Finance Process Automation

The Cost-Effective Approach for

Banks and Credit Unions

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RECORDED: December 13, 2017
TIME: 1:00 - 2:00 PM CT

Many organizations still rely on a manual approach to reconciliation, utilizing a variety of systems to access the data required for monthly and quarterly accounting reconciliations. This approach results in costly manual intervention to resolve exceptions, and makes it impossible to achieve a single version of the truth that finance and executive teams demand.

Join us for this complimentary BAI webinar and hear from Renata Sheyner, Product Manager, Fiserv as she discusses the benefits being realized by various community banks and tips on how to build your business case to automate reconciliation for your bank.

Key Takeaways:

Automation of the full reconciliation lifecycle is known to generate the following tangible results:

  • Why reconciliation lifecycle automation is critical
  • How to get started on a reconciliation automation project
  • How to evaluate deployment options and pinning down the one that will work for you

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PRESENTER:

Renata Sheyner
Sr Product Manager, Financial Control Solutions
Fiserv

Renata Sheyner is Senior Product Manager for Financial Control Solutions at Fiserv. She is responsible for the strategic direction of Frontier Reconciliation. In this capacity, she works with customers across many markets to understand their internal control and reconciliation needs and ensures the product solutions meet these needs. This includes exclusive experience working with financial institutions and helping them solve their reconciliation challenges.



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