Financial Automation

Solution by Business Need

Solution by Industry

Insignia Financial Case Study

Insignia Financial has been helping Australians secure their financial independence for over 170 years, with 500,000 customers and A$137.8 billion in funds under management and administration. Insignia Financial relied on a spreadsheet-driven process to perform their Custody Reconciliation each month. This took around two days each month to complete, which was a burden for staff. Another challenge was the slight variation in how each one of the 80 portfolios was reconciled. Insignia Financial wanted to simplify and consolidate this task to minimise the risk of human error.