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Optimization Services

Changes in regulation often impact a customer’s existing business processes, resulting in the need to re-examine and update systems and controls frameworks.  Because of these changes, EVOLV too must evolve and, thus, we are continuously adding new functionality to respond to changes in the market and with regulations.  This also means customers want to best understand how to leverage EVOLV to comply with the change. Our team of EVOLV experts with deep industry experience works directly with financial institutions to optimize EVOLV for their specific needs or unique challenges.  Whether you are a new customer or one who has been using EVOLV for years, our Optimization Services will enable you to integrate EVOLV more effectively to streamline the close process and better integrate across the finance and credit risk functions.  Our Optimization Services consists of an end-to-end process review by experts from our Solutions Consulting team.  They spend time on-site reviewing your end-to-end mission, critical accounting and credit process. Through these discussions, the team builds an understanding of the pain points within the organization, including manual processes, data hand-offs and disclosures with a focus on the information and processes most important to the customer.  The resulting deliverable summarizes the needs, gaps and manual processes discovered in the end-to-end process review and provides a recommended action plan.  This action plan includes a view about how EVOLV integrates into the customer’s overall architecture, including upstream and downstream data flows.

Changes in regulation often impact a customer’s existing business processes, resulting in the need to re-examine and update systems and controls frameworks.  Because of these changes, EVOLV too must evolve and, thus, we are continuously adding new functionality to respond to changes in the market and with regulations.  This also means customers want to best understand how to leverage EVOLV to comply with the change. Our team of EVOLV experts with deep industry experience works directly with financial institutions to optimize EVOLV for their specific needs or unique challenges.  Whether you are a new customer or one who has been using EVOLV for years, our Optimization Services will enable you to integrate EVOLV more effectively to streamline the close process and better integrate across the finance and credit risk functions.  Our Optimization Services consists of an end-to-end process review by experts from our Solutions Consulting team.  They spend time on-site reviewing your end-to-end mission, critical accounting and credit process. Through these discussions, the team builds an understanding of the pain points within the organization, including manual processes, data hand-offs and disclosures with a focus on the information and processes most important to the customer.  The resulting deliverable summarizes the needs, gaps and manual processes discovered in the end-to-end process review and provides a recommended action plan.  This action plan includes a view about how EVOLV integrates into the customer’s overall architecture, including upstream and downstream data flows.

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