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