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05 Nov
Morgage Company’s Free Form Solution
This family-owned automotive franchise group, operating in Southern California, Texas, and Florida, faced challenges with manual financial reporting. Implementing Oracle Cloud EPM Planning automated their financial statements, integrating
29 Jan
Mortgage Company Support Services
The client faced challenges with member management, error logs, and backups in their on premise system. Our team provided specialized remote support, improving administrative efficiency by managing member
23 Oct
Private Equity Consolidation
A leading asset manager improved financial reporting and monthly close processes using Oracle Cloud EPM, addressing complex ownership structures and SEC compliance post-IPO, enhancing accuracy and efficiency.
24 Sep
National Mortgage Lender Reporting
This Dallas-based mortgage company, established in 1986, offers diverse home loan products nationwide. Facing challenges with Excel-based reporting for 250 branches, they implemented Hyperion Essbase, sourcing data from
24 Sep
Financial Services Planning
This financial services holding company operates through various subsidiaries, including a Texas-based bank and a national home lender. Facing challenges with manual financial reporting, it implemented Oracle Cloud
24 Sep
Regional Bank Cloud EPM Migration
This community bank, established in 1901, has over $4 billion in assets and 340+ locations. Facing challenges with aging on-premise applications, they migrated to Oracle Cloud EPM. This
24 Sep
Regional Bank Account Reconciliation
This community bank, established in 1901, has over $4 billion in assets and 340+ locations. It faced challenges with manual reconciliation processes. Implementing Oracle Cloud EPM improved accuracy
