Fiduciary Investment & Risk Management Advisors  (FIRM)

OUR STRATEGIC PARTNERSHIPS WITH INDUSTRY LEADERS FOR DIGITAL TRANSFORMATION SOLUTIONS

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May 2020 - Our partnership with Cirruslabs for PPP loan forgiveness automation for lenders and borrowers

https://https://www.cirruslabs.io/payfor

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     FIRM Advisors and Cirruslabs have partnered to create "PAYFOR", an AI driven

     technology solution, allowing banks and credit unions t efficiently verify and

     validate PPP loan forgiveness submissions by their borrowers.

     https://cirruslabs.io/payfor/

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Jan 2020 - Our partnership with CC Pace for LIBOR Transition

https://www.prlog.org/12805656-cc-pace-partners-with-firm-advisors-for-libor-transition.html

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     FIRM Advisors and CC Pace have partnered to create a LIBOR Transition and

     Transformation Program for their clients for identifying issues and execution

     gaps, improving operations, conducting complex data analysis, validating

     models, advising on valuation, product pricing and hedging, and resolving

     governance issues.

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      CC Pace:  CC Pace is a leading provider of Financial Services consulting services.

      Founded in 1980, CC Pace is nationally recognized for solving business problems and

      delivering high-impact results that improve their clients’ productivity and

      competitiveness.

      https://ccpace.com/libor/

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Dec 2019 -- Our partnership with Pendo Systems https://www.prnewswire.com/news-releases/pendo-systems-announces-a-new-strategic-partnership-with-firm-advisors-300975933.html

     FIRM Advisors and Pendo Systems have created a strategic partnership to

     provide integrated capital markets and operational expertise with innovative

     technology solutions for rapidly assessing and remediating financial and

     legal document exposures and risks related to the LIBOR Transition.

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      Pendo Systems:  State-of-the-art machine learning platform fueling the 4th Industrial

      revolution by "reading, indexing, re-papering" unstructured documents, agreements,

      contracts, and instruments and converting directly in the systems-of-record at machine

      scale and speed, for more than 3 years.

      https://pendosystems.com/

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June 2018 -- FIRM Advisors' join Mortgage Bankers Association to Teach SOMB Classes

     FIRM Advisors teach the Mortgage Bankers Association's "School of Mortgage

     Banking" classes that result in professional certifications by the MBA.

     https://mba.bravais.com/s/U2dRoC9Aqwjtj9FTaM8S