Consulting case study financial services

Prudent payment integrity assessments and analysis of financial processes help family offices reduce risk and streamline financial reporting. How RSM conquered a time crunch in helping a large conglomerate prepare for an initial filing and life as a public company. Through rapid planning and execution, RSM completed a complex financial investigation for a large software company in a condensed timeline. Learn how RSM helped a bank perform due diligence and valuation during a major acquisition, and manage IT and telecommunications challenges.
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Converting data into insights at a financial services firm

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RPA Solution for Financial Services—Case Study | Cognizant

Since the Bank of America takeover, the Merrill culture transitioned to one that was more bank-oriented, with the focus shifting from serving clients to driving bank-related service metrics. Yet they wondered if what they were experiencing was specific to Merrill or changes within the industry at large. As a seasoned entrepreneur and the longer-tenured Merrill advisor of the team, Terry wondered if there were better alternatives for the team and its clients. It took a well-defined process to set them on a path to pinpointing their frustrations and outlining their goals—revealing 6 key areas that were most important to them. The Road Less Traveled Independent broker dealer advisor joins wirehouse: advisor seeks to leverage more robust platform, greater operational efficiencies and succession plan options. Wirehouse to Regional Wirehouse team moves to a regional firm: seeks cultural uptick and greater flexibility by moving to a regional firm. Going Independent — Twice An advisor, who was unsatisfied with his current broker dealer, learns that all BDs are not the same and joins Commonwealth Financial Network.
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5 tips for creating compelling case studies of consulting projects

View Cart Checkout. Industry Sectors. We worked with a leading 5-star hotel group with luxury hotels around the world to cultivate a culture of continuous improvement. An interview focusing on nurturing transferring CI skills and knowledge between a large global team the development of new, more structured framework for the team to work within.
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A private equity firm desired to sell one of its portfolio companies. The incumbent Chief Financial Officer and Controller left at the start of the sale process. The company could not hire another full-time Chief Financial Officer and Controller as it was actively engaged in the sale process. It needed two people for the short term who could work with its PE owner, the investment banker, the potential buyers, lenders and other stakeholders, and at the same time, continue to produce required financial information and to liaison with its auditors.
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