AI-driven Month-End Reconciliation: Practical Strategies from Industry Experts

Guest Speaker

Bobby Conklin

Director, Head of Investment Operations, Waterfall Asset Management LLC

Speaker

Nikhil Tyagi

Managing Director, Indus Valley Partners

As financial firms scale operations, legacy reconciliation methods are increasingly falling short, resulting in delays, data inconsistencies, and added month-end pressure.

Watch this on-demand session to explore how AI-powered workflows and intelligent automation can transform your month-end process. Learn from real-world examples and expert insights that show how firms are accelerating break resolution, improving accuracy, and reducing manual effort.

Takeaways

  • Common roadblocks in month-end reconciliation—and how to fix them
  • How AI accelerates break resolution and reduces manual work
  • Real-world results from firms that modernized their workflows
  • Core capabilities of IVP’s Reconciliation Solution
  • Expert insights to optimize your month-end process

Reconciliation Solution

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

Talk to an IVP Expert

Schedule a call with an IVP expert. Our knowledge doesn’t just skim the surface, it runs deep, enabling us to help you leverage technology to the fullest for even the most specialized investment strategies.

I agree to the use or processing of my personal information by Indus Valley Partners for the purpose of fulfilling this request and in accordance with Indus Valley Partners Privacy Policy