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Case Studies

  • Case Studies
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Featured
Optimizing Workflow Documentation and Reporting Efficiency for Energy Sector Operations
Apr 11, 2024
Optimizing Workflow Documentation and Reporting Efficiency for Energy Sector Operations
Apr 11, 2024
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Apr 11, 2024
SEC Final Rule on T+1 Settlement Cycle: Industry Readiness and Ongoing Efforts
Feb 2, 2024
SEC Final Rule on T+1 Settlement Cycle: Industry Readiness and Ongoing Efforts
Feb 2, 2024
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Feb 2, 2024
Agile Empowerment: Enhancing BPM Systems for Organizational Transformation
Jan 8, 2024
Agile Empowerment: Enhancing BPM Systems for Organizational Transformation
Jan 8, 2024
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Jan 8, 2024
Reducing Technical Debt and Digital Transformation
Oct 23, 2023
Reducing Technical Debt and Digital Transformation
Oct 23, 2023
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Oct 23, 2023
Governance_Control_Framework.png
Jul 3, 2023
Governance Control Framework Remediation
Jul 3, 2023
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Jul 3, 2023
Maximizing Productivity and Efficiency with Microsoft Power Query
May 10, 2023
Maximizing Productivity and Efficiency with Microsoft Power Query
May 10, 2023
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May 10, 2023
Lending Transformation Program Management
Mar 24, 2023
Lending Transformation Program Management
Mar 24, 2023
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Mar 24, 2023
Booking Control Framework Enhancements
Sep 2, 2022
Booking Control Framework Enhancements
Sep 2, 2022
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Sep 2, 2022
Financial Data Operating Model Transformation Program
Feb 28, 2022
Financial Data Operating Model Transformation Program
Feb 28, 2022
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Feb 28, 2022
Optimizing a Bank’s Prime Brokerage Business to Achieve Cost Savings and Accelerate Services Innovation – Test Strategy
Feb 8, 2022
Optimizing a Bank’s Prime Brokerage Business to Achieve Cost Savings and Accelerate Services Innovation – Test Strategy
Feb 8, 2022
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Feb 8, 2022
Implementing Trade Monitoring Controls for a Leading Financial Institution
Jan 31, 2022
Implementing Trade Monitoring Controls for a Leading Financial Institution
Jan 31, 2022
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Jan 31, 2022
Addressing a need for transparency in the security-based swaps (SBS) market
Nov 29, 2021
Addressing a need for transparency in the security-based swaps (SBS) market
Nov 29, 2021
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Nov 29, 2021
Driving Effective Program Governance & Management for Uncleared Margin Rules Phase 5 & 6
Oct 30, 2021
Driving Effective Program Governance & Management for Uncleared Margin Rules Phase 5 & 6
Oct 30, 2021
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Oct 30, 2021
Deploying Program Governance & Issue Management for a Large-Scale Regulatory Program Reset and Review
Oct 28, 2021
Deploying Program Governance & Issue Management for a Large-Scale Regulatory Program Reset and Review
Oct 28, 2021
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Oct 28, 2021
Enterprise Change Standards Implementation for IBOR Transition
Oct 9, 2021
Enterprise Change Standards Implementation for IBOR Transition
Oct 9, 2021
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Oct 9, 2021
Regulatory Reporting Compliance & Data Transformation Program
Oct 6, 2021
Regulatory Reporting Compliance & Data Transformation Program
Oct 6, 2021
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Oct 6, 2021
Providing Regulatory Guidance and Testing Governance for IBOR Discounting
Sep 30, 2021
Providing Regulatory Guidance and Testing Governance for IBOR Discounting
Sep 30, 2021
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Sep 30, 2021
Leveraging Digital Tools During Process Redesign to Accelerate Large-scale Transformations
Sep 2, 2021
Leveraging Digital Tools During Process Redesign to Accelerate Large-scale Transformations
Sep 2, 2021
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Sep 2, 2021
Optimizing a Bank’s Prime Brokerage Business to Achieve Cost Savings and Accelerate Services Innovation
Aug 30, 2021
Optimizing a Bank’s Prime Brokerage Business to Achieve Cost Savings and Accelerate Services Innovation
Aug 30, 2021
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Aug 30, 2021
Deploying Program Governance & Stakeholder Communication Toolkit to Remediate Market Conduct Risk
Jul 11, 2021
Deploying Program Governance & Stakeholder Communication Toolkit to Remediate Market Conduct Risk
Jul 11, 2021
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Jul 11, 2021
Enhancing Mortgage Trading Revenue and Market Share by Integrating Digital Tools
May 22, 2021
Enhancing Mortgage Trading Revenue and Market Share by Integrating Digital Tools
May 22, 2021
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May 22, 2021
Ensuring Client Protection for Broker Dealers in Latin America
Feb 4, 2021
Ensuring Client Protection for Broker Dealers in Latin America
Feb 4, 2021
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Feb 4, 2021
Enhancing Business Controls for Surveillance Data at a Leading US Bank
Jan 27, 2021
Enhancing Business Controls for Surveillance Data at a Leading US Bank
Jan 27, 2021
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Jan 27, 2021
Transforming the Software Delivery Lifecycle through Agile
Jan 6, 2021
Transforming the Software Delivery Lifecycle through Agile
Jan 6, 2021
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Jan 6, 2021
Driving Efficiency in Client Onboarding Through Standardization and Automation
Dec 7, 2020
Driving Efficiency in Client Onboarding Through Standardization and Automation
Dec 7, 2020
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Dec 7, 2020
Remediation of Trade Recordkeeping related OCC MRA for a major US bank
Sep 10, 2020
Remediation of Trade Recordkeeping related OCC MRA for a major US bank
Sep 10, 2020
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Sep 10, 2020
Raising the Bar for Broker-Dealer Standards of Conduct Through Regulation Best Interest
Aug 25, 2020
Raising the Bar for Broker-Dealer Standards of Conduct Through Regulation Best Interest
Aug 25, 2020
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Aug 25, 2020
Achieving Operational Readiness for a Large-Scale Technology Transformation
Jul 8, 2020
Achieving Operational Readiness for a Large-Scale Technology Transformation
Jul 8, 2020
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Jul 8, 2020
Enabling Transformation & Change: Technology Change Standards and Communications
May 21, 2020
Enabling Transformation & Change: Technology Change Standards and Communications
May 21, 2020
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May 21, 2020
US QFC Stay: Implementing Technology Solutions for Complex Regulatory Mandates
May 5, 2020
US QFC Stay: Implementing Technology Solutions for Complex Regulatory Mandates
May 5, 2020
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May 5, 2020
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BIP. Monticello Consulting Group

Monticello Consulting Group is a trusted management consulting firm servicing clients in the global financial services industry. Our mission is simple—to provide exceptional management consulting services by focusing on three core principles for our clients: value creation, superior execution, and uncompromising integrity.

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