SolomonEdwards

Introducing PULSE: your monthly source for expert insights and solutions For 25 years, SolomonEdwards has been solving common and complex business problems for some of the world’s most prestigious companies. Now, we’re bringing that same depth of expertise straight to your inbox. Subscribe now to stay informed: https://bit.ly/3YJ3RpF #B2BInsights #SolomonEdwardsPulse

We’re proud to see our CEO, John Gulnac, in Forbes sharing his perspective on engaging with LinkedIn connections and sparking authentic conversations. With Q4 ahead, we're curious: If you could solve just one of these before year-end, which would it be?

"Why is growth more challenging now?" Our CEO, John Gulnac, joined Consulting Magazine’s Industry Insights podcast to share his thoughts on competing in a world where growth depends on data ownership, user adoption and change management. Listen to his full thoughts in the full episode: https://lnkd.in/gvwhPi4D #Data #GrowthStrategy #ChangeManagement #DigitalTransformation

Our team managed both acquisition and recapitalization workstreams—delivering strong technical analysis, real-time audit support, and streamlined accounting. Read the full success story to learn how we guided the process with precision here: https://bit.ly/4oUAOe3 #Accounting #Recapitalization #AuditReady #FinancialReporting #TechnicalAccounting

AI is transforming how we work, but it only succeeds when the data is ready. Data Sciences Partner, Rob Corrao, outlines how information managers are the key to turning your organization's data into action. They bring the structure, governance and clarity to your data that AI needs to deliver real business value. Discover why they should be at the center of your AI strategy: https://bit.ly/4oSiv95 #InformationManagement #DataGovernance #AI #SolomonEdwards

The Fed has made it official: crypto and fintech are no longer “novel activities” but part of the normal supervisory process. Combined with the new GENIUS Act, banks now face a clear mandate to prepare for crypto oversight. At the Bank Director Bank Board Forum, our colleague Meredith Rousseau and John Zazzera will lead the session on Getting Crypto-Ready: Why All Banks Must Prepare for Stablecoin Compliance on September 10 at 9:15 am. If you’re attending, add this session to your agenda and book 1:1 time with Meredith to discuss a variety of challenges, from crypto readiness to M&A, board training, and compliance strategies: https://bit.ly/3UIGpq1

When a rapidly growing PE-backed platform needed to scale for an aggressive M&A roll-up, SolomonEdwards stepped in. From building a corporate development function to streamlining integration and accelerating due diligence, we laid the groundwork for a high-value exit. Explore the full story: https://bit.ly/4mGmrIU #PrivateEquity #MergersAndAcquisitions #CorporateDevelopment #Integration #ValueCreation

Legacy core banking platforms can stifle innovation—draining resources with high maintenance costs, limited scalability and outdated functionality. In 2025, modernizing the core isn’t optional—it’s a strategic imperative for agility, resilience, and customer-centric growth. Read the full Insight by Frank Ferriola to see how core modernization and tech alignment are shaping the bank of the future: https://lnkd.in/ecHxxGp8 #Banking #FinancialServices #DigitalTransformation #CoreBanking #CloudNative #FutureReady #SolomonEdwards

Outdated systems can’t keep up with modern client expectations or regulatory demands. That’s why a growing investment advisory firm turned to SolomonEdwards to implement Salesforce Financial Services Cloud (FSC). From streamlining RMD workflows to automating KYC tracking, we delivered a tailored solution that enhances advisor efficiency, improves compliance, and scales with growth.   Read how we helped them modernize wealth management—without disruption:  https://lnkd.in/gdPdMwBA #WealthManagement #SalesforceFSC #FinServ #DigitalTransformation

"That's just one example of how elementary the problem can be...and yet how big of an impact it can end up having" Caroline Sherman Perez knows that many AR collection challenges don’t actually start in collections—they often originate upstream. In this case, a simple data migration miss created months of manual work and inflated costs. Watch the full recap of “The Domino Effect: How Poor Customer Setup Derails AR Operations” to see what other upstream issues can drive AR pain: https://lnkd.in/dAzZhSZZ #BusinessTransformation #DataIntegrity #OperationalExcellence #SolomonEdwards #AR #AccountsReceivable