https://thegloss.ie/module-five-case-study-how-to-implement-the-50-30-20-financial-method/
Case Study: How To Implement The 50/30/20 Financial Method - The Gloss Magazine
Oct 9, 2025 - Allocate 50% of your budget on needs, 30% on wants and 20% for financial goals including a pension, investments, debt or savings
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https://www.aithent.com/
Aithent: Case Management Solutions for Financial Institutions
Dec 15, 2025 - Companies and governments of all sizes trust Aithent’s expertise and solutions to solve their operational challenges and meet their digital transformation...
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https://www.maltatoday.com.mt/news/court_and_police/138469/court_hears_financial_tax_and_corporate_records_in_ongoing_case_against_former_fisheries_director
Court hears financial, tax and corporate records in ongoing case against former fisheries director
Witnesses from tax authorities, banking institutions and the company registry testify as court examines income streams, transactions and company structures...
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https://www.5wpr.com/practice/payoneer-case-study.cfm
Financial Technology PR: 5W PR Case Study - Payoneer
Case study of public relations agency success for Payoneer.
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https://www.starburst.io/resources/british-financial-institution-case-study/
British Financial Institution Case Study | Starburst
Starburst positions British bank for innovation and faster data-driven decision-making in the competitive banking industry.
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https://www.dfinsolutions.com/knowledge-hub/thought-leadership/case-study/european-wax-case-study
European Wax Case Study | Donnelley Financial Solutions (DFIN)
Driving Efficiency and Confidence: European Wax Center’s SEC Filing TransformationEuropean Wax Center needed a way to reinvent their financial reporting by...
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https://grcoutlook.com/strengthening-aml-fraud-detection-effectiveness-the-case-for-financial-crime-red-teaming/
Strengthening AML & Fraud Detection Effectiveness: The Case for Financial Crime Red-Teaming -...
Oct 2, 2025 - Measuring the Unmeasurable Cross-sectional analyses tentatively indicate that better FATF ratings are affecting volume of SARs filed, recoveries, fines, and...
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https://hexcodemarketing.com/case-study/rt-financial/
Case Study - RT Financial - Hexcode Marketing
May 22, 2023 - RT Financial Advisors RT Financial is an investment advisory firm located in Wichita, KS. With room to grow, they came to us looking to establish a marketing...
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https://www.alibabacloud.com/en/customers/astra-financial?_p_lc=1
Astra Financial: Retail Financial Provider in Indonesia - Alibaba Cloud Case Study
Alibaba Cloud's easy-to-use, secure, and reliable cloud platform provides Astra Financial with rapid development of its big data application that runs on...
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https://www.nationalunderwriter.com/the-case-approach-to-financial-planning-bridging-the-gap-between-theory-and-practice-sixth-edition.html
The Case Approach to Financial Planning: Bridging The Gap Between Theory and Practice, Sixth Edition
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Sixth Edition, provides readers with a comprehensive framework for...
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https://fullyvested.com/insights/case-study/bailard-2/
Financial PR Case Study: Bailard | Vested
Dec 9, 2024 - Vested successfully and compliantly launched the new Bailard.com with integrated Wealth Management and Asset Management arms under a single domain with a...
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https://www.elastic.co/virtual-events/how-fsis-can-promote-modern-interoperable-ecosystems-societe-generale-case
How Financial Services Can Build Scalable, Interoperable Ecosystems – A Société Générale Case Study...
Discover how financial institutions can break data silos, integrate cloud and on-premises systems, and scale efficiently. Watch Société Générale’s insights...
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https://torchbox.com/public-sector/work/financial-reporting-council-website-launch/
Financial Reporting Council | Website Case Study | Torchbox
Read how the Financial Reporting Council (FRC)’s new website marks a significant step forward in digital accessibility and accuracy for financial...
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https://www.ibtimes.com/illusion-stability-fiat-banking-case-crypto-financial-freedom-3795390
The Illusion of Stability in Fiat Banking and the Case for Crypto as Financial Freedom | IBTimes
Jan 15, 2026 - Traditional fiat banking presents itself as a stabilizing force. In reality, it has become an expensive intermediary that thrives on complexity, opacity, and...
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https://jlcollinsnh.com/2013/11/12/case-study-4-using-the-4-rule-and-asset-allocations/
Financial Independence Case Study #4: Using the 4% Rule and Asset Allocations - JLCollinsnh
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https://fullyvested.com/insights/case-study/finlync/
Financial PR Case Study: Finlync | Vested
May 29, 2025 - Vested and the Plynk team created the “Plynk Investing Dollar Store.” The physical pop-up was on-site at holiday markets and shopping districts in New...
