Case Study: Implementation of Dodd-Frank Regulations at TD Bank
TD Bank needed to implement a Dodd-Frank reporting system quickly to meet federal deadlines and regulatory compliance. See how I assisted their efforts.
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Financial Institutions
Case Study: Citizens Wealth Group – Regulatory Updates & Harmonization
Citizens Bank purchased Clarfeld Financial Advisors and quickly recognized the need to harmonize regulatory processes and procedures to integrate the two groups into one. How was it accomplished? Let me share the details with you here.
Crypto Pump Control – DirtiCoin Value
Crypto Pump Control – Scarcity is one of the determining factors of value for any medium of exchange, such as a currency. The scarcity, or abundance, of a currency is referred to as the monetary supply. When the amount of currency in circulation goes down, the relative value of each unit of currency goes up.
Case Study: Citizens Bank Acquisition of HSBC Branches & Assets
Read how I was able to guide Citizens Bank as they pursued their own digital transformation and the acquisition of HSBC bank concurrently, saving them time & money.
Case Study: Interim VP Core Banking Services at Northway Bank
So, what happens when most of the executives – with decades of experience – seek retirement, but no younger talent is ready to take on their jobs? Learn how I assisted Northway Bank in rural New Hampshire with such a dilemma.
Case Study: RISE2020 at Central Pacific Bank – Digital Transformation With Fiserv Architect
Here’s how I assisted Central Pacific Bank with their historic RISE2020 project through base functionality & business configurations.
Case Study: Alliance Data Systems Overhaul Leads to Greater Efficiencies to Better Compete in a Changing World
Needing a systems overhaul, it was essential for Alliance Data Systems (ADS) to reduce operating costs, improve system effectiveness and simplify its business model. How were they able to accomplish this? With my assistance, they were able to achieve their goals in just a few months.
Case Study: First Hawaiian Bank Transforms Outdated Systems
This case study is about how First Hawaiian Bank overcame its outdated systems and limited island resources to reimage itself as a digital bank for Hawaii, Saipan & Guam.
Case Study: Zions National Bank Transforms into a Fully Agile Enterprise during a Core Transformation
Read all about an ambitious re-visioning of a failed program, followed by a successful implementation that resulted in the confidence to move forward at Zions Bank.
Case Study: First Niagara Bank Boosts Operational Efficiencies
At times, businesses may experience mega success, which is great… right? Yes, but they experience problems handling such huge gains while on a limited budget and having to rely on existing resources. First Niagara Bank encountered such an issue. How was it resolved? Learn more about how I helped implement some major transformations…