll customize the content to meet your needs.

Our training can be delivered in flexible formats—including half-day, full-day, multi-day, or hourly sessions. Choose the option that suits your team best: interactive webinars or in-person sessions at your location.

Stay ahead of the curve in electronic payments with training designed specifically for your institution.

Compliance Service Inquiry & Scheduling Request

 

Consulting