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https://fullyvested.com/insights/case-study/plynk/
Financial PR Case Study: Plynk | Vested
Dec 9, 2024 - Vested and the Plynk team created the “Plynk Investing Dollar Store.” The physical pop-up was on-site at holiday markets and shopping districts in New...
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https://financialpost.com/fp-finance/cryptocurrency/u-s-seizes-bitcoin-worth-us15-billion-in-pig-butchering-case
Bitcoin worth US$15 billion seized in ‘pig-butchering’ case | Financial Post
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https://www.nationalunderwriter.com/comprehensive-financial-planning-bundle-the-fundamentals-and-the-case-approach.html
Comprehensive Financial Planning Bundle: The Fundamentals and The Case Approach
Comprehensive Financial Planning Bundle: The Fundamentals and The Case Approach
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https://www.starburst.io/resources/american-financial-institution-case-study/
American Financial Institution Case Study | Starburst
Learn how this American financial institution partners with Starburst to unlock data access and streamline self-service analytics.
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https://www.starburst.io/resources/financial-software-company-case-study/
Financial Software Company Case Study | Starburst
The financial software company implements Starburst Enterprise to consolidate data from multiple sources following new acquisitions
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https://northshore.digital/visitors-insurance-canada/
Visitors to Canada Insurance | Financial Services Case Study
Jul 11, 2024 - How we help Easy Links Financial generate inquiries and online visibility for a global travel insurance quote system for visitors to Canada
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https://www.fi-compass.eu/library/case-studies
Case study publications on financial instruments
Examples of good practice in financial instrument implementation
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https://www.worktango.com/resources/case-studies/american-eagle-financial-credit-union
Case Study: American Eagle Financial Credit Union x WorkTango
Learn how AEFCU’s investment in WorkTango ensured that every employee’s voice was heard, and that their hard work was appreciated.
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https://videos.opentext.com/watch/q7w1oGDVkDJyAFr2FMQMxo
Use Case #1: Customer onboarding for Financial Services (OpenText Total Experience for FSI)
A Customer onboards through a self-service portal to submit necessary documents and information, which are automatically captured and processed using AI to...
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https://www.zscaler.com/customers/mercury-financial
Mercury Financial Case Study | Customer Stories | Zscaler
Learn how Mercury Financial improves security and efficiency while reducing IT support tickets with the Zscaler Zero Trust Exchange.
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https://www.adstradata.com/blog/financial-case-for-identity/
Financial Case for Identity - Adstra
Jul 29, 2025 - CMOs today are well aware that they need identity solutions to bring their marketing efforts to life. As marketing and advertising expand across new and...
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https://northshore.digital/extended-health-canada/
Extended Health Canada | Financial Services Case Study
Jul 11, 2024 - How we help Easy Links Financial generate inquiries and online visibility for a national extended health insurance quote system in Canada
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https://coingeek.com/sec-v-ripple-us-regulator-asks-court-to-make-ripple-produce-more-financial-statements/
SEC demands more financial data from Ripple in ongoing case
The U.S. securities regulator has requested a federal judge compel Ripple to produce more financial statements related to institutional sales of XRP, which...
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https://bolttech.io/case-studies/financial-services-case-study/
Financial Services Case Study | bolttech
A prominent financial services organization, renowned for its network of independent agents dedicated to helping families and individuals secure their
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https://jlcollinsnh.com/2014/01/14/case-study-7-what-it-looks-like-when-everything-financial-goes-wrong/
Case Study #7: What it looks like when everything financial goes wrong - JLCollinsnh
Dec 31, 2024 - A couple of months back I was walking the dog on a beautiful Fall afternoon. As I sat on a bench enjoying the sun it occurred to me it had been a very long...
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https://www.capita.com/our-work/streamlining-bexleys-financial-operations
Streamlining Bexley’s financial operations | Capita case study
Find out how we supported the London Borough of Bexley with cost savings for their Accounts Payable service whilst maintaining service quality.
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https://fullyvested.com/insights/case-study/grayscale-3/
Financial PR & Advertising Case Study: Grayscale | Vested
Dec 9, 2024 - Vested partnered with digital asset manager Grayscale to launch Drop Gold, a fully integrated digital campaign for bitcoin investing.
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https://fna.fi/insights/case-study-financial-market-monitoring-via-social-media-and-web-extraction-advanced-analytics-platform/
Case Study: Financial Market Monitoring via Social Media and Web Extraction Advanced Analytics...
Jun 10, 2025 - In a recently published case study, Cambridge Suptech Lab outlines the development of an artificial intelligence (AI) and machine learning-powered monitoring...
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