“Where Is Customer Data?” Financial Services firms struggle to aggregate, locate data. Mortgage companies can reap serious insights by accessing and analyzing their customer data. Such insights can help firms make the best possible decisions on behalf of their organization and their customers. In order to do this, they must be able to answer one…

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Developing a Healthcare Data Strategy Before you begin devising a healthcare data strategy, make sure you visualize what you want to achieve by the end of the process. With such a never-ending stream of patient and billing data pouring into your healthcare organization, it might seem like an impossible task to try and wrangle it…

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Data Compliance for Banking & Financial Services Regulatory data compliance can be a confusing and exhausting process for anyone in the banking and financial services industry. The laws vary by state and circumstance and evolve year after year, leaving companies in a cloud of confusion about the best practices for their data.  But the stakes…

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Underutilized Yardi Best Practices You Need to Know Even if you use Yardi as your real estate management tool of choice on a daily basis, chances are you could be overlooking a few best practices intended to make your life easier. You may feel like you have mastered Yardi software, or you may feel like…

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The Top 5 Yardi Add-ons Recommended by Our Team of Professional Consultants  If you work in commercial or residential real estate, then Yardi likely serves as your operational hub for property management. But are you utilizing all of its features to their full potential?  Implementing add-ons can optimize your business processes and make your day-to-day…

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Why You Need a 360-Degree Customer View for Banking How well do you understand your banking customers? Can you predict what they will need next? The start of a brand-new year is the perfect time to reevaluate whether your business is meeting its full potential. Here are a few reasons why embracing a 360-degree customer…

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Benefits of an Enterprise Data Warehouse When you are focused on improving daily efficiency and increasing profit margins, it’s easy for something like organizing and storing your data to become an afterthought. But cataloging your data and storing it in an easily accessible platform can ultimately help you achieve your businesses goals.  In 2020, it…

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Meet Yardi Consultant Iris Esguerra From Yardi implementations to Krav Maga – Saxony’s Iris Esguerra does it all. Since Saxony Partners added Iris Esguerra to the Yardi implementations team in November 2019, she has hit the ground running. In her first week on the job, she implemented an online leasing tool for a client, trained…

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