Vertex Banking Foundation

7 clients: Prism Telecommunications Institute, Valley Financial Institute, Cornerstone Insurance Resources +4 more · USLI, Europe West

Open Pipeline

$188K

2 open

Expected Value

$52K

P(Pursue)×P(Win)×Value

Win Rate

82%

9W / 0L

Won Revenue

9 deals won

Avg P(Pursue)

62%

Avg Pwin A

46%

Avg Pwin B

34%

Service Lines

Pipeline by Stage

Value by Service Line

Consulting

Key People

Chen EdwardGonzalez CarolynLewis LoriDiaz JasonYoung HelenPatel MarthaSchulz Émilie

All Opportunities (13)

Opportunity	Stage	Value	Stated %	P(Pursue)↑	Pwin A	Pwin B	Service Line	Partner	Open Date
Optimized Sustainability Workshop - Pilot Prism Telecommunications Institute	QualifyDeclined	$8K	90%	--	--	--	Tax	Chen Edward	Aug 27, 2024
Unified Talent Strategy Platform Prism Telecommunications Institute	QualifyDeclined	$10K	90%	--	--	--	Tax	Chen Edward	Aug 27, 2024
Scalable Revenue Assurance Advisory - Phase 2 Valley Financial Institute	ClosingWon	$8K	90%	--	--	--	Consulting	Gonzalez Carolyn	Oct 21, 2025
Integrated ERP Implementation Migration Cornerstone Insurance Resources	ClosingWon	$242K	100%	--	--	--	Assurance	Lewis Lori	Nov 4, 2024
Extended Process Improvement Modernization - FY26 Cornerstone Insurance Resources	ClosingWon	$0	100%	--	--	--	Assurance	Lewis Lori	Nov 4, 2024
Innovative Cybersecurity Phase II - Renewal Crossroads Partners	ClosingWon	$978	80%	--	--	--	Tax	Young Helen	Oct 23, 2025
Enterprise Service Delivery Advisory - Phase 2 Emerald Technologies	ClosingWon	$56K	100%	--	--	--	Assurance	Lewis Lori	Oct 4, 2024
Enterprise Customer Experience Architecture - Renewal Nexgen Compliance Solutions	ClosingWon	$78K	70%	--	--	--	Consulting	Patel Martha	Jul 24, 2025
Regional Internal Audit Enhancement - Pilot Nexgen Compliance Solutions	ClosingWon	$123K	100%	--	--	--	Assurance	Schulz Émilie	Oct 17, 2024
Resilient Change Management Phase III Nexgen Compliance Solutions	ClosingWon	$0	100%	--	--	--	Assurance	Schulz Émilie	Oct 22, 2024
Innovative Operations Scale-Up - Phase 3 Nexgen Compliance Solutions	ClosingWon	$4K	100%	--	--	--	Assurance	Schulz Émilie	Oct 22, 2024
Unified IT Infrastructure Platform - Renewal Crest International	Identify	$84K	10%	61%	52%	55%	Consulting	Diaz Jason	Jan 8, 2026
Enhanced Governance Architecture - Renewal Nexgen Compliance Solutions	Identify	$104K	50%	63%	39%	14%	Consulting	Patel Martha	Feb 9, 2026

GPS Sales and Pipeline

Vertex Banking Foundation

Key People

All Opportunities (13)