Financial Services Archives - Trexin Consulting

Insight Paper • 5.22.2019

The Fundamentals of Diagnosing Organizational Change

In his latest Insight, Associate Joe Oliva takes the reader through key steps that can supplement a successful delivery of change management.

Tagged in: Aligned Enterprise, Financial Services

Insight Paper • 5.14.2019

10 Trends Driving Financial Technology

Financial Technology has seen an exorbitant amount of growth within the banking and wealth management spheres. Trexin's Joe Oliva shares a creative infographic of some of the most critical areas of concentration and awareness.

Tagged in: Financial Services

Insight Paper • 4.18.2019

Server Request Management

The Build Tracking tool is a necessary project management tool to adequately track what is being requested. Establishing baseline configuration controls at the start of a migration project can mitigate risks when changes in design and scope occur throughout such projects.

Tagged in: Financial Services, Innovation, Program Execution, Technology

Insight Paper • 3.27.2019

Banking Embraces Smart Regulatory

Regulatory has been going through some immense changes over the past few years, but a wave towards a "smart" status regarding regulatory may, in fact, be the new mindset.

Tagged in: Financial Services

Case Study • 2.27.2019

Complying With the NYDFS Cybersecurity Regulation

In a world with ever-growing threats to information and financial systems, new regulations and compliance to address and thwart risk come with a learning curve.

Tagged in: Financial Services, Growth & Acceleration, Technology

Insight Paper • 1.31.2019

How to Build (and Maintain) a SharePoint Site Which Will Eventually Get Used by Your Organization

A little up-front planning will lead to long-term success when developing/designing an internal document management and storage site.

Tagged in: Financial Services, Healthcare, Life Sciences, Technology

Insight Paper • 1.22.2019

P2P Lending and Crowdfunding Popularity Disrupts Traditional Services

The Great American Search for Yield has led many individuals to seek investment opportunities that promise higher returns than traditional asset classes.

Tagged in: Digital Transformation, Financial Services, Growth & Acceleration, Innovation, Technology

Insight Paper • 1.8.2019

Taking Your RAID Log to the Next Step With Analytics

In his current Insight Paper, Trexin's Joe Oliva discusses how analytics can play a pivotal role in expressing the health and status of your RAID log while additionally displaying areas for improvement.

Tagged in: Aligned Enterprise, Analytics, Financial Services, Innovation, Program Execution, Technology

Insight Paper • 12.17.2018

Change Management Thrives in the Financial Regulatory Space

Change management has a strategic role in placing the critical people, assets, and rules in place to succeed in managing existing and new regulatory environments and rules.

Tagged in: Aligned Enterprise, Financial Services, Optimized Operations, Program Execution

Insight Paper • 12.6.2018

Compliance Reporting Evolves Through Technology

In the new Regulation Tech universe, banks and other financial services institutions taking a more proactive and prepared attitude towards compliance by finding ways to optimize their reporting and transparency.

Tagged in: Financial Services, Program Execution, Technology

Stories & Insights

Category: Financial Services

The Fundamentals of Diagnosing Organizational Change

Server Request Management

Banking Embraces Smart Regulatory

How to Build (and Maintain) a SharePoint Site Which Will Eventually Get Used by Your Organization

P2P Lending and Crowdfunding Popularity Disrupts Traditional Services

Taking Your RAID Log to the Next Step With Analytics

Change Management Thrives in the Financial Regulatory Space

Compliance Reporting Evolves Through Technology

Stories & Insights

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