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Actualize Consulting

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Actualize Consulting

Actualize Consulting is a professional services firm specializing in business process engineering and technology implementations for financial institutions.

With offices in New York, Virginia, Canada, UK, and Mexico – we are able to keep our finger on the ever-changing pulse of the Capital Markets, Treasury, Mortgage and Fixed Income areas. We serve mortgage firms, banks, insurance companies and other financial institutions, Federal and State Government, as well as specific activities of Fortune 1000 firms.

06/03/2026

We’re excited to celebrate a milestone for two members of the Actualize Consulting team!

Please join us in congratulating Ariane in our Brazil office and Shubham in the US as they transition into full-time roles with Actualize Consulting. 🎉Since their first day at Actualize, both have brought collaboration, dedication, and a people-first mindset to our global team.

Shubham’s journey from intern to full-time team member is also a fantastic reflection of the talent, innovation, and future leadership we’re proud to support and develop at Actualize. (Be sure to keep an eye out for his full story on an upcoming podcast episode later this month!)

Ariane and Shubham, thank you for all that you do. We’re excited for what’s ahead and so glad to have you continuing this journey with us as part of the !

06/02/2026

Most professionals don’t avoid taking PTO because they don’t value rest. They avoid it because coming back feels worse than leaving.😵‍💫

The overflowing inbox.
The missed decisions.
The “vacation punishment” turns time off into stress recovery from the stress of taking time off.

In our latest Deep Dive podcast episode, Kerry Wekelo shares a practical framework for time off in a way that actually supports employee wellness, productivity, and sustainable performance, not just during time away, but after returning to work.

At Actualize Consulting, we know that a healthy organizational culture is built through intentional systems, clear communication, and leadership that supports people as humans first. Because burnout prevention and employee engagement directly impact collaboration, retention, innovation, and performance.

Listen in on this conversation to hear more about:
✔️ Delegation strategies that actually work
✔️ Creating boundaries that support true “unplugging”
✔️ Reducing return-to-work anxiety through proactive solutions
✔️ Building a healthier workplace culture through intentional planning
✔️ Why rest is a business strategy, not a reward

🎧 Catch the full episode at the link below or available on your preferred streaming platform to rethink how your organization approaches PTO, leadership, and employee well-being. https://www.youtube.com/watch?v=DRPcPKrDJHg

💙Learn more about our Culture Infusion program here: https://www.actualizeconsulting.com/cultureinfusion.html

05/28/2026

Please help us welcome Jemmima Lim to Actualize Consulting as a new Senior Consultant in our UK Treasury practice group! 🎉

We look forward to her learning, growing, and contributing alongside our global team of trusted advisors. Welcome to the , Jemmima! We’re so glad to have you with us!

05/25/2026

As Memorial Day weekend approaches, we pause to reflect on its true meaning.

At Actualize Consulting, our people-first culture is rooted in gratitude, service, and recognizing the impact others have on the lives and opportunities we often take for granted every day.

The freedom to build careers we love, support our families, collaborate globally, and create meaningful connections exists because of those who served with selfless sacrifice.

Today, we remember and honor them.

If you feel comfortable sharing in the comments:
We’d love to hear about someone you’re honoring, remembering, or thinking about this Memorial Day weekend. ❤️🤍💙

05/22/2026

One of the most valuable parts of events like the Association of Corporate Treasurers Annual Conference 2026 is the human connection behind the conversations and space for real discussions, shared learning, relationship-building, and honest conversations about the challenges and opportunities shaping the market today.

Kudos to our UK team for showing up thoughtfully, supporting one another throughout a busy week, and continuing to represent Actualize Consulting so well across the global treasury community! 🌍

05/21/2026

⭐ Intern Spotlight: Andrea Ma

Andrea recently joined Actualize Consulting as a Co-Op Intern with our Canadian team while pursuing a Computer Science and Business Administration Double Degree at the University of Waterloo.

Drawn to Actualize’s unique intersection of technology, capital markets, and treasury, Andrea is especially excited by the opportunity to learn from the knowledgeable and collaborative people across the firm.

Fun fact: Andrea recently completed a semester abroad in China! 🌏We can't wait to hear more about that experience!

We’re excited to have you on the team, Andrea, and can’t wait to see all you accomplish this summer. 💙

05/19/2026

From Data Silo ➡️ Executive Dashboard

Many treasury teams have already done the hard part - centralizing cash, payments, and FX exposure within Kyriba. But visibility still stops short of the people making the decisions.

