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…

Read More

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…

Read More

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…

Read More

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…

Read More

Mortgage CIOs Discuss Impact, Innovation Tied to Covid-19 Experts Discuss How the Pandemic has Impacted Work Flexibility, Automation, and Data Strategy Saxony Partners 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…

Read More

We continue to work with our clients and colleagues to help them mitigate the impacts of Covid-19, which has created a variety of serious impacts (economic and otherwise) across all of the industries we serve. Together, we have devised, built, and serviced solutions that are helping companies survive and navigate the so-called new normal. Below…

Read More

How to Effectively Manage an LOS Project From communication to organization to vendor management – these are the make-or-break focus areas for those planning an LOS project. To effectively manage an LOS implementation, the project manager must have a clear understanding of the issues their organization is trying to solve by implementing the new system.…

Read More

4 Things to Know Before an LOS Implementation Here are some tips and advice for lenders considering a new LOS implementation. Making changes to or installing a new Loan Origination System (LOS) is a major decision for a mortgage lender. After all, the LOS is the digital heart of your organization. Let’s highlight four key…

Read More

Saxony’s Alex Fan Shares Thoughts on PPP Automation Project Alex Fan, Saxony’s Vice President of Financial Services, shares his thoughts on the Paycheck Protection Program and banking automation tools – and sets the stage for PPP forgiveness. In the midst of the global COVID-19 pandemic, we’ve seen news stories highlighting the resiliency and strength of…

Read More

Coronavirus Recovery: A PPP Automation Success Story Integration, Automation, and the Paycheck Protection Program (PPP) Politics and hiccups aside, the CARES Act and specifically the Paycheck Protection Program (PPP) have helped many of small companies stay afloat during this time of economic shutdown. For Alex Fan, Vice President of the Financial Services, the PPP specifically led…

Read More