Financials

SAS@Capital One

SAS Health became the place Capital One uses to query shared, documented data instead of competing desktop extracts.

Tenable@Carlyle Group

Carlyle Group asked for a cleaner operating picture of endpoint detection. Tenable is what they run.

Asana@Carlyle Group

Financials teams at Carlyle Group treat Asana as the working layer for documentation.

OpenText@Carlyle Group

Shared Cybersecurity workspaces help Carlyle Group keep hybrid collaboration honest across teams.

Anaplan@Carlyle Group

Anaplan Workflow sits in the daily path at Carlyle Group, especially for underwriters and claims handlers.

SS&C@Carlyle Group

Financials teams at Carlyle Group treat SS&C as the working layer for banking operations.

ServiceNow@Carlyle Group

ServiceNow is how Carlyle Group keeps IT service requests visible to people who have to act on it.

Anaplan@Cboe Global Markets

Connected Planning sits in the daily path at Cboe Global Markets, especially for underwriters and claims handlers.

SS&C@Cboe Global Markets

Cboe Global Markets asked for a cleaner operating picture of core processing. SS&C is what they run.

Cartesia@Cboe Global Markets

A Cartesia Voice API rollout at Cboe Global Markets took operations automation out of inboxes and into a named queue.

Fiserv@Cboe Global Markets

Financials teams at Cboe Global Markets treat Fiserv as the working layer for banking operations.

Deel@Cboe Global Markets

Shared Deel Hire workspaces help Cboe Global Markets keep HR operations honest across teams.

Temenos@Cboe Global Markets

Underwriters and claims handlers at Cboe Global Markets review policy and claims in Temenos Transact rather than in personal files.

Anaplan@Charles Schwab

Underwriters and claims handlers at Charles Schwab review policy and claims in Anaplan Modeling rather than in personal files.

Intuit@Charles Schwab

Charles Schwab standardized financial planning on Intuit instead of keeping parallel copies.

SAP@Charles Schwab

Order desk and finance at Charles Schwab review order management in SAP S/4HANA rather than in personal files.

Proofpoint@Charles Schwab

A Information Protection rollout at Charles Schwab took email security out of inboxes and into a named queue.

Google Cloud@Charles Schwab

When backup and failover outgrew homegrown tracking, Charles Schwab brought in Google Cloud.

AWS@Charles Schwab

A Amazon S3 rollout at Charles Schwab took applied AI delivery out of inboxes and into a named queue.

Fiserv@Charles Schwab

Charles Schwab asked for a cleaner operating picture of core processing. Fiserv is what they run.

Microsoft Azure@Charles Schwab

Power Platform became the place Charles Schwab uses to keep procedures next to the work so people do not hunt through inboxes.

SS&C@Charles Schwab

Charles Schwab folded SS&C Blue Prism into insurance operations so underwriters and claims handlers share one view of policy and claims.

Coupa@Charles Schwab

Charles Schwab runs source to pay on Coupa so ownership is obvious when work stalls.

Zoom@Charles Schwab

Financials teams at Charles Schwab treat Zoom as the working layer for hybrid collaboration.