Transform Reconciliation Operations through Automation and Digitization

Description

With transaction volumes rising and esoteric instruments becoming more common, manual spreadsheet-driven reconciliation is too slow to be sustainable. Discover how artificial intelligence and machine learning can take your path toward automation and efficiency to the next level.

This Video on Demand Webinar addresses how funds can leverage intelligent automation to smartly solve reconciliation challenges and gain a new level of speed, accuracy and efficiency.

Agenda

  • Current market dynamics and challenges in reconciliation
  • Why organizations struggle to automate reconciliation
  • Maturity path of reconciliation systems
  • Key differentiators of an ideal reconciliation solution
  • The Reconciliation-as-a-Service model
  • Best practices using case study examples
  • Product demo
Key Takeaways
  • Faster onboarding by configuring reconciliations from scratch within minutes
  • Auto-reconciling complex OTC loans and asset servicing transactions that lack standard identifiers
  • Simplifying break management and the auto-categorization of breaks with historic data analysis
  • Expediting exception management with AI/ML-based intelligent data integration and consolidation
  • Automating and streamlining the entire month-end reconciliation process and workflows
  • The benefits of a real-time reconciliation process
  • How to leverage IVP Reconciliation Managed Services for cost efficiency, operational expertise, full control and transparency

Reconciliation Solution

Enhance accuracy and flexibility with an AI-powered reconciliation solution that supports any-to-any reconciliation, processing millions of transactions in minutes.

Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

I agree to the use or processing of my personal information by Indus Valley Partners for the purpose of fulfilling this request and in accordance with Indus Valley Partners Privacy Policy