Case Study: Western & Southern Financial Group achieves an automated, faster world-class financial close with Trintech

Western & Southern Financial Group Consolidates, Improves and Educates with Trintech’s Solutions

Western & Southern Financial Group, a Fortune 500 diversified family of financial services company with six life insurance subsidiaries, faced siloed finance operations after consolidating to a standard chart of accounts. Each entity used different manual reconciliation and tracking methods to reconcile more than 7,000 general ledger accounts monthly, creating heavy transactional workloads, limited visibility across the close process, and the need to meet Sarbanes‑Oxley‑style compliance requirements.

To standardize and automate the close, Western & Southern deployed Trintech’s configurable reconciliation and workflow solution, integrating with multiple systems and enabling reconciliation‑by‑exception. The platform automatically matches the majority of transactions (about 70% of high‑volume items and 80% of GL reconciliations), provides real‑time reporting and drill‑down analysis, and shortened escalation to financial reporting by nearly a month while freeing staff for analysis and exception resolution.

Western & Southern Financial Group

Jason Nickles

Director of Corporate Accounting, Western & Southern Financial Group