CLIENT INSIGHTS

WHAT OUR CLIENTS SAY

Mary Webb

When Jim Schartman first stated how much savings we could realize after re-negotiating our check printing contract I thought he was out of his mind! With no financial risk to us, we had Jim re-negotiate our check vendor contract. It was absolutely amazing how much cash and savings Jim was able to get us with our new contract. I do not believe that we would have been able to achieve anywhere near the amount of savings he delivered. I would HIGHLY recommend Jim Schartman to any bank that is in need of re-negotiating their check printing contract.      

MARY WEBB - SVP, KEARNY BANK
FAIRFIELD, NJ
Deb Davis

When we last negotiated our check printing contract, we felt confident that our vendor was really looking out for our best interests and gave us the best deal he could. Then I was introduced to Greg Baitt by a colleague. Greg was very easy to work with. I was skeptical after our initial discussions, so when Greg came back with his proposal with what he could save us we were amazed. Greg was professional from start to finish, very knowledgeable of our check printing vendor, respectful of our time and was a great partner to work with. I would highly recommend working with CPCC and look forward to a continued partnership.

DEB DAVIS - SVP BANK OPERATIONS OFFICER
BANK OF NEW HAMPSHIRE - LACONIA, NH
Norm Montgomery

I had the opportunity to work with Jim Schartman on our check printing contract negotiations as well as seeking his advice on some acquisitions. I was very impressed with his overall knowledge of the check printing business. Jim approached the engagement with a great level of care and partnership. Having access to a subject matter expert of Jim’s caliber provided significant value for our company that simply could not have been achieved without his support and experience. Even after his consulting fee, I am convinced our bank secured a much better financial package due to his involvement.

NORM MONTGOMERY - EVP
FIRST COMMONWEALTH BANK - INDIANA, PA
Ann Helm

I highly recommend Jim Schartman to help negotiate the very best product and pricing strategies for your check printing business. I consider myself experienced at contract negotiations but we didn’t know what we didn’t know. It would have been easy for us to simply extend the terms of our existing relationship and contract. This would have been to the detriment of our members and credit union. Jim’s process and industry expertise allowed us to save more than $500,000 with our current supplier over 5 years. This would not have been possible without Jim’s partnership. You owe it to your institution to use Jim’s assistance.

ANN HELM - EXECUTIVE VICE PRESIDENT
CENTRIS FCU - OMAHA, NE
Kathleen Campbell

Jim’s knowledge and expertise of the ins and outs of the check provider industry is second-to-none. After the first meeting, I was totally comfortable with his process and recommendations. He took the time to understand our goals and negotiated a financial and service deal with our existing check provider that was more than what we could have ever imagined. There is little doubt in my mind that we could have done this without his partnership. I highly recommend considering Jim Schartman as a partner for your next check vendor contract negotiation. You’ll be glad you did.

KATHLEEN CAMPBELL - SVP, DIRECTOR OF MARKETING
FIRST CITIZENS COMMUNITY BANK
Donna Gregson

I was STUNNED at the amount of cash and savings that CPCC negotiated on our behalf – Greg even exceeded his initial projection. I was extremely impressed with everything CPCC did. Their almost 40 years of check printing knowledge made all the difference in the world. I can’t imagine us being able to secure anywhere close to the amount of savings they delivered, even after their consulting fee. I would strongly recommend Greg Baitt to any financial institution that is considering using his services. It was the best decision we ever made!

DONNA GREGSON - EVP
PAWTUCKET CREDIT UNION - PAWTUCKET, RI
Angie Betts

We had little to no check printing program strategy before we met Jim. Now, since we have started working with Jim, we are much more proactive at how we look at our check printing contract and the impact it is having to our bottom line. This is all because of the work we have done with Jim. Our credit union will be saving more than $500,000 in check printing costs over 5 years. Jim only gets paid when the credit union saves money. It’s a win-win to partner with Jim.

ANGIE BETTS - EVP/COO
PEN AIR FEDERAL CREDIT UNION - PENSACOLA, FL
Brock Goggins

It has been a pleasure to partner with Greg Baitt and CPCC. They came highly-recommended from respected peer institutions, and the recommendations were absolutely accurate. Their extensive knowledge in check printing helped us negotiate a far better price than we could have ever accomplished on our own. We are extremely pleased with their partnership in this project and would highly recommend the services provided by Greg and CPCC!

BROCK GOGGINS - SVP RETAIL BANKING
GERMAN AMERICAN BANK - JASPER, IN
Tricia Raquepaw

Jim Schartman’s vast knowledge of check printing was obvious, and his assistance in helping our bank negotiate our check printing contract renewal was invaluable. His detailed contract knowledge led to an enormous savings for our bank that we never would have received on our own. I wish we had an impartial, third party expert like Jim for all of our large vendor contracts!

TRICIA SCHABEL - SVP, INDEPENDENT BANK
GRAND RAPIDS, MI
Bradford Langs

As with any business relationship, trusting your partner is critical to success. Jim Schartman and his consulting firm are the real deal. Jim is a long-time industry expert with regard to the check printing business. He is very knowledgeable, professional, timely, and delivers on his word. He actually outperformed on his savings estimates and saved our bank a great deal of expense. We would highly recommend his firm to anyone with check printing needs!

BRADFORD LANGS - PRESIDENT
CARTER BANK & TRUST - MARTINSVILLE, VA