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Business Process

Actualize consultants have deep expertise in the interdependent processes and structures required to process complex financial instruments and in implementing accounting and finance systems. We support your needs from developing enterprise-wide business architecture to organization benchmarking and restructuring across our all Areas of Expertise.
  • ​Enterprise business architecture
  • Finance transformation roadmap
  • Organization benchmarking and restructuring
  • Trade processing
  • Mortgage conduit integration (i.e., process to process, B-to-B, B-to-C and securitization)
  • New financial product implementation
  • Integration of accounting standards
  • Sub-ledger and general ledger chart of account redesign
  • Accounting close process reengineering
  • Controls and compliance reviews

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  • Home
  • Areas of Expertise ▼
    • Market Trends
    • Infusion Programs ▼ >
      • Culture Infusion
      • Gratitude Infusion
      • In the News
      • Interactive Sessions
      • Testimonials
    • Capital Markets ▼ >
      • Risk Management Oversight
    • Mortgage & Fixed Income
    • Treasury
    • Collateral Management >
      • Operations
      • Regulatory
  • Services ▼
    • Business Process
    • Finance Transformation
    • M&FI Services ▼ >
      • Data Management
      • Digital Mortgage
      • Integrated Mortgage Disclosure
      • MERS
      • MISMO®
      • MISMO® Authorized Assessor
    • Reporting & Analytics
    • Software Implementation
    • Treasury Services ▼ >
      • Bank Rationalization
      • Bank Relationship Management Service
      • Cash Forecasting
      • Digital Treasury
      • Management Reporting and KPIs
      • Treasury Assessment
      • Treasury Policies Review
      • Valuation
    • Vendor Selection
  • Products
  • About Us ▼
    • Webinars
    • Testimonials
    • Twitter Feed
    • Contact Us
    • Podcast
  • Careers
  • Client Satisfaction
  • Employee Portal ▼
    • Consulting Basics
    • Success at Actualize
    • Client Outreach Request
    • Project Set-Up
    • Internal Info ▼ >
      • Newsletter
    • Time and Expense Reporting Video Guides
    • Internal Systems Video Guides
    • Internal System Tips