While the applications for PPP loans closed in August 2020, recent revisions to the CARES Act provisions now allow businesses to apply for new PPP loans or for PPP loan forgiveness in 2021. The new deadline for applicants is March 31, 2021. As the deadline approaches, banks may find themselves inundated with more loan requests…

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Data Management and BI Roadmap for a Private Equity Client Firm Needs Internal Visibility and Technology Solutions to Keep Pace with Rapid Growth A global private equity firm with more than $34 billion in assets and several investment platforms needed to address some challenges related to their current technology environment, infrastructure, and business applications. Their…

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Azure Cloud Fix Transforms Cash Management Firm A Client Enlists Saxony to Optimize Their Cloud Database and Leverage API Technology A U.S.-based automated cash management firm originally hired an offshore vendor to build out their cloud database. OVERVIEW When one of the firm’s strategic clients insisted that the database operate in Microsoft Azure (which was…

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Leveraging Automation to Deliver ‘Rescue Loans’ During Pandemic An Automation Tool Processes PPP Loans from Government During Covid-19 Pandemic A Texas-based bank enlisted Saxony Partners to build an automation tool allowing critical small business loans from the government’s Paycheck Protection Program to be processed during the coronavirus pandemic. OVERVIEW When the coronavirus pandemic caused a…

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Leveraging Data to Transform Mortgage Arm Right-sized Technology Solutions and an Enterprise Data Warehouse Spur Dramatic Turnaround A private equity firm approached Saxony Partners’ Financial Services team with a problem – a mortgage company they owned was losing money. OVERVIEW The firm purchased the company when mortgage rates were low and the industry was riding…

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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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Creating a Modernized Intranet OVERVIEW A world leader in corporate tax services launched a strategic initiative to modernize its corporate intranet. ​They wanted a clean and functional design that provided  consistent branding, a better search experience, and easy access to important documents and tools from mobile devices. THE PROJECT This client’s intranet had become dated aesthetically and grown unchecked without proper…

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Accurate and Accessible Data Transforms Business Potential OVERVIEW A global private equity firm focused on special situations and opportunistic investments reached out to Saxony Partners because they had outgrown their technology and data ecosystem – slowing down their reporting and analytics in the process. Our team of financial services industry experts created a custom data…

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The Impact of Technology During Covid-19 Saxony Partners recently convened a virtual panel of mortgage industry chief information officers to discuss how they have navigated the global pandemic, and the effect it has had on their companies and the industry as a whole. Renee Galitis of Caliber Home Loans, Michael Brady of LeaderOne Financial, and Joe Hamilton of First Guaranty…

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How Covid-19 has Changed Our Philosophy on Data Saxony Partners recently convened a virtual panel of mortgage industry chief information officers to discuss how they have navigated the global pandemic and the effect it has had on their companies, and the industry as a whole. Renee Galitis of Caliber Home Loans, Michael Brady of LeaderOne Financial, and Joe Hamilton of…

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