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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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In this episode of the Actualizing Success Podcast, Actualize Consulting managers Hunter Atchison and Wesley Rodenstine tackle the looming ISO 20022 address mandate, a topic that carries massive implications for treasury and payment professionals worldwide. Join Actualize Consulting’s experts as they discuss why ignoring this regulatory change could impede your organization’s ability to send payments, and get the clarity you need to prepare your systems and processes. They clearly outline the...
AI, automation, and digital transformation are reshaping the mortgage industry, but none of them can reach their full potential without a strong data foundation. In this episode of Actualizing Success, Actualize Consulting Partner Matt Seu is joined by Brian Vieaux, President of MISMO, and Geran Combs, Managing Director at Actualize, to explore why MISMO adoption remains one of the industry's biggest challenges, how organizations can reduce implementation friction, and why standardized data i...
In this episode, COO Kerry Wekelo and Manager Kate Walker explore the power of gratitude-driven leadership, authentic workplace culture, and meaningful career growth. Kate shares her journey of returning to Actualize Consulting after exploring other opportunities and why the company’s people-first culture, professional kindness, and focus on personal development made it feel like home. Don’t miss this conversation to hear how gratitude, authenticity, employee well-being, and purpose-driven le...
What if your organization’s biggest financial risks aren’t the ones you can see, but the blind spots hiding beneath the surface? In this episode, we explore the critical role treasury plays in helping organizations move from reactive decision-making to strategic financial control. Inspired by Actualize Consulting’s Treasury Health Check framework, this conversation breaks down how finance leaders can strengthen visibility, reduce operational risk, improve liquidity management, and build resil...
In this inspiring episode, Actualize Consulting’s COO Kerry Wekelo sits down with Senior Consultant Shubham Mehta and interns Adam Nguyen and Arushi Nisar to explore what truly sets standout interns apart. Shubham shares the story of how he transformed his internship experience into a full-time role by taking initiative, documenting his growth, and building a portfolio website that showcased not just his work but the mentorship, collaboration, and culture behind it. Adam and Arushi reflect on...
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