AutoRek

Key insights include: -The economic impact of the pandemic on the Financial Services sector -Cost reductions in North American Financial Services 2021 budgets -Overcoming tighter budgetary control -AI and robotics impact on the finance function -Increased industry investment in technology and automation -BPO versus automation argument

Find out more about how your firm can: -Replace manual processes with limitless reconciliation capability -Achieve ROI in less than nine months -Reduce costs by over 75% -Transform your digital future by reduced time spent on administration, IT and operations -Reduce write-offs, audit costs and downstream costs of operation

During this webinar we answered the following questions: 1. What are key considerations when performing Intelligent Account Attestation? 2. How to conduct efficient Period End Process? 3. How can firms improve their processes to achieve ROI and reduce costs? 4. How to achieve Improved accuracy of decision making and analytics? 5. What are the...

Reconciliations are a vital part of the insurance industry and many firms still use manual tools such as Excel to perform these key financial controls. Reconciliations are reliant on data that is high volume, complex and from multiple sources and formats, so error-prone manual processes increase operational risk while reducing transparency and...

This AutoRek™ webinar considers common manual reconciliations challenges and how they can be solved: Manual reconciliations processes are time consuming and prone to error Difficulties handling high volumes of reconciliations Complexity of collating multiple sources with varying file and/or data formats into a single place Limited data...

Our whitepaper, delivered in conjunction with WBR Insights, surveyed 100 senior financial services professionals to find out more about how data management fits into ongoing tech and regulatory changes within the financial services. Our paper looks in-depth at: -The cost of non-compliance -Brexit and its influence on attitudes towards data...

Find out how AutoRek is designed to deliver an automated client money reconciliation environment, fully compliant with all CASS 7 regulations.

AutoRek offers data management solutions that allow insurance firms to fulfil their financial, operational, risk control and reporting obligations. Agile to ever-changing operational and regulatory requirements. In addition to our standard features and benefits, AutoRek delivers: -Broker accounting, subledgers, cash allocation and statements...

This paper highlights the requirements and common challenges of CASS 6.6.54R with particular emphasis on the identification and treatment. This paper also explains how AutoRek helps firms to fully understand and make the most of their data from a reporting capability.

This webinar recording discusses ways in which AutoRek performs data integrity/validation checks, creates a golden source of data ahead of reporting into the firm’s selected ARM (Approved Reporting Mechanism) and simplifies the 3-way Reconciliation process. AutoRek demonstrated how their system is being used by top UK asset manager to fulfil...