Case Study: Large Commercial Bank achieves cost savings and streamlined reconciliations with Infogix Enterprise Data Analysis Platform

Optimizing Financial Reconciliation and Reporting

A large U.S. commercial bank—one of the top 20 holding companies with nearly $70 billion in assets, more than 750 branches and about 2.2 million customers—faced growing transaction volumes across multiple systems that left data decentralized, processes manual and reporting and audit visibility limited. The bank needed to centralize reconciliation data, automate ledger entries and alerts, track item research and age, and establish audit‑conclusive workflows and interfaces to the general ledger and deposit systems.

The bank implemented the Infogix Enterprise Data Analysis Platform, deploying a centralized analysis engine and workflow-based UI to capture source files, run matching logic against current and historical ledger activity, automate notifications and support customizable research and approvals. The project delivered measurable cost savings, improved operational efficiency and resource productivity, reduced risk, strengthened auditability and yielded a directly relatable increase in shareholder value.