Case Study: Swinton Insurance achieves faster, more accurate reconciliation with Aurum Solutions

Swinton Insurance cuts bank reconciliation time by 97% with Aurum Solutions

Swinton Insurance, a mid-size insurance broker, faced the challenge of managing a high volume of daily transactions with extreme accuracy to meet CASS compliance. Their previous automated reconciliation solution was inefficient and lacked key functionalities. To address this, they partnered with Aurum Solutions and implemented its Automated Reconciliation Software.

Aurum Solutions built a bespoke solution that could rapidly import and reconcile data, handling complexity and high volumes. The results were immediate and significant, including a 97% faster bank reconciliation process and the ability to easily reconcile tens of thousands of monthly transactions. This ensured accuracy, protected revenue, simplified audits, and allowed the finance team to focus on value-added tasks, cementing a strong decade-long partnership with Aurum.

Swinton Insurance