Another San Antonio accounting firm combining with larger company

| July 20, 2016

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For the second time in less than two months, a San Antonio-based accounting firm has agreed to combine with a much larger firm.Today, Chicago-based RSM US LLP agreed to acquire San Antonio-based Padgett Stratemann & Co. in a deal expected to close Aug.

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Five lessons US banks can learn from fintech disruptors

Article | March 15, 2020

The financial crisis of 2008 levelled the legacy banking industry quickly and decisively in North America. And rebuilding has been a long process — culturally, operationally and technologically. With the market once again in a state of volatility in part due to the spread of COVID-19, we’re facing the question once again: what does it take for financial institutions to weather the storm?

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Ten steps to a maturity assessment-driven Data Strategy, for your Bank

Article | April 20, 2020

Here are ten steps to defining a data strategy based on a data capability maturity assessment, for a Financial Institution, Identify and Simplify Maturity models, and customize the yardstick as well as benchmarks based on local study and future organization strategy. Conduct workshop with leaders and grassroots to sensitize the assessment and questionnaires.

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Core finance - taking a strategic approach to cloud

Article | February 21, 2020

This post focuses on the benefits of a strategic cloud approach. The first blog post in the series titled, 'How a focus on the customer can help you fight for a digital finance transformation' can be read here and the follow up on laying the foundation for the future of finance can be read here. As organizations continue to plan and execute digital finance transformation strategies, CFOs are looking to reap the business benefits and the competitive advantages offered by cloud solutions.

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AI in Fintech: a Wellspring of Opportunities

Article | March 31, 2020

Fintech is considered one of the fastest growing industries, which is hardly surprising. Anyone who’s dealt with a bank recently would be overjoyed to discover a more customer-friendly financial service, with transparent fees and superior customer care. Transferring money through services like Venmo is a lot more convenient than any of the options provided by your local bank. Likewise, shopping for a loan using services like LendingTree is incredibly easy when compared to actually going to your bank, waiting, then dealing with the paperwork.

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Oak+Reed

The value of our advisory services is reflected in your increased revenue. Oak+Reed’s Demand FrameWorks™ stimulates revenue growth organically by integrating your sales, branding & communications functions to develop a unified purpose for new & established offerings.

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