Testimonials

What Community Banks Are Saying About ICEBERG

Bankers Share Their Experience with ICEBERG

Kevin Pernick

President & CEO | Bank Plus | Estherville, Iowa

Call Todd! He saved us a mint!

John Rigler II

Chairman | Peoples Bank | Clive, Iowa

Iceberg’s process is the best process we have had and will realize the most savings over previous contract negotiations. This guy is different.

Derrick Kooistra

SVP, CIO | Mercantile Bank | Grand Rapids, MI

I love the way your mind solves puzzles.

Stephen Clements

President & CEO | Citizens First Bank | Clinton, Iowa

Todd has been a great resource for Citizens First. I highly recommend a conversation with Todd about any partnership you have at your community bank.

Peg Scott

CEO | Union State Bank | Greenfield, Iowa

I vowed to never work with a consultant ever again! You changed my mind!

Jill Breitrick

Operations | Premier Community Bank | Marion, WI

Iceberg combines the institutional knowledge of large firms with personalized services.

John Rigler III

President & COO | Peoples Bank | Clive, Iowa

You saved our skin!

Scott Willman

VP Compliance, BSA, BSO, ISO | Iowa State Bank | Fairfield, Iowa

Awesome product!

Jennifer Elliot

COO | Bluff View Bank | Galesville, WI

Iceberg delivered clear and descriptive collateral that effectively communicated project objectives that kept our leadership team well informed throughout the negotiations.

Jessi Christensen

CFO | Union State Bank | Greenfield, Iowa

We have recommended you to everyone!

Kevin Swalley

Chairman | GNB Bank | Grundy Center, IA

Todd is very professional and respectful of his client's needs. Over delivers and exceeds your expectations. Best company rep ever.

Jason P. Freyou

COO | Home Bank | Lafayette, LA

I offer a strong professional reference and recommendation on behalf of Todd Morgan. Todd represented our company in a recent negotiation on a major contract. My team and I were very impressed with his results, responsiveness, and professionalism. Todd is very knowledgeable and has a very detailed approach that was essential to our success.

Eddie Gammon

CFO | Reliant Bank | Brentwood, Tennessee

Todd and the team worked with my bank on a core and ancillary vendor review. Though the engagement was not completed (due to a merger), I was able to work with Todd for 6 months and through about 80% of the project. Todd brought extensive knowledge to the project and very capably guided us each step of the way. He was a very quick study on what we were looking for in new solutions and he added some new options for us to consider. Todd is very detail oriented and is able to capture minute details from meetings and conversations. While being very protective of other clients, I felt that we benefitted from all of his other engagements in the way that he led us during the project. I can say that Todd was very respected by my bank team, and I would not hesitate to recommend him to any bank.

Jerry Cooksey

CFO | Reliant Bank | Brentwood, Tennessee

Todd and the team worked with ours on a project to identify a new core. While the project had to be halted due to a merger being announced, he and the team asked insightful questions about our operations and automation goals, and offered many recommendations along the way as to which core handles certain processes in ways that better fit our needs. Their ability to speak to the strengths and weaknesses of multiple cores as they should fit OUR needs gave us a lot of confidence that we would be able to pick the right core with their assistance. We also were looking forward to hearing their recommendations on core contracts and pricing, which are said to be even more of a compelling case for their company, but we terminated the process before we got into those areas.

Eric Meacham

VP, Systems Support Manager | Reliant Bank | Brentwood, Tennessee

Todd was integral in data gathering and vendor negotiations during a project on which we were both working. His understanding of business processes, banking operations, and core banking vendors was an integral part of our success. While ultimately the project was cancelled (due to an impending bank acquisition announced mid way) Todd’s leadership was vital an evident during the entire process.

Beneath the Surface: Customer Journeys

Mercantile Bank - Grand Rapids, MI

Challenge

Following a period of remarkable growth to $6.1B, a multi-billion-dollar Midwest bank reached a strategic inflection point with its technology. Its long-standing "best-of-breed" approach had created a diverse suite of systems, leading to operational complexities that were not always aligned with its corporate growth strategy. The bank recognized the need for a more cohesive technology roadmap to better support its ambitious vision and enable the next phase of scalable growth.

Result

ICEBERG partnered with the bank as its strategic advisor, guiding the leadership team through a complex vendor evaluation and negotiation process. The engagement became a catalyst for transformation; by helping the bank visualize new outcomes and executing a negotiation strategy to achieve them, ICEBERG created a framework where technology and corporate objectives were fully aligned. This new model empowers the bank to make consistent, forward-looking choices, transforming technology from a cost center into a strategic asset that drives enterprise value.

AUM
$
billion
Time to market leader
years
Strategic transformation

Bank Plus – Estherville, IA

Challenge

A closely held, ag-heavy community bank—ranked #2 nationally in ag concentration—was under pressure to improve performance without expanding its balance sheet. With margins tightening and core processing costs climbing, the bank needed meaningful expense control without operational disruption.

Result

ICEBERG negotiated significant cost compression in the bank’s core processing agreement, unlocking a 23 basis point improvement to ROA—driven entirely by vendor savings, not asset growth.

Basis point increase in ROA:

The Stephenson National Bank & Trust – Marinette, WI

Challenge

A 150-year-old community bank had just completed a 36-month strategic plan, laying out a careful roadmap for system upgrades and operational improvements. With a multi-year horizon in place, the bank engaged ICEBERG to support execution and ensure alignment as initiatives moved forward.

Result

With ICEBERG’s guidance, the bank compressed a 36-month plan into just 10 months—without cutting corners. The result was a complete modernization of key systems, including a new core, LOS, TM platform, real-time payments, and a full overhaul of merchant services. Debit card interchange revenue increased meaningfully, and the bank gained sharper operational and profitability reporting to support stronger, data-driven decisions. Vendor relationships were strengthened, shareholder value was delivered, and the bank advanced its strategic plan far ahead of schedule.

Strategic projects
completed

Commercial Savings Bank – Carroll, IA

Challenge

A closely held, commercial-focused community bank was mid-negotiation with its loan documentation vendor, preparing to move from an in-house system to a hosted environment. With timelines already in motion, the bank needed clear, experienced guidance on terms and conditions—along with tight cost control—without disrupting the project or straining the vendor relationship.

Result

ICEBERG stepped in quickly and effectively, bringing the clarity and expertise needed to evaluate, restructure, and negotiate the agreement. Costs were compressed, contract terms strengthened, and the hosted transition stayed on track. Within weeks, the bank had a better deal, a smoother path forward, and a stronger foundation with its vendor—all without missing a beat.

Time to value
days

Iowa State Bank & Trust – Fairfield, IA

Challenge

A rural community bank was preparing to modernize its website and weighing three options: two recommended vendors and its incumbent provider. While each appeared viable, the bank struggled to see clear differentiation—and to align the decision with its mission, customer expectations, and operational goals. With timelines approaching, clarity and confidence were needed to move forward with purpose.

Result

ICEBERG stepped in as a trusted guide, helping the bank cut through the noise and refocus on what mattered most: purpose alignment, operational fit, and customer usability. We brought clarity to the evaluation, surfaced meaningful differences, and negotiated stronger contract terms with real savings. The result: a confident decision, a better agreement, and a website platform that serves both the bank and its customers—on their terms.

Decision Confidence
%