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GET https://www.autorek.com/

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Text Content

 * Solutions
   * Back
   * Solutions
   * Automated Reconciliations
   * Asset Management
     * Back
     * Asset Management
     * CASS Compliance
     * MiFID II Post-Trade Reporting
     * Regulatory Reporting
   * Banking
     * Back
     * Banking
     * Data Migration
     * Financial Controls
   * Insurance
     * Back
     * Insurance
     * IFRS 17
     * Insurance Broker Accounting (IBA)
   * Payments
     * Back
     * Payments
     * Payment and e-Money Safeguarding
 * Products
   * Back
   * Products
   * AutoRek
   * ReKognize
   * VanguARd
 * Customers
   * Back
   * Customers
   * Customer Case Studies
   * Customer Success
 * Insights
   * Back
   * Insights
   * Insights
   * Events
   * News & Blogs
 * About
   * Back
   * About
   * Corporate Social Responsibility
   * Careers
   * What We Do
   * Contact Us


 * Solutions
   * Automated Reconciliations
   * Asset Management
     * CASS Compliance
     * MiFID II Post-Trade Reporting
     * Regulatory Reporting
   * Banking
     * Data Migration
     * Financial Controls
   * Insurance
     * IFRS 17
     * Insurance Broker Accounting (IBA)
   * Payments
     * Payment and e-Money Safeguarding
 * Products
   * AutoRek
   * ReKognize
   * VanguARd
 * Customers
   * Customer Case Studies
   * Customer Success
 * Insights
   * Insights
   * Events
   * News & Blogs
 * About
   * Corporate Social Responsibility
   * Careers
   * What We Do
   * Contact Us


Demo

Whitepaper


THE RECONCILIATIONS HANDBOOK

Reconciliations are a fundamental control mechanism for finance and accounting.
Despite this, many firms across the financial services sector continue to rely
on Excel spreadsheets to carry out this crucial process.

The reconciliation process used to be relatively simple to conduct. And using
Excel, a legacy point solution, or an in-house reconciliation tool to perform
reconciliations would have once sufficed.

But the expansion of the digital economy, rising transaction volume, and
ever-changing regulatory obligations mean that spreadsheets are no longer fit
for purpose. Firms that fail to modernise their reconciliations process will
find their Finance and Operations teams buried in data and complex manual work.

The reconciliation handbook: Key challenges and automated software
considerations

Divided into two sections, this handbook first outlines the leading challenges
firms across the sector face regarding reconciliations – drawing on our
experience working alongside financial services firms for over 25 years.

In the second part, you’ll discover the key features to look for in a
reconciliation tool. Following this in-depth guide, you’ll learn the
requirements for each process stage – from data management and attestation to
reporting, dashboarding and auditing.

So you can address the common challenges to build a robust back office, improve
operational efficiency, save time, and reduce costs.

To access this resource, please complete the short form provided.

 * LinkedIn
   
 * Twitter




FURTHER READING

Blogs April 13, 2023

AUTOMATED RECONCILIATIONS 101: YOUR GUIDE TO MODERNISING PROCESSES

Read more
Solutions literature December 28, 2022

AUTOREK PRODUCT SUITE

Read more
Blogs May 16, 2023

RECONCILIATIONS 101: DIFFERENT TYPES & OVERCOMING COMMON CHALLENGES

Read more
 * Solutions
   * Automated Reconciliations
   * CASS Compliance
   * Payment and e-Money Safeguarding
   * Regulatory Reporting
 * About
   * Corporate Social Responsibility
   * Privacy Policy
   * What We Do
 * Connect
   * LinkedIn
   * Twitter


2023 AutoRek. Registered in Scotland No 154934. Registered office: The Garment
Factory, 10 Montrose Street, Glasgow, G1 1RE

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