Our fully-digital Banking client aimed to accommodate its rapid growth and gain insights for better member service through revamped
Case Study Category Archives:
Enhancing Revenue and Productivity with Updated Reporting Platforms in the Logistics Industry
enabling data reporting while reinforcing operational excellence challenge Worldwide Express (WWEX), a leading global logistics company, faced the challenge of creating a unified reporting platform after acquiring several competitors. They were dealing with a complex tech stack involving several disparate data sources and duplicative reporting tools. To tackle these challenges, WWEX partnered with evolv to streamline and enhance its data reporting capabilities. approach As part […]
Enabling Data Access while Reinforcing Robust Governance in Financial Services
enabling data utilization while reinforcing compliance excellence download 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 across […]
Enabling Growth through Insights Across a Segmented Partner Network
Cloud Migration Project Management for Dental Practice Network download one pager challenge A dental partnership organization (DPO) rapidly growing by acquiring partners, needed a comprehensive, fully cloud-based digital strategy to unify their acquisitions. Ultimately this aided their strategy to thoughtfully improve speed-to-decision for ideal future partner acquisitions in a fast-paced, dynamic market, with intention and quality control. They desired an enterprise-wide reporting platform, both […]
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 […]
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 […]
Unmatched Data Performance to Transcend Industry Compliance Challenges
financial services client Download the one pager challenge A growing Financial Services company sought to transition its data to a new cloud platform with Snowflake. With over 5.2M customers, this migration posed significant challenges, including inefficiencies in interdepartmental communications and concerns over ROI latency. They trusted evolv Consulting to help streamline the migration project, capture […]
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 […]
Automating decisions to improve the customer journey, minimize risk
challenge SoFi, a rapidly growing FinTech client, was looking to expand its business with a new credit strategy and personal lending products for existing and new members. SoFi’s existing infrastructure required maintenance of complex decisioning rules that were difficult to update as the market changed or opportunities presented. Additionally, many of their ideal customers were […]
