Now accepting 2026 engagements with banks, credit unions, and fintech companies — Book a Consultation

Where Financial Services Strategy, Technology & Growth Meet.

AdvanEDGE helps banks, credit unions, and fintech companies evaluate technology, improve operations, implement solutions, and turn complex ideas into measurable growth.

10+ YearsInside the Abrigo / Sageworks ecosystem
$100B+In lending operations transformed
4 Service LinesOne integrated partner

One Partner, Start to Finish

Strategy → Technology → Implementation → Adoption → Growth

Most firms own one of these stages. Advanedge connects all five, so the strategy that gets approved is the one that gets implemented, adopted, and grown.

1

Strategy

Set direction, build the roadmap, and choose the right partners.

2

Technology

Assess platforms, evaluate vendors, and design the integration architecture.

3

Implementation

Configure, integrate, and redesign workflows around the platform.

4

Adoption

Train users, support the platform, and keep improving after go-live.

5

Growth

Turn capability into market position, pipeline, and measurable results.

What We Do

Four Service Lines. One Integrated Partner.

Engage one service line or all four. Every engagement draws on the same deep financial-services and banking technology experience.

Who We Serve

Built for Both Sides of the Financial-Services Ecosystem

Institutions and the fintechs that serve them need the same thing from a partner: someone who understands both sides.

Banks & Credit Unions

Technology that performs — guided by someone who has lived inside it.

From platform selection through long-term support, we help community financial institutions make better technology decisions and get more from them.

  • Evaluate and select lending and banking platforms
  • Implement and integrate with confidence
  • Optimize Abrigo and the platforms you already own
  • Keep systems supported and adopted after go-live
Solutions for Financial Institutions

Fintech Companies

Help banks and credit unions understand, trust, and buy what you’ve built.

We bring practical understanding of how institutions evaluate, buy, implement, and adopt technology to your positioning and go-to-market.

  • Messaging built around how institutions evaluate technology
  • Executive thought leadership and vendor spotlight campaigns
  • Launch and go-to-market support for community banking
  • Implementation insight that answers buyer questions early
Solutions for Fintech Companies

The Advanedge Difference

The Bridge Between What Gets Built and What Gets Adopted

Most consultants are either strategic or technical, and most marketers have never sat on the buyer’s side. Advanedge connects all of it.

Fintech capabilities

What the product can do

Financial-institution needs

What the institution must achieve

Strategy

The plan leadership approves

Execution

The work that actually gets delivered

Technology

The platform that goes live

Adoption

The people who use it every day

Product messaging

What the vendor says

Buyer understanding

What the institution hears and trusts

“Marketing built by someone who understands the buyer.”

The same banking-technology experience that guides our advisory and implementation work shapes every message we help fintechs bring to market.

Marvin Tellez

Founder & Principal Advisor, Advanedge Consulting

Marvin Tellez is a fintech strategy leader and digital transformation executive who has spent his career at the intersection of banking technology and operational execution. He founded Advanedge Consulting to give banks, credit unions, and the fintech companies that serve them access to the kind of partner he wished existed — one who speaks the language of the boardroom, the implementation team, and the buyer.

His expertise is built from the inside out. With deep operator-level experience across the Abrigo ecosystem — including LOS implementation, Jack Henry integration, workflow design, and AI-enabled lending operations — Marvin brings a level of platform knowledge that most consultants simply don't have. He understands the difference between a technically successful go-live and a transformation that actually changes how a bank operates.

Marvin has served as a trusted technology advisor and executive leader for community banks and credit unions across the country, earning recognition from CEOs, CIOs, and technology officers for his ability to bridge strategic vision with practical delivery. He holds graduate-level education from Harvard Extension School and has authored published work on AI in banking, intelligent document processing, and embedded finance.

Based in the Dallas-Fort Worth area, Marvin works with banks, credit unions, and fintech companies nationwide — from strategy and technology through implementation, adoption, and growth.

Book a Call with Marvin

Deep Experience Across the
Banking Technology Landscape

Hands-on experience across the platforms banks and credit unions rely on — and the fintech ecosystem building what comes next.

Abrigo
Jack Henry
Finastra
BankPoint
Encapture
VerticalIQ
PortX
Sageworks

What Industry Leaders Say

John Brichetto headshot

"His astute integration of technology has revolutionized our banking operations, enhancing efficiency and customer experience. Marvin possesses an exceptional blend of technological expertise and strategic acumen."

John Brichetto

CEO, President & Chief Banking Officer

Michael Bryan headshot

"He played a key role in advancing our organization into the digital era. Marvin is adept at navigating technological challenges and driving significant transformations. An invaluable asset to any organization."

Michael Bryan

Retired CIO

Tom Heruska headshot

"His outstanding professionalism and strong communication skills allowed him to manage one of our large, complex projects. Marvin has exceptional project management skills and a deep understanding of banking systems and processes."

Tom Heruska

CEO, BankPoint

Fintech Frontier: Insights and Innovations

May 27, 2026

Why Loan Origination System Implementations Fail — And What to Do About It

Read Article

June 16, 2026

AI in Fintech: Beyond the Hype to Real-World Impact

Read Article

June 23, 2026

AI in Lending: What Community Banks Are Actually Doing in 2026

Read Article

July 14, 2026

What $100B+ in Lending Transformations Taught Me About Sequencing

Read Article

August 6, 2026

Where Jack Henry and Abrigo Actually Break

Read Article

September 24, 2026

Why Banks and Credit Unions Say No to Good Fintech

Read Article

Wherever You Are in the Journey,
Start With a Conversation

Evaluating, implementing, supporting, or going to market — tell us where you are, and we will show you where we can help.

Book a Consultation

Financial institution? See the Modernization Assessment