advising our clients is our passion

Theresa Santoro - Director of Operations & Human Resources, Actualize Consulting

​At Actualize, our consultants are trusted advisors, always using a sharp eye to identify clear areas for improvement for our clients. Since continuous improvement is always top of mind for everyone on the Actualize team, it occurred to me that they would be the best people to gather in small group meetings with our partners and operations team. Their perspectives help our people grow, thrive, and accelerate the betterment of ourselves and our clients. Engaging trained, critical lens to help you assess your current operations, identify process improving transformations, and inspire your team can help you accommodate and plan for an easier tomorrow.

We start conversations from a place of gratitude by identifying what works and what our people are passionate about. It was fascinating to hear from our leaders. What trusted advisors do you seek advice from?

Director Geran Combs, Mortgage and Fixed Income Practice

Whenever we are able to help clients automate and improve existing processes, it’s incredibly rewarding. Companies of all sizes benefit from an outside perspective. For example, anytime there is a need to integrate systems, a data mapping exercise is essential to understand how the systems communicate. Companies are accustomed to dedicating considerable resources to map the data from the two systems and then repeat the same function again once a new system is introduced. This is a repetitive and unnecessary translation; instead, we advise our clients to map to the MISMO model. This standardized MISMO view can then be easily consumed by the other company in minutes, assuming both companies communicate in MISMO. This switch saves money, time, and reduces operational dependencies while increasing data quality across the systems.

Director Priscila Nagalli, CFA, CTP, Capital Markets and Treasury Practice

It is so rewarding to help our clients achieve the most effective and efficient Treasury operations. My background is in Investment and Corporate Treasury, so I know the time constraints that exist simply to keep operations running smoothly. As an advisor, I have the opportunity to review the current Treasury functions and devise a plan on how each function can be performed more efficiently through process redesign and better utilization of technology. After reviewing each department that interacts with Treasury, such as Accounting, FP&A, Accounts Payable, and Information Technology, we recommend a future state design and road map for execution. This process ensures that our clients are always actualizing their highest capacity.

Partner Matt Seu, Mortgage and Fixed Income Practice

Actualize Consulting's Mortgage and Fixed Income Practice has industry-leading expertise in identifying solutions and implementing technologies for our customers. When we combine that with our knowledge of MISMO, the language of digital mortgage integration, we are unparalleled. A large regional lender selected us to do an assessment of their document management needs and to implement a new solution. New technology providers quickly find us and want us to better understand their products so we can recommend them to our customers. It is incredibly meaningful for everyone on our team to see the positive changes our clients implement as a result of our consulting.

COO Kerry Wekelo, Culture Infusion Practice

At Actualize, we believe our success as an organization is due to our people-centric focus. For a firm to be successful, it should not only care about profit but also support its team’s wellness and happiness. Happy people produce great work – the equation is that simple! We use our first-hand experience of taking our attrition rates from 33% to less than 4% as a guide and case study to inspire your teams, strengthen team connection, and incorporate a wellness-focused balance. The Culture Infusion and Gratitude Infusion programs have been incredibly rewarding for me as an author and speaker. I love sharing the simple tools from our program with others and hearing how they make a real difference in how teams show up each day.

Manager, Brian Stitt, CTP, FP&A, Capital Markets and Treasury Practice

Actualize’s culture of putting people first is evident internally and drives our approach to how we work with clients. The most rewarding aspect of treasury advisory, in addition to helping teams transform Capital Markets functions, is having meaningful impacts on the lives of our clients. Ultimately, we are here to help others address and resolve challenges. When we can remove obstacles to free up a client’s time to focus on the activities they are passionate about, we add value to the individual and the organization. When we see our clients identify and begin to build on their strengths, the Treasury and Capital Markets teams can truly elevate their positions in the enterprise.

We have seen the value a third-party can bring to analyzing and enhancing existing operations, especially those commonplace procedures that tend to be overlooked. Our niche practices offer expertise and guidance to make the most of your business while automating and providing for an easier tomorrow.

Our advisors assess the current state of your financial functions and provide future state transformation. Our strength is our global experience, execution, modernization, and dedication to your success story. To learn more about us, please visit our website at https://www.actualizeconsulting.com/.