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

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.

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

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

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

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