SoFi (NASDAQ: SoFi) is a member-centric digital financial services platform, offering a comprehensive suite of products to its 5.2 million members.
Case Study Category Archives:
A Streamlined & Efficient Data Transfer Solution for Enhanced FinTech Data Management
Our fully-digital Banking client aimed to accommodate its rapid growth and gain insights for better member service through revamped
Streamlining Reporting for Compliance and Migration
optimizing credit reporting to ensure accuracy and compliance, while seamlessly migrating data to Snowflake download the one pager challenge A rapidly-growing Financial Technology client partnered with evolv to optimize their Credit Bureau Reporting (CBR), with a specific focus on the critical “Metro2” component, a standardized format used by financial institutions for reporting customer credit information. […]
Integrating Data Sources for Improved Functions and Insight
overcoming Expansion Challenges and Transforming Governance Models download the one pager challenge Independent Financial Bank Group (IF), a community-focused bank, grappled with maintaining policies, procedures, and infrastructure during rapid growth, jeopardizing their Federal Bank Charter. The institution required a comprehensive solution to enhance risk management policies for suppliers and third-party contracts. Additionally, IF sought expert […]
Mastering FinTech Data Complexity to Transform Risk Management for Accelerated Revenue Growth
ENABLing DATA UTILIZATION to FORTIFY COMPLIANCE EXCELLENCE download the one pager challenge SoFi, a member-centric digital financial services platform with over 5.2 million members, offers an all-in-one app for Lending and Financial Services. Amidst a recovering economy, rapid growth in SoFi’s Banking, Investing, and Credit Card products intensified the challenge of managing extensive operational data […]
Enabling Enhanced Credit Bureau Reporting Compliance with Automation
Unlocking New Efficiency & Revenue Opportunities for a FinTech Client download the one pager challenge evolv’s rapidly-growing financial services client encountered risky challenges with their Credit Bureau Reporting (CBR). The organization faced issues relating to a lack of control, visibility, and centralized resources, augmenting the risk of non-compliance and litigation. Acknowledging the limited internal resources […]
Enhanced Customer Experience through Accelerated LOS Implementation
“We brought on evolv to lead our loan origination software implementation at program and project level. It was a companywide effort under incredibly tight deadlines, and they played an integral part in our success.” Mills LandonChief Strategy Officer challenge Supreme Lending, a national mortgage lender with presence in all 50 states, desired to implement a […]
Digital Transformation at National Health Insurer
health insurance client challenge A leading, member-owned health insurance company needed a CICD process for promoting code from development and testing workspaces to higher levels, such as production. To improve upon their manual cloud infrastructure, the client required a pipeline to deploy Infrastructure as Code (IaC) securely while also implementing version control processes. approach To […]
Fusing AWS Cloud & Data Architecture with Blockchain Transactions
challenge Sindri, a blockchain analytics startup looking for patterns among Ethereum transactions, needed help optimizing their data ingestion and data pipeline on AWS to drive accurate, comprehensive, and timely insights on market activity. This included adding comprehensive monitoring on top of enhancing their streaming data processing, planning for a performant data warehouse to back their […]
Financial Institution improves vendor and contract management process to secure bank charter approval
challenge The FinTech firm had experienced significant expansion and growth but it’s policies, procedures, and infrastructure had not kept pace with its growth; this put them out of compliance and at risk of being denied a Bank Charter. They needed a more robust supplier lifecycle (SLM) and contract lifecycle management (CLM) tool to support the […]
