Case Study: Leading Insurance Provider achieves automated reconciliations and actionable financial insights with Trintech Frontier and Cadency

Leading Insurance Provider Leverages Frontier and Cadency to Revolutionize Reconciliation Processes and Gain Valuable Insights

A leading insurance provider struggled with manual, paper-based reconciliation—Excel templates printed, signed and stored in file rooms—resulting in errors, inconsistent processes and limited visibility across business units. The finance team needed a centralized, standardized solution to streamline reconciliations, reduce risk and make balance data accessible for reporting and analysis.

The company implemented Trintech’s Frontier and Cadency to automate high-volume matching (one-to-one, one-to-many, many-to-one), centralize reconciliations and enable business users to define matching rules and reporting fields. The result: standardized processes and policy-driven reconciliations, reduced headcount and the ability to absorb acquisitions without adding staff, stronger controls to prevent financial misstatements, and actionable insights for workload balancing and financial reporting.