Historically, account attestation has been a wholly manual process, driven by spreadsheets, email and manual monitoring and reporting. However, in recent years there has been an increased need for solutions like ReKognize to bring a level of process automation, standardisation and enhanced control to the substantiation or account certification process.

Built on the renowned AutoRek platform (reconciliation suite), ReKognize helps organisations with a high volume of accounts and/or personnel involved in the sign-off process and can be used to drive efficiencies, improve transparency and help to reduce risk. 

Demonstrations will show how ReKognize will: 

• Drill through from general ledger accounts into the supporting transactional reconciliations
• Separate the attestation sign off and reconciliation sign offs into two separate workflows
• Use alerts and escalations to direct attention to riskier accounts and processes
• Show how manual analyses, supporting documentation and procedural notes are linked to the accounts

Featured speaker:

Jim Muir is a former Head of Operations of a major stockbroker, a Securities Institute Prize-winner for Operations Management and has served on the board as Operations Director of a Private Client Investment Manager. A qualified chartered accountant, he was instrumental in the design of AutoRek for its first ever stock broking client and, within KPMG Financial Sector Consulting, led many projects to streamline back office costs for Private Client Stockbrokers and Investment Managers using AutoRek. Many of these projects delivered costs savings of 75% of processing costs and dramatically improved customer service.

This webinar is free to attend and will last one hour. Date to be confirmed - please Register your Interest.