Helping Investors Make Better Deal Decisions
Trexin helped a private equity firm complete due diligence by quickly conducting a technology / IT assessment.
Tagged in:
Financial Services
Category: Financial Services
How to Market. How to Sell.
There is no "secret sauce" in this insightful piece by Trexin's Joe Oliva on how the strategies and methods employed to both market and sell personal or organizational assets or services are learned through a constant state of repetition and failure.
Tagged in:
Financial Services
FinTEx Investor Roundtable
From questions around new technologies impacting healthcare to current trends, the FinTEx Investor Roundtable proved to be an informative and captivating evening for both our colleagues and the audience at large.
Tagged in:
Financial Services, Healthcare & Life Sciences
A Brief Overview of Performance Improvement in the Developing World
Trexin's Joe Oliva offers his analysis on workforce improvements in developing economies.
Tagged in:
Financial Services
Utilizing Jira to Organize a Project Team
Trexin's Tariq Esmail dives into choosing the right project management tool to help organize your project team.
Five Movements Altering the World of Banking
Wealth management and investment services is changing rapidly and these changes are impacting banking domains, such as FinTech.
Tagged in:
Financial Services
The Weaponizing of Geopolitics Within the Lending Market
In his next TIP, Trexin's Joe Oliva covers geopolitical topics and strategies related to loan financing and loan retribution in the financial services space.
Tagged in:
Financial Services
Refreshing an Online Experience with New FinTech
In an effort to modernize their FinTech offerings, a Client reaches out again to Trexin to lead efforts that will enhance their customers’ experience and allow them to stay ahead of their competitors’ offerings.
Improving Performance Through Data Governance
Recent growth and a successful M&A strategy found our Client encountering difficulty supporting multiple policy administration and financial systems that were prone to data quality and consistency issues. Trexin's leadership devised an approach and new data governance program.
Tagged in:
Analytics, Financial Services, Technology
Realizing Value in Organizational Consolidation
When a large multinational financial services firm was consolidating several independently operated companies into a new aggregated services group, Trexin was called in to develop a detailed decommissioning plan and conduct a risk analysis.
Tagged in:
Financial Services, Optimized Operations, Program Execution, Technology