Archer

Enhancing Risk Management and Financial Reporting for a Financial Services Firm

Finance Enhancing Risk Management and Financial Reporting for a Financial Services Firm Focus Areas Automation Digital Transformation Risk Management Business Problem A financial services company generated reports using outdated and manual processes. These existing systems increased operational risks and compliance issues and made it difficult to produce timely and accurate financial reports. Key challenges: Manual […]

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Streamlining Salesforce Integration Post-Merger for a Financial Services Firm

Finance Streamlining Salesforce Integration Post-Merger for a Financial Services Firm Focus Areas Salesforce Digital Transformation Project Management Business Problem A prominent financial services firm had recently undergone a challenging merger and acquisition (M&A) process. Post it, they were having trouble integrating their Salesforce platform across the 11 different organizations under their umbrella, with the integration

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