SAXONY'S FINANCIAL SERVICES PRACTICE

We partner with banks, mortgage companies, and private equity firms to develop solutions that address shifting markets, unpredictable rates, emerging technologies, and industry disruption.

Aligning customer experience with expectations, taking the guesswork out of compliance, providing insight into business performance, and eliminating inefficiencies – our industry experts can solve your most difficult business challenges.

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SERVICES WE PROVIDE OUR FINANCIAL SERVICES CLIENTS

Saxony offers practical solutions that enable clients to make data-driven decisions, delivering value to their employees, partners, and customers.

  • Data Strategy

  • Data Governance

  • Regulatory Compliance

  • Analysis & Reporting

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  • Performance Visibility

  • Loan Origination Systems

  • System Integration

  • Business Process Optimization

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BANKING

Are you struggling to meet customer experience expectations? Do you have a complete understanding of each customer who visits a branch, logs on to your banking portal, or taps your app?

When systems are not integrated, both you and your customers suffer. Let’s assess your technology infrastructure and aggregate your data into a single source of truth. Doing so will improve customer experience, reduce operational and compliance risks, and maximize efficiency.

MORTGAGE

The need for improved business insights, shifting customer expectations, disruptive new technologies, and inefficient business processes – our mortgage industry experts understand the challenges facing firms nationwide.

From LOS implementations and improvements, to data strategy and analytics, to portfolio management tools and customer portals – Saxony pairs deep industry knowledge and technology expertise to transform your business.

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PRIVATE EQUITY

Leveraging data, reporting, and analytics strategies and tools, Saxony Partners helps private equity firms transform their business.

Saxony’s experts can help you manage, aggregate, and automate the flow of information and data within your company, as well as provide assistance with transaction due diligence.

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FINANCIAL SERVICES CLIENT STORIES

Data Access Transforms Mortgage Arm

Right-size technology solutions, enterprise data warehouse spurs dramatic turnaround.

Leveraging Automation to Deliver 'Rescue Loans' During Pandemic

Automation tool processes PPP loans from government during Covid-19 pandemic.

Azure Cloud Fix Transforms Cash Management Firm

A client enlists Saxony to optimize their cloud database and leverage API technology.

Data Management, BI Roadmap for Private Equity Client

Firm needs internal visibility and technology solutions to keep pace with rapid growth.

CYBERSECURITY AND COMPLIANCE

Our consultants and technology experts combine decades of industry experience with a thorough understanding of how to manage data within regulatory frameworks. We work with financial institutions to ensure compliance with these laws and regulations, among others:

The Current Expected Credit Loss (CECL) model is an accounting standard issued by the Financial Accounting Standards Board (FASB) in 2016. The purpose of CECL is to improve recognition and measurement of credit losses on loans and debt securities. It generally requires lenders to estimate and book expected credit losses over the life of a loan at origination.

The Gramm-Leach-Bliley Act (GLBA) requires financial institutions to explain how they use and protect their customers’ private information. These institutions are required to tell customers how they interact with their data, give them the right to opt-out of sharing that data with third parties, and ensure that customer data is safe and protected.

The California Consumer Privacy Act (CCPA) is a statewide data privacy law with global implications. It applies to any for-profit business in the world that owns or sells data from California residents, provided the number of residents impacted meets a certain threshold. It is the most comprehensive law of its kind in the United States.

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