Automating Trade Reconciliation for a Financial Institution

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Challenge

A financial institution faced inefficiencies in its manual trade reconciliation process. The system was prone to errors, delays, and high operational costs, leading to missed deadlines, compliance risks, and strained customer relationships. The institution needed an automated solution to improve accuracy, reduce costs, and scale operations effectively.

Key Features of Our Solution

Synergy Resources developed an AI-Powered Trade Reconciliation System tailored to the institution’s needs:

The Results

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Reduced Costs

Reduced operational costs by $1.75M annually.

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Error Reduction

Achieved 90% reduction in manual errors.

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Faster Trades

Cut reconciliation time per trade by 90%.

Enhance trade accuracy and compliance with AI automation.

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