Fifty reconciliation tools. One of them is built for you.
ReconIQ helps you choose it, design it and make it work every day. Vendor‑independent reconciliation specialists with 65+ years combined experience inside banks, on the vendor side and in implementation.
No vendor to defend. Fixed fees. Senior people only.
The problem
Every demo works.
Fifty-plus tools on the market, each built for a different job. The demo never shows you the break that sits on the rec for eleven weeks.
Vendors sell. Integrators implement. Nobody chooses.
There is no independent party guiding you from requirement to live system. The vendor's consulting arm is not independent.
The regulator expects due diligence.
You document why you chose your bank and your auditor. The same standard should apply to the system that reconciles client money, custody assets and safeguarded funds under CASS 6, CASS 7 and CASS 15.
How we help
Data Diagnostic
One fixed-fee day on site. We document your processes, understand your requirements and come back with a shortlist of vendors you can buy with confidence.
About Data DiagnosticSelection and design
Requirements, RFP, scoring, demos scripted to your data, contract support, the target operating model and an end-to-end map of your data from source system to matched record.
How we workFix and run
Broken or manual reconciliations redesigned, controls that hold at 4pm on a Friday and client money, custody asset and safeguarding reconciliation architecture under CASS, with specialist CASS advisers alongside us where needed.
How we workWe do the shopping so you only do it once
We talk to more than fifty reconciliation vendors. We are partnered with none of them on a sales basis and we do not list the ones that pay us a referral fee, by design. You get three or four options that fit your budget, your volumes and your regulation, and the reasons why.
Vendors we have evaluatedVendors on our radar
Some of the fifty-plus platforms we track and evaluate.
Two founders, one standard
Marc McCarthy
How it should work. 25+ years at Tier 1 banks including Credit Suisse, Deutsche Bank and Standard Chartered, and on the vendor side at AutoRek. The business case, the target operating model and the vendor selection that turns them into a decision.
Iain Colquhoun
How it will work. 40 years in post-trade operations, most recently leading the enterprise data and control architecture programme at Citi's Global Reconciliation Utility, and before that ICBC Standard Bank. Data lineage end to end, then a design that covers every flow and every break type, delivered exactly as designed.
Watch the trailerThe Break Room
Reconciliation, unfiltered. 45 minutes, one guest, no product to defend. Practitioners, auditors, consultants and vendors on CASS, client money and the tools that reconcile it. Hosted by Marc McCarthy and Iain Colquhoun. Series one, on CASS, is recording now.
From the Knowledge Centre
Why we start with one paid day
Nobody needs another free review that ends in a sales pitch. They need to know what is wrong and what to do about it.
ReadWhat fifty demos have in common
Every demo works. Here is what the demo never shows you and how to script one on your own data.
ReadCASS 15 six months on: what changed on the rec
The rules landed. The reconciliations moved. A plain-language note for the people running them.
ReadThe Reconciliation Radar, In Practice and The Reconciliation Desk, in the Knowledge Centre