Case Study: Leading Financial Services Company achieves 95%+ transaction match rates with Infogix Enterprise Data Analysis Platform

Improving Match Rates for Millions of Transactions

Leading Financial Services Company, one of the largest U.S. financial institutions, faced a major reconciliation challenge across millions of daily transactions. Its existing mix of manual and automated processes, along with off-the-shelf tools that couldn’t meet its needs, led to timing issues, labor-intensive discrepancies, mismatched applications, and an average match rate of less than 50%.

Infogix implemented the Infogix Enterprise Data Analysis Platform as a centralized, fully configurable reconciliation solution tailored to the company’s business rules and workflows. With Infogix, automated matching rose to over 95%, the enterprise could support more than 1,200 concurrent reconcilers, and the company gained better productivity, scalability, and a transparent audit trail.