CFOs and Finance leaders aren’t operating inside the TMS, so treasury data is often pulled into Excel and shared as static reports.

But by the time it reaches leadership, it’s already outdated. 👎🏼
So teams compensate with more reporting. More files. More cycles.

🚀 What’s changing isn’t how much is reported, it’s how treasury data is delivered.
At Actualize Consulting, we help organizations extend treasury data beyond the TMS, enabling connected, real-time visibility that’s accessible, current, and actionable for stakeholders.

And that shift shows up quickly:
→ Decisions made with current, not historical, data
→ Manual reporting cycles reduced or eliminated
→ A consistent, trusted view of cash, liquidity, and risk

It’s a different operating model, one where treasury data actively informs decisions instead of following them.

🫱🏼‍🫲🏼Our team of trusted advisors designs and delivers Kyriba-to-Power BI reporting solutions for treasury functions seeking to extend their TMS investment into executive-level insight.

➡️Swipe to see how we partnered with a client to solve this exact visibility challenge. Full use case here:https://www.actualizeconsulting.com/uploads/1/6/8/0/16806736/2026_ac_data-silo-to-executive-dashboard.pdf

Where are you seeing the biggest gaps between treasury data and decision-making today? ⬇️

Email [email protected] to discuss what a connected reporting architecture could look like for your organization.

05/18/2026

We’re excited to welcome our 2026 summer interns to Actualize Consulting! 🎉

Please join us in welcoming:
✨ Andrea Ma (Canada)
✨ Daley Adams (U.S.)
✨ Arushi Nisar (U.S.)
✨ Adam Nguyen (U.S.)
✨ Chris Sweerts (U.S.)
✨ Ethan Fabro (U.S.)

At Actualize, we believe the future of consulting, treasury, technology, and transformation starts with investing in people. Our internship program is designed to give students and emerging professionals real-world experience, meaningful mentorship, and opportunities to contribute alongside global industry experts.

We’re excited to support this talented group as they learn, grow, collaborate, and bring fresh perspectives to our teams this summer. Welcome to the ! 💙

05/15/2026

Most companies still think of Supply Chain Finance (SCF) as just a treasury tool. The ones getting the most value from it? They’re using it as a strategic advantage across their supply chain.

In our latest podcast, Actualize Consulting’s Director Martin Santiago and Manager Adrian Mendieta, break down how SCF is evolving beyond liquidity management and reshaping how buyers and suppliers collaborate in today’s high-pressure, high-interest rate environment.

A few highlights from the conversation👇

🔹Turning payment terms into partnerships | How leading organizations are shifting from tension to true win-win dynamics

🔹From cash flow to resilience | Why SCF is becoming a critical level for stability in uncertain markets

🔹Strategy over standardization | What separate high-impact programs from one-size-fits-all approaches

🔹The reality of implementation | Where most programs struggle and what it takes to get it right

The takeaway: When used well, SCF is a strategic lever for stronger partnerships, enhanced liquidity, reduced risk, and builds the kind of collaborative supply chain ecosystem that creates long-term value for everyone in it.

If Supply Chain Finance is on your roadmap, let’s start a conversation about how it can be tailored to your organization’s goals.

Take a listen, and tell us in the comments: where is working capital or supplier pressure showing up most in your organization right now?

🎙️ Listen to the full episode here: https://www.youtube.com/watch?v=F_uDZcM_sVw

05/09/2026

In honor of Mother’s Day weekend, we’re celebrating the people who show up for others every day - and remembering ways to celebrate ourselves, too. 💙

At Actualize Consulting, we believe culture is built in the everyday moments: how we support, recognize, and uplift one another. Whether it’s creating space to recharge, recognizing someone’s effort, offering encouragement, or simply checking in, small moments of appreciation can have a lasting impact on the people and teams around us.

We are grateful for the mothers, caregivers, mentors, leaders, and support systems who help shape stronger families, workplaces, and communities every day.

For more insights on culture, gratitude, and people-first leadership, visit us online at https://www.actualizeconsulting.com/cultureinfusion.html.

🌸Happy Mother’s Day from all of us at Actualize Consulting.

Address

54 W. 40th Street
New York, NY
10018

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17038681506

Website

http://www.actualizeconsulting.com/

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