Banks and Credit Unions

Increase Transparency and Efficiency Across the Close
to Manage Growth, Ensure Compliance, and Mitigate Risk

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Achieve greater agility to support operational effectiveness
and growth in an evolving environment

As regulatory scrutiny and competition continue to increase in the fallout from the financial crisis, banks and credit unions are more challenged than ever by the balancing act of driving profitability and minimizing risk. Meanwhile, disconnected processes across disparate systems place additional pressure on already overburdened accounting teams, leaving staff mired in manual transactions and no time to perform valuable analysis. The lack of transparency and operational inefficiency that follow not only expose financial institutions to unnecessary risk, but also inhibit the agility required to fuel growth in the face of market volatility.

Baxter Credit Union

Increased visibility into errors by streamlining processes

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Suntrust Bank

Auto-certified more than 95% of reconciliations

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