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 excited to welcome Wynter Evans, MHRM, SHRM-SCP, CCHP as Senior Vice President of People Operations at SolomonEdwards! A recent graduate of the University of Richmond with a master’s in human resources, Wynter brings over a decade of experience in HR operations and systems and a strategic, data-driven approach to optimizing processes, enhancing efficiency and elevating the employee experience. Wynter’s expertise in HR technology, process improvement and team building will be instrumental in driving innovation and scalability across our growing organization. Her passion for people and technology aligns perfectly with our vision for the future. Please join us in welcoming Wynter to the team!

A large regional bank needed a PMO to drive development and rollout of new products and service offerings. We built the framework, trained their team, and ensured long-term success. Read the full success story to learn how we helped this bank enhance project execution and innovation: https://lnkd.in/e3X9ZydH

A privately held company, known for its rapid acquisition strategy, needed to bring newly acquired subsidiaries into compliance with state sales tax regulations. We provided seasoned tax professionals to bring multiple entities into tax compliance and seamlessly integrate them into the parent company’s tax structure, allowing the client’s leadership to focus on core operations. Read on to learn more how we provide highly specialized tax services:? https://lnkd.in/e7xY9qSm #Tax #TaxCompliance

Last Thursday, we had the privilege of attending the “Admins Run the World” breakfast in Chicago, celebrating some of the hardest working professionals in the midwest. SolomonEdwards is excited to support this year's The Admin Awards honoring and celebrating the dedication, talent, and immense impact that admins bring to every organization. Midwest Leaders and Executives: nominate your administrators to be recognized at the 2025 Admin Awards by clicking here: https://lnkd.in/gQZ4KXQv

Don’t miss this opportunity to hear from some of the nation’s leading industry experts in our upcoming webinar about critical drivers to improve your bank’s operational efficiencies. ?? Date: March 26, 2025 | Time: 1:30 PM CT | 2:30 PM ET Join us for a dynamic discussion led by Russell Bond, CEO of Zelus Automation Platform, LLC Automation Platform, as he hosts a panel with Meredith Rousseau and Frank Ferriola from SolomonEdwards on implementing transformative strategies to enhance in-branch savings and streamline banking operations. Register here to secure your spot: https://lnkd.in/ep-ajVSx

Outdated CRM systems are holding many wealth management firms back. Discover how Salesforce Financial Services Cloud, customized for industry-specific needs, can streamline operations and boost compliance. Check out our latest success story from Director in our Technology Enablement practice, Grant Moyer, to see how we made it happen for one wealth management firm that needed a tailored solution: https://lnkd.in/et9srQPe #Salesforce #WealthManagement #DigitalTransformation #FinancialServicesCloud #SFDC #FSC

In this month’s PULSE, we break down the key updates to Global Internal Audit Standards—a new framework with 15 guiding principles, 5 domains, and 52 mandatory standards designed to enhance transparency, efficiency, and alignment with organizational goals. Also in this issue: - Methods for rescuing complex ERP implementations - Rebuilding AML compliance under regulatory scrutiny - Strategies for seamless FDIC-assisted bank acquisitions

When a large national bank faced regulatory scrutiny for gaps in its AML oversight, our team stepped in to transform its Financial Intelligence Unit. In just six weeks, we revamped transaction monitoring, elevated investigative capabilities and introduced real-time reporting—helping the bank restore regulatory confidence and strengthen its compliance posture. Discover how our swift actions made a lasting impact: https://lnkd.in/eNE5up-W #AML #FinancialServices #FinancialCrimes #FIU #RiskManagement

Getting to know you! We had the pleasure of hosting more than 30 area consultants and prospective associates at a networking event in Houston last night. We love an opportunity to make and foster new connections and share perspectives on the trends and opportunities we’re seeing in the Houston market. #NetworkingEvents #Houston