When a Top 25 US bank was issued a consent order to tighten its internal controls in order to better mitigate risk, the bank uncovered a need for defined processes and quality assurance protocols within its Trust department. Looking for immediate guidance and Trust expertise, the team brought Spinnaker on...
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Meet & Greet Stephanie Lennon: Spinnaker’s Queen of Hearts and Minds
With 25 years of experience in business strategy, operational analytics and process development, Stephanie Lennon is no stranger to managing complex organizational change and boiling strategy down to the tactical level for her team. Industrious doesn’t even begin to describe this natural-born leader and Excel aficionado, who by night applies...
A New Strain of Credit Storm: Consumer Lending at Risk
Normally, we don’t get confirmation from the National Bureau of Economic Research on whether we’ve hit a recession until long after its start. Whether that confirmation comes sooner during the COVID-19 crisis is beside the point – many experts agree that as of March 2020 we’ve entered a recession. In...
Shawn Talks with Forbes About Future-Proofing Your Business
Most of us are familiar with the old saying “Hope for the best, prepare for the worst.” Although the origin dates back to the 18th century, the message could not be more relevant today, especially for business owners. From employee turnover to insufficient capital, there are numerous potential threats that...
A Path to Mastering Your Data Analytics Journey
Where are you on the path to making more informed, data-driven decisions? Have you identified the metrics? Do you have the right people? And most importantly, do you trust your data? We live in an era where access to technology and data are at our fingertips, literally. But when we...
Finding the Right Reporting System
When a Fortune 200 financial services company needed to rethink their reporting systems, they turned to us for expertise and guidance. In particular, they wanted validation that their reporting and forward-facing data infrastructure were aligned with current business goals. The outcome? Within three months, we identified solutions to eradicate duplication,...
Using Integrated Data to Make Timely Decisions
Smart growth requires an understanding of the market and the ability to analyze data in order to prioritize opportunities. So, when a national developer came to us with a time-sensitive situation, our team was ready to put our marketing analytics skills to use. Not only did we exceed our goal...
Creating a Data System to Drive Organizational Growth
A growing company within the health information technology sector faced a confounding customer service challenge. The organization was experiencing unusually long wait times at one of its call centers and with no solution in sight made a strategic call to stop booking new business. Looking for a data-drive solution, their...
Shawn’s 5-year Banking Industry Outlook
As we are wont to do at the turn of each year, January is a time when we humans attempt to prognosticate the trends or major events to come over the next 365 days. And with this year being the start of a new decade, we’re feeling that tendency ten-fold....