Business case
Servicing operations
Mortgage servicing data modernization
Servicing and banking data had to move from the mainframe to Azure while business and technical teams aligned on the new data foundation.
Insights
Business cases
Experience in practice: data foundations, platform change, operating ownership and regulatory delivery.
10 resources
Business case
Data & cloud
Bank document-management automation
A bank needed document-management automation within its wider workplace technology program, connecting information handling with business use.
Business case
Data & cloud
Cloud loan-origination transformation
The lender's on-premises LOS migration affected the surrounding origination environment, user workflows and business readiness across 12 workstreams.
Business case
Regulatory remediation
Consumer-lending requirements in servicing workflows
Reg V, Reg Z and UDAP requirements needed to translate into vendor-platform behavior and servicing decisioning, including loss-mitigation workflows.
Business case
Operating models & governance
Governance across a major banking transformation
A large banking transformation needed cloud-governance harmonization and multi-vendor coordination across an enterprise portfolio.
Business case
Operating models & governance
Operating ownership for a new servicing data platform
The cloud data foundation needed a structure connecting executive sponsors, business units and specialist engineering and business intelligence teams.
Business case
Integration
Mortgage merger integration in five months
A $1B direct-to-consumer mortgage merger required a connected plan across personnel, commercial workflows, financial operations, applications and data.
Business case
Change & adoption
Business readiness across a mortgage-platform transition
The cloud LOS transition required coordinated testing, training and organizational change for a user population exceeding 2,200.
Business case
Regulatory remediation
Executive visibility into remediation progress
Consent-order and issue-management work required executive reporting that could track remediation and compliance activity.
Business case
Regulatory remediation
Control reporting for Dodd-Frank and Volcker implementation
Banking regulatory implementation needed control reporting and executive dashboards to connect delivery activity with oversight.
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