Actualize Consulting
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Our people are our best asset and when they are supported and appreciated, it flows to our clients. Our clients consistently give us positive feedback which we always appreciate.  Although we have removed company and system names, the following quotes come directly from our clients. Our founding Partner Chad Wekelo leads by example with his main focus on client satisfaction. 
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"Chad has been able to build trust among the project leadership, and to help us move in a direction that is truly transformative for our company."

​"We've had an excellent experience working with Chad. From a client perspective, it has been refreshing working with external partners who proactively handle things, keep us organized, and are willing to adapt to our work style. Chad does a great job of thinking what he can do to simplify the process for us. We greatly appreciate this."

In the video below, Chad Wekelo discusses Actualize services and offerings - including what sets us apart from our competitors. 
"We've really enjoyed working with the Actualize team and appreciate that they are a nimble team, able to move quickly, and communicate effectively. We would definitely recommend the team to others in the future."
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​"​Brian has proved to be the "Go-To" for the our team. He always handles situations and issues with a calm and   reassuring response and interacts with the team in a very professional manner. Brian earned the nickname of "Super Man" in the project because he was consistently the person who came to our rescue when issues arose."


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"I was pleasantly surprised when speaking with Theresa regarding our company processes and internal project coding.  She knows our systems inside and out and makes doing business with Actualize easy."
Theresa says, "Working for Actualize Consulting feels just like working with family. Our employees all work hard and are recognized for doing so; I am learning all of the time from the very best people in our industry."

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​"Priscila has a very positive attitude; always responsive and proactive."
Priscila says, "
Working for Actualize has been a fantastic experience. We have a unique group of very ​talented, motivated, and experienced individuals that think outside of the box and leverage solid experience ​to come up with the best solution for our clients."


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"Jean goes above and beyond initial expectations, particularly with regards to her subject matter expertise, e.g., she contributed valuable assessments regarding [a specific mortgage tool] on [a specific initiative], even before being formally assigned!"
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Jean says, "I love working for Actualize because of the people and passion and purpose they bring to their work.  The whole experience with Actualize has been great from the start and that is because Actualize values its people.  At Actualize, you trust your team members and they trust you."

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​"Thank you for your hard work on getting us to this point! I am amazed by what you have accomplished with the accounting module. The requirements were SO complicated and unique."

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"Jon is exactly what we needed!"




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"I cannot thank Rena enough for helping us with reporting and identifying how we can construct the cash sheets the way we need them to be set up. Being able to resolve this was extremely important as we were led to believe this was not possible."


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​"John jumped into this account knowing it was somewhat of a 'rescue' and has done an amazing job. ​True team player!"


We are moving along well with Actualize - it’s a night and day improvement from what other consulting firms were providing. While other firms may have bodies that have experience managing implementations, the functional expertise from a Treasury practitioner perspective is not there.  We have definitely found that with Actualize, though.
The Actualize team has been an excellent partner in our implementation. I give them a 5 out of 5 star rating! 
You guys are awesome! Our decision to partner with you 4 years ago was one of our smartest moves. You saved us a ton of time.


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From a major government entity TransformX User about TransformX and the IT team - "We love your service. Our invoicing is simple. The very rare issues get resolved quickly!"  

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"The analysis and work product exceeded our expectations.  Matt and Geran are truly experts in the Mortgage industry and in MISMO."


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​​Copyright 2003-2022 Actualize Consulting All Rights Reserved
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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