A Banking Solution

A large regional bank in the Southwest was having reporting issues with another consultant and understanding what was going on with their properties throughout the year. We needed to find a solution of a way to provide immediate insights to lend transparency to the process.


A client before we began to work with them was having a large issue with communication with their consultant, and being able to understand where properties were at during the property tax cycle.


We needed to build our relationship with the client, showing our commitment to service. Establish regular calls with our client to make the process transparent. We also needed to provide our client with access to our client dashboard.


A client that had a dashboard for their properties to see what properties had been moved to what phase of the process and when. Bi-monthly calls were established along with quarterly accrual reports to report to their AP team.

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