Case Study: a global insurance leader achieves faster, more scalable finance operations with Trintech Cadency

Global Insurance Leader Saves Over 2,000 Hours Monthly with Trintech

A global insurance leader faced significant challenges in scaling its financial operations due to manual, fragmented processes that relied on SharePoint and spreadsheets. This lack of a centralized system caused compliance risks, bottlenecks, and delayed reporting. To build a more resilient and scalable framework, the company partnered with Trintech to implement its Cadency platform, including Certification, Close, and Match solutions.

Trintech’s solution automated over 18,000 monthly reconciliations, providing real-time visibility and centralized control. The implementation resulted in a 25% reduction in reconciliation prep time, saving over 2,000 hours monthly, and a 50% reduction in reconciliations needed during non-peak periods. The company also shortened its month-end close by two days. Trintech enabled the insurance leader to achieve global standardization, enhance audit readiness, and create a scalable operation to support future growth.