Insights

Our subject matter experts provide insights on a broad range of topics, including regulatory compliance updates, the impact of emerging technologies, transaction considerations, and more, helping you stay ahead in an evolving business landscape.

Banking & Financial, M&A, M&A Readiness

Strengthening M&A Readiness in a Shifting Market

Crossing the $10 billion asset threshold is a pivotal milestone for banks—but it brings heightened regulatory demands. Proactive M&A readiness, operational enhancements, and comprehensive risk assessments can turn these challenges into opportunities. Learn how foundational readiness assessments can strengthen compliance, increase acquisition appeal, and set the stage for sustained growth.

CRM, Digital Transformation, Salesforce, Technical Advocacy, Technology Enablement

When Off-the-Shelf Isn’t Enough: Tailoring Technology Is Key to Unlocking ROI

Off-the-shelf software can be powerful—but only when aligned with how your business actually works. Too often, companies invest in high-profile platforms like Salesforce or custom builds that fall flat due to misalignment with operations. This blog explores how SolomonEdwards’ Technology Enablement practice bridges the gap between tools and outcomes, ensuring tech investments deliver real value.

Anti-Money Laundering (AML), Banking & Financial, Financial Crimes

5 Reasons AML and Fraud Investigations Fail—and How to Get Them Right

Despite massive investments, AML and fraud investigations often miss the mark. Skilled talent shortages, outdated processes, overwhelming data, and lack of leadership support all contribute to gaps that expose organizations to risk. Learn why investigations fail—and what actions your team can take to build a smarter, more resilient defense.

Anti-Money Laundering (AML), BSA, Risk & Regulatory Compliance

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.

Business Transformation, Finance Transformation, Financial Close

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.

Digital Transformation, Financial Services Cloud, Salesforce, Technology Enablement, Wealth Management

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.