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Trintech for Financial Services

Trintech powers transformation through AI and automation to deliver unparalleled efficiency, data quality and controls for financial services.

Carter Bank Achieves 80% Automatic Account Reconciliation

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Reimagine Reconciliation and the Close in Financial Services

With Trintech, your financial reconciliation and close processes are secure, efficient and compliant, enabling you to. focus on what matters most.

Manage High Volume and Highly Complex Reconciliations

Our transaction matching technology offers unmatched capability for high volume and highly complex reconciliations purpose built from our deep expertise in financial services.

Enable Streamlined Governance and Compliance

We understand the need for stringent controls and governance in the ever-changing global regulatory environment. Manage Audit and compliance more effectively.

Ensure Data Integrity and Mitigate Enterprise Risk

We provide the financial controls and visibility necessary to mitigate risk while powering growth. We safeguard the integrity of data that drives accurate and timely financial reporting

5 Reasons to Automate Reconciliations for Growth & Efficiency

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Real Results from our Financial Services Customers

Reduction in time spent on regulated reconciliations

Improvement in cash management processes

Reduction in manual errors that lead to financial loss

High Volume Complexity

Highest Transactional Volumes
- Trintech provides industry-leading volume capability for transactional reconciliations
- Trintech users achieve up to a 99% auto-match rates—reducing time spent on exceptions and aging items
Complex Reconciliations
- Industry-leading matching rules, including one-to-one, one-to-many and many-to-many, drives efficiency and accuracy, with fewer exceptions to manage
- Create scenarios to match on masked/encrypted fields to manage the most sensitive financial data fields
Configuration Capability
- Trintech provides comprehensive business and matching rules without the need for expensive customizations or outside IT resources, saving time and reducing cost
- Self-administration capability simplifies system management and supports expansion
- Easy change management and agentic AI allows for business flexibility and scalability

More About Transaction-Level Matching

Data Integrity and Enterprise Risk Management

End-to-End Reconnciliation
- Provides a single source of truth and simplifies audit and compliance, while protecting against fraud and risk
- Trintech can accept any data source, eliminating time spent on manual data manipulation and improving financial controls
- Trintech automatically standardizes data to enhance automated processes and reporting.
Reduce Write-Offs, Quickly Identify Errors and Mitigate the Impact of Fraud
- Configurable risk ratings and materiality thresholds provide greater efficiency and ensure proper prioritization of certifications
- Transaction level drilldown improves exception management velocity and cycle time
- Automate reconciliation of your daily operational accounts and your entire balance sheet to free up time for value-adding tasks
- Analytics and dashboards powered by AI, machine learning and automation increase visibility and efficiency in the financial close
Configuration Capability
- Trintech provides comprehensive business and matching rules without the need for expensive customizations or outside IT resources, saving time and reducing cost
- Self-administration capability simplifies system management and supports expansion
- Easy change management and agentic AI allows for business flexibility and scalability

Automate Your Balance Sheet Reconciliations to Improve Accuracy

High Security Deployment Options with Cloud Solutions

Single-Tenant Cloud Architecture
- Leverage the power of cloud-based deployment for easy updates and monitoring
- Achieve a lower cost of ownership than legacy or on-premise solutions
- Security & data privacy of single tenancy safeguards your sensitive information
DirectCloud Capability
- Cloud capability with secure offline access options meets the stringent needs for customers with sensitive InfoSec requirements
- Premium support options and agentic AI ensure the needs of your teams are always met
On-Premises Option
- When cloud is not an option due to industry standards or security requirements, Trintech can still meet your business needs

Maximize Your Frontier Investment – Move to the Cloud

Automating Your Reconciliations Let’s You Focus On What Matters Most

Carter Bank & Trust Turns a Full-Time Job into an 8-Minute Task with Frontier by Trintech

“It was one person’s entire job to balance the Federal Reserve. And with Frontier, we have the Fed balanced in 8 minutes. It’s just so seamless.” Watch the video to learn how Frontier by Trintech helped Carter Bank & Trust achieve this kind of time savings and more.

Frontier Helps Get Account Recs Done Before the Day Begins

Learn how Frontier helps a large credit union with automated account recs, letting them focus on the accounts that need to be analyzed.

Trintech & Workday for Financial Services

Trintech and Workday share many customers in financial services with unique challenges and requirements. Learn how we work together to help them manage transaction volumes.

New Daily Recs Feature in Cadency

The new Daily Recs feature in Cadency is especially helpful to those in the banking, financial services and industries. For organizations that must perform daily reconciliations, this allows them to comply with regulatory requirements, reduce risk, and see their financial position throughout the month, not just at month-end.