Clarendon Partners, LLC

Unlock the Power of IT & OT Convergence with AI    The convergence of IT & OT, fueled by AI, is transforming financial services—enabling real-time insights, predictive maintenance, better fraud detection, and enhanced regulatory compliance.    Forward-thinking institutions are leveraging this strategy to boost efficiency, foster innovation, and drive sustainable growth.    Curious how AI-driven convergence can reshape your organization? Read more here: https://lnkd.in/d5bz8jQ7    #AI #DigitalTransformation #FinancialServices #ITOTConvergence #Innovation #OperationalExcellence 

EPM AI Advances for FP&A in 2025 Finance teams are evolving from number-crunchers to strategic partners—thanks to AI-driven Enterprise Performance Management (EPM) solutions. Here’s how AI is transforming FP&A: Dynamic Forecasting: Real-time models that evolve with the market → EPM tools integrate actual financial data daily, automatically updating forecasts. No more exporting ERP data into spreadsheets—automation keeps models fresh and relevant, minimizing manual effort. Smarter Decision-Making: Insights at lightning speed → AI-driven analytics transform scattered data into actionable insights, comparing it to budgets, forecasts, and historical trends. This helps finance teams zero in on what matters most. Resource Optimization: Seamless alignment of people and demand → When resource allocations shift, AI-powered EPM tools automatically adjust forecasts, ensuring plans stay current and aligned with business goals. Continuous Improvement: Accuracy that gets better over time → Machine learning in EPM tools refines forecasts by learning from past data. Irrelevant data is automatically excluded, ensuring projections are more precise as conditions change.   With AI driving more accurate budgets, faster reactions to market changes, and smarter resource planning, finance teams are making better decisions faster than ever. How is your team using AI to enhance planning and analysis? Let’s explore how we can help you stay ahead. Reach out to evolve@clarendonprtrs.com to get started. #FP&A #AI #EPM #Finance #BusinessTransformation

Wishing everyone a vibrant and prosperous New Year! As we step into 2025, let’s embrace new opportunities and possibilities together. May this year be filled with inspiration, growth, and success. Cheers to fresh beginnings and exciting adventures ahead from all of us at Clarendon Partners!

Happy Holidays from Clarendon Partners! As we celebrate this special season, we reflect on the partnerships and successes we've built together throughout the year. We wish you peace, joy, and warmth during the holidays and look forward to a bright and prosperous New Year. Happy Holidays from all of us!

Harnessing Responsible AI for Investor Confidence In today’s rapidly evolving AI landscape, the principles of Responsible AI are no longer optional—they are essential for innovation, growth, and investor trust. Our latest blog explores how companies can differentiate themselves by adopting Responsible AI practices, including:  - Robust AI Governance frameworks - Purposeful AI Controls to mitigate risks - Transparent communication to foster trust Investors and customers are increasingly drawn to organizations that align innovation with ethical standards. By prioritizing Responsible AI, firms can secure long-term growth, mitigate risks, and enhance their reputation in the marketplace. Read the full blog to learn how Responsible AI is shaping the future of sustainable innovation and investment here: https://lnkd.in/eq4PybU2. Contact us at evolve@clarendonptrs.com to learn more about our AI Governance and Controls services.

In today’s fast-paced environment, data drives growth, stability, and scalability. Data provides critical insights, enabling businesses to uncover new market opportunities, optimize operations, and deliver tailored products and services. With the power of data analytics, companies can identify trends and patterns that enhance decision-making, refine marketing efforts, and streamline supply chains, all while improving customer experiences. Data also strengthens organizational stability by supporting proactive risk management. Real-time access to data allows businesses to anticipate and address potential challenges, ensuring resilience in the face of market volatility. This agility is essential for maintaining a competitive edge in today’s dynamic landscape. When it comes to scalability, a robust data strategy is key. As businesses grow, advanced analytics and data management systems help manage increasing data volumes efficiently, enabling seamless expansion into new markets without sacrificing quality or performance. Data is more than an asset—it’s a strategic enabler. At Clarendon Partners, we help our clients design, implement, and mobilize data strategies that drive stability, unlock growth, and support scalable success. #DataStrategy #RiskManagement #BusinessResilience #DataAnalytics #OperationalExcellence #DigitalTransformation

The Future of Open Banking: Are You Ready for CFPB Rule 1033? On October 22, 2024, the CFPB released its final Rule 1033, setting a new standard for data sharing in financial services. This transformative rule puts consumers in control of their financial data, promoting transparency, competition, and innovation in the industry. As we look to 2025, the financial landscape will be shaped by consumer demands for data portability, better products, and stronger data rights. But navigating these changes won’t be easy. Institutions will need to: ✅ Upgrade technology and API infrastructure ✅ Strengthen data security and encryption protocols ✅ Build scalable, interoperable systems ✅ Enhance operational readiness and governance   While these challenges are significant, they are also opportunities to build consumer trust, drive innovation, and stay competitive. Read our latest article to explore how your organization can turn compliance into a competitive advantage: https://lnkd.in/dyBggAxA   #OpenBanking #Rule1033 #FinancialServices #Compliance #Innovation

At Clarendon Partners, we are thankful for the incredible partnerships, collaboration, and support we’ve experienced this year. As we reflect on all we’ve accomplished together, we are filled with gratitude for our clients, colleagues, and community. Wishing you and your loved ones a warm and joyful Thanksgiving filled with gratitude and togetherness. Happy Thanksgiving from all of us at Clarendon Partners!

We’re proud to announce that Clarendon Partners has once again been named Best of Arlington for 2024—marking six consecutive years of this recognition! 🎉 Since 2019, we’ve been honored to receive this award, reflecting our ongoing dedication to delivering impactful solutions and exceptional service. This achievement wouldn’t be possible without our talented team and incredible clients—thank you for your trust and support. Here’s to continuing our mission of driving success for organizations in Arlington and beyond! #AwardWinning #BestOfArlington #ClarendonPartners

CFOs today face unprecedented challenges. Balancing evolving technologies, navigating global financial uncertainty, and driving enterprise goals demands innovative solutions beyond traditional financial oversight. At Clarendon Partners, our FP&A as a Service equips CFOs to drive growth, strengthen resilience, and boost profitability. Here’s how we help organizations navigate complex financial challenges: Building a Capacity Model for Professional Services: We’ve partnered with a client seeking better insights into their professional services operations. By creating a demand and supply-driven capacity model, we enabled them to build their FY25 budget with confidence. This model aligns resources with business demand while maintaining flexibility for the future. For a company that previously faced negative margins and struggled to re-forecast regularly, this impact has been transformative, enabling them to plan for positive margins, align resources effectively, and maintain flexibility with a dynamic model that updates monthly. Centralizing Consolidated Reporting: An organization facing challenges with disparate ERP systems sought the Clarendon Partners team to help streamline their reporting process through a robust EPM tool. We’re guiding them through detailed requirements gathering, vendor contract negotiations, and project managing the implementation of the new system. Leveraging our years of experience with these tools, we are providing subject matter expertise and best practices to ensure a successful implementation. This approach ensures their investment in a new technology stack is fully realized. We’re helping clients navigate financial complexities with tailored solutions that drive impact from streamlining processes to implementing strategic tools, we’re empowering organizations to turn challenges into opportunities and unlock their full potential. Reach out to our team to see how we can help your organization overcome financial challenges, optimize processes, and drive sustainable growth. #CFOLeadership #FinancialTransformation #FPAasAService #ERPOptimization