Case Study: a leading asset management firm achieves 90% faster reconciliation with EXL

Leading Asset Management Firm - Customer Case Study

EXL worked with a leading asset management firm whose investment operations team was spending too much time manually reconciling data from PDFs, spreadsheets, client emails, vendor files, and internal systems. The firm needed to simplify data integration, improve data quality control, and make reconciliation workflows and results easier to manage and access.

EXL implemented an end-to-end automated reconciliation framework with automated data ingestion, fuzzy matching, business intelligence dashboards, and a self-service user interface. The solution used intelligent automation and unsupervised learning to match and reconcile records, store results in a data warehouse, and support permissions and feedback workflows. EXL delivered a 90% reduction in turnaround time and 99%+ matching accuracy, significantly boosting the productivity of the operations team.