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Efficiency at Scale: How AI and Managed Services Transform Reconciliation

Speakers:

Jeremy Duan

Managing Director,
Investment Support–Fund Finance,
Benefit Street Partner

Nikhil Tyagi

Managing Director, Indus Valley Partners

Reconciliation is no longer a back-office formality. As asset classes grow more complex and transaction volumes surge, legacy processes built on rules and spreadsheets start to crack. More breaks. Longer investigations. Higher operational risk.

Here’s the shift. Leading buy-side firms are moving past surface-level automation and embedding intelligence directly into their workflows.

In this on-demand session, Nikhil Tyagi and Jeremy Duan share how buy-side firms are approaching reconciliation differently. The focus is shifting from reacting to breaks to understanding why they happen and preventing them in the first place.

Agenda

  • Smarter Matching: How machine learning identifies patterns in complex data that rules-based systems often miss.
  • From Exceptions to Insight: Using AI to categorize breaks, identify root causes, and flag recurring issues before they affect NAV and reporting.
  • Scaling Operations without Adding Headcount: Ways to manage rapid volume growth while keeping manual intervention under control.
  • Technology plus Managed Services: Why combining AI with operational support leads to better control and ongoing process improvement.
  • Product Walkthrough: A closer look at the IVP Reconciliation Solution in practice.

Reconciliation Solution

Enhance accuracy and flexibility with an AI-powered reconciliation solution that supports any-to-any reconciliation, processing millions of transactions in minutes.

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