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.

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

Performance Visibility
Loan Origination Systems
System Integration
Business Process Optimization

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.


PRIVATE EQUITY
Leveraging data, reporting, and analytics strategies and tools, Saxony Partners helps private equity firms and their portfolio companies 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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