Personalized Digitalization - An Oxymoron or a Real Thing?
Financial institutions continue to invest in automation, analytics, AI, and digital technologies in an effort to provide more services, mitigate risk, increase efficiencies, drive revenue, and reduce costs....
Open Banking - Item Processing Integration and Automation
The Challenge A super regional bank was looking for methods of streamlining its item processing operation, shortening the processing cycles, reducing the overall costs, and decreasing the complexity...
Open Banking - Data Integration Between Entities
The Challenge A bank needed to make its retail customer profile data and bank product and services data available to 3rd party payment provider systems to enable new...
FinTech Software and Data Company M&A
The Challenge A FinTech software company placed itself on the market for sale. Detailed due diligence was necessary to determine the value, risk, and cost of integrating the...
Loan Packaging Optimization with RPA
The Challenge The loan packaging process needed to be shorter with reduced manual human error and rework and at a lower cost to remain competitive in the market...
Harnessing Your Customer Data for ROI and Value Add
The Challenge A US based financial market data provider had grown from $10M in revenue and roughly 30 products into a world-wide $60M revenue firm with over 100...