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Actualizing Success

Actualize Consulting

Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.

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Episodes

76 episodes

  1. Global Connection: Cultivating Culture Across Borders 22:53
  2. Forged in Production: The TransformX Story for MISMO® Adoption 40:32
  3. Navigating the ISO 20022 Address Mandate 10:53
  4. MISMO Adoption: Common Challenges and How to Overcome Them 37:36
  5. Choosing to Return: A Story of Team Appreciation and Growth 15:35
  6. Deep Dive: The CFO's Treasury Health Check: 11 Questions Every Treasury Leader Should Be Able to Answer 28:13
  7. Success Story: Intern to Full Time Consultant 11:11
  8. Deep Dive - Planning for Vacation: Unplug, Relax, and Return without the Chaos of Catching Up 17:57
  9. Unlocking Working Capital with Supply Chain Finance 17:55
  10. Unlocking MISMO Housing Counseling Data: Insights from Industry Leaders 26:40
  11. Deep Dive into our White Paper: Let's Focus on the Solution 20:22
  12. Deep Dive into our White Paper: Shaping the Future of Consulting - Advice from Women Leading the Way 16:57
  13. Deep Dive into our White Paper: Optimizing Cash Inflow Processes with ERP-TMS Bank Integration 16:55
  14. Deep Dive into our White Paper: Transforming Team Challenges Into Homeruns 16:57
  15. 120 Days into Consulting 24:16
  16. PMO with Purpose: Aligning Projects for Maximum Impact 23:50
  17. Enterprise Data Strategy – Forging the Path to AI In Treasury 31:53
  18. Inspiring Change Through Giving Back 15:31
  19. Observations and Expert Analysis on the Mortgage Space 20:40
  20. 60 Days into Consulting 16:53
  21. Agriculture Finance and The Future of Farming 19:47
  22. Understanding In-House Banking 6:12
  23. Strengthening Treasury Against Fraud Risks 22:53
  24. Encouraging Team Connection 16:30
  25. Understanding Liquidity in Mortgage-Backed Securities: The Role of the TBA Market 7:20
  26. The Glass Half Full Approach 30:08
  27. AI Impact on Loan Origination 23:38
  28. 2025 Treasury Outlook 15:36
  29. TMS and ERP Best Practices for Treasury 18:46
  30. Changes in the Mortgage Industry 19:30
  31. ISO 20022: Adopción, Implicaciones y Beneficios 17:37
  32. Best Practices of Working Remotely 20:49
  33. Effective Liquidity Planning 10:37
  34. Co-Op and Intern Experience at Actualize Consulting 23:42
  35. The Real Impacts of ESG on the Mortgage and Securities Market 32:11
  36. Treasury Technology Health Check 20:42
  37. Empowering People to Thrive 25:11
  38. Technology and Innovation in Affordable Housing 15:42
  39. Payment Strategy Within Treasury Functions 19:54
  40. What to Expect in the 2024 Mortgage Market 23:09
  41. Using Technology to Advance Treasury Operations 22:57
  42. How to Retain Treasury Talent 24:10
  43. 2024 Treasury Outlook 26:14
  44. Enterprise Information Management (EIM) Success 13:13
  45. Modern Approach: TMS Vendor Evaluations 19:22
  46. ISO 20022: Adoption, Implications, and Benefits 21:33
  47. Evaluación de la Tesorería: Componentes y transformación 19:32
  48. Mortgage Industry Updates, Trends, and Expectations 19:13
  49. Treasury’s Path to Resilience and Readiness 17:47
  50. Global Expansion and Connecting Cultures 19:21