CMS Case Study

Deposits360°® Cloyd Bank & Trust March 4, 2022

Confidential Page 1 of 6

Table of Contents

1. Proposed Services ................................................................................................................... 2 1.1 Objectives......................................................................................................................... 2 1.2 Deposits360°® Level 1: Core Deposit Study & Assumption Monitoring .......................... 2 1.3 Deposits360°® Level 2: Customer Analytics Platform...................................................... 3 1.4 Project Management & Process Overview ...................................................................... 4 2. Estimate of Time and Fees...................................................................................................... 5 3. Why Choose Darling Consulting Group?................................................................................. 6

DCG  260 Merrimac Street  Newburyport, MA 01950  978.463.0400  Fax: 978.465.6033  darlingconsulting.com

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