Case Studies

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 and speed, reducing the close process from 2.5 weeks to one week by automating data loads and reconciliation tasks.

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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 transition improved functionality, reduced IT maintenance, and enabled faster data access by consolidating 14 applications into 8 hybrid-mode cloud applications.

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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 EPM Planning. This solution automated reporting, reducing time spent on monthly packages and standardizing forecasting and planning across different time horizons.

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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 a new SQL Server-based warehouse. This solution enabled on-demand reporting and automated over 1,000 monthly reports, enhancing efficiency and analysis.

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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.

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