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Sep 14, 2022

Reconciliation: What to Look For in a Service Provider

What are the hallmarks of an optimized reconciliation process, from handling straightforward securities like equities to complex fixed income such as OTC derivatives, or digital assets? First, there’s instrument coverage and staff expertise across the asset class universe. Your service provider should have asset-specific expertise to map out the data points required to reconcile transactions, positions and cash balances. Second, world-class technology. Excel has stepped up its capabilities, but that’s still a manual process with the risk of human error—errors that can lead to bad information that can result in delays in break resolution and poor decisions due to lack of transparency. Artificial Intelligence (AI) is changing the reconciliation landscape, as it can reconcile a million rows in minutes, based on the complexity of the matching rules. Also, your service provider should be able to resolve exceptions using technology that can auto-match multiple sets of data. Finally, there’s transparency, to make sure clients can view the process and the data. 

Aug 4, 2022

Achieving Greater Efficiency Through Middle-Office Optimization

Middle-office operations are critical to your business, but often bogged down by manual processes, paper documents, and human error. Artificial intelligence (AI), digital transformation, intelligent automation, and other next-generation technologies help address these challenges. There are a variety of ways to improve middle-office efficiency and accuracy, such as through outsourcing or hosting services. SS&C is hosting a selection of free webinars related to middle-office operations.

Nov 30, 2021

Gaining Value, Reducing Risk with Automated Investment Reconciliation

Every day, investment and wealth managers face multiple risks: competitive, market, regulatory, geopolitical, inflationary, credit and so on. They have enough risk on their investing plates without a side of operational risk added to the mix.

Jun 11, 2019

Time to commit to reconciliation of your encounter data submissions

Your health plan’s encounter submission processes are in place with files getting submitted like clockwork, so you can sit back and relax, right? No! More than 80% of revenue for a typical Medicare Advantage (MA) health plan is risk-adjusted revenue, and if you aren’t continuously evaluating and reconciling encounter submission and response files, you could be missing out on millions of dollars in annual revenue.

Dec 27, 2018

Our most-read blog posts of 2018

As we head into another new year, we’re looking back at our most-read blog posts from the past 12 months. Here’s the list from 2018, arranged in chronological order. We’re excited to continue these conversations and share more content in 2019. Happy New Year!


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