Case Study: Latino Cooperative Credit Union Reaches New Heights of Success
With a strategic vision & innovative approach, we spearheaded a transformation that reshaped the very fabric of banking at the Latino Cooperative Credit Union.
Thoughts on the Federal Reserve Adoption of Blockchain Technology
Read my thoughts on how the US Treasury & Federal Reserve will adopt blockchain technologies into a worldwide banking system to secure the US financial hegemony.
Case Study: Implementation of Dodd-Frank Regulations at TD Bank
TD Bank needed to implement a Dodd-Frank reporting system quickly to meet federal deadlines and regulatory compliance. See how I assisted their efforts.
Case Study: Citizens Wealth Group – Regulatory Updates & Harmonization
Citizens Bank purchased Clarfeld Financial Advisors and quickly recognized the need to harmonize regulatory processes and procedures to integrate the two groups into one. How was it accomplished? Let me share the details with you here.
Case Study: Citizens Bank Acquisition of HSBC Branches & Assets
Read how I was able to guide Citizens Bank as they pursued their own digital transformation and the acquisition of HSBC bank concurrently, saving them time & money.
Case Study: Interim VP Core Banking Services at Northway Bank
So, what happens when most of the executives – with decades of experience – seek retirement, but no younger talent is ready to take on their jobs? Learn how I assisted Northway Bank in rural New Hampshire with such a dilemma.
Case Study: RISE2020 at Central Pacific Bank – Digital Transformation With Fiserv Architect
Here’s how I assisted Central Pacific Bank with their historic RISE2020 project through base functionality & business configurations.
Case Study: Alliance Data Systems Overhaul Leads to Greater Efficiencies to Better Compete in a Changing World
Needing a systems overhaul, it was essential for Alliance Data Systems (ADS) to reduce operating costs, improve system effectiveness and simplify its business model. How were they able to accomplish this? With my assistance, they were able to achieve their goals in just a few months.
Case Study: First Hawaiian Bank Transforms Outdated Systems
This case study is about how First Hawaiian Bank overcame its outdated systems and limited island resources to reimage itself as a digital bank for Hawaii, Saipan & Guam.
Case Study: Zions National Bank Transforms into a Fully Agile Enterprise during a Core Transformation
Read all about an ambitious re-visioning of a failed program, followed by a successful implementation that resulted in the confidence to move forward at Zions Bank.