SolomonEdwards PULSE | April 2025
LATEST INSIGHTS 🖉
A Comprehensive Compliance Transformation for a Leading Digital Bank
A leading digital bank with $150 billion in assets faced an FDIC consent order to improve compliance with BSA, AML, and sanctions policies. We led a comprehensive transformation—modernizing 100+ accounting policies, strengthening AML protocols, and integrating control testing. Our holistic approach ensured regulatory alignment while embedding a culture of compliance. Learn how this bank successfully navigated its compliance overhaul.
The Importance of an Effective Financial Close Process
A reliable financial close process is key to accurate reporting and strategic planning—but many finance teams still face delays and inconsistencies. This article explores why the close matters, what’s involved in doing it right, and how companies can reduce risks and improve reporting through streamlined processes and expert support.
Tailoring Salesforce Financial Services Cloud for Wealth Management Success
Wealth management firms are facing growing client expectations and regulatory demands, but outdated CRM systems create inefficiencies that slow growth. Implementing Salesforce Financial Services Cloud (FSC) can help, but true efficiency requires industry-specific customizations. Learn how SolomonEdwards helps firms tailor FSC to streamline compliance, automate workflows, and enhance client engagement—driving operational success.
LATEST CASE STUDIES 🕮
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Ensuring SOX Compliance Continuity During Staffing Shortfall
A specialty pharmaceutical company turned to SolomonEdwards for expert SOX support during a time of financial restructuring, ensuring audit deadlines and external auditor expectations were met without disruption.
International Fraud Investigation Enhances Risk Monitoring for Leading Payment Processor
A major international payment processor faced alarming growth in suspicious merchant activities, threatening its ability to manage financial crime risks effectively. We conducted an extensive investigation, uncovering systemic vulnerabilities and enhancing the client’s risk monitoring systems to prevent future fraud and money laundering.
Building a Scalable PMO to Support Transformation Activities
Our client, a large regional bank in the Southeast, wanted to develop and rollout new products and service offerings to better serve their high net-worth wealth management clients. They sought our help to build an internal project management office (PMO) to manage the transformation processes.
Building Long-Term Value Through Tax Accounting Excellence
For years, we have provided ongoing tax accounting support to a large privately held U.S. multinational corporation. With a focus on high-quality tax provision work, process automation and strategic tax guidance, our consultants have become indispensable to the client’s financial operations.
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