Structured consulting that delivers measurable outcomes.
Flagship Reconciliation Health Check
2-6
Weeks
Fixed
Price
First
3 Free
Our structured Health Check reveals exactly where your reconciliation landscape is failing you. We provide vendor-agnostic depth to reveal what sales managers won't, ensuring you build for ROI from day one.
STARTER
Free Modules
Vendor Inventory
Full mapping of existing contracts and unbundled service layers.
Licensing Review
Analysis of seat utilization vs contractual commitments.
Match Rate Assessment
Benchmarking current auto-match performance against industry standards.
Premium
Modules
ENTERPRISE
AI Readiness
Data quality audit for LLM integration and intelligent exception handling.
Architecture Review
Full stack assessment from data ingestion to downstream reporting.
Data Audit
Deep dive into source system lineage and break root cause analysis.
ROI Report
Hard numbers on cost-per-recon reduction and capital efficiency.
Vendor Shortlist
Independent, scoring-based selection of appropriate rectech candidates.
Our Structured Consulting Process
A five-step engagement lifecycle designed to deliver measurable outcomes, revealing the truth about your reconciliation landscape and accelerating your journey to ROI.
01
Diagnose
Comprehensive Health Check to reveal hidden inefficiencies and vendor licensing gaps.
02
Design
Future-state architecture and target operating model design bespoke to your data landscape.
03
Select
Vendor-agnostic advisory to find the right fit in days, revealing what vendors won't tell you.
04
Implement
Specialist-led integration ensuring your solution is configured for maximum ROI from day one.
05
Empower
Bespoke training and BAU support transition for ultimate reconciliation operational mastery.
Advisory Focus Areas
Structured consulting that delivers.
Process Design & Architecture
from £8,000
Designing target operating models (TOM) that bridge the gap between complex data architecture and regulatory compliance. We specialize in building frameworks for sovereign wealth funds and global investment banks.
Vendor Selection Advisory
Bespoke Pricing
Unbiased evaluation and selection. Our vendor-agnostic status ensures you get the right tool for your specific volume and asset class variety. Expert advisory across IntelliMatch/DIM, AutoRek, Aurum SmartStream, Broadridge, Calixys, and many, many more.
Implementation & Integration
Bespoke Pricing
End-to-end technical delivery focusing on 'hard ROI.' We manage the full development lifecycle, from API integrations to complex P&L reconciliations, ensuring your solution is scalable from day one.
Training & BAU Support
Ongoing Engagement
Empowering your internal Business As Usual (BAU) teams to maintain high match rates and manage exceptions effectively. We leave our clients with the skills to own their reconciliation landscape indefinitely.
Structured Consulting Plans
Investment Options
Choose the engagement level that fits your current reconciliation maturity. Our fixed-price modules ensure transparency and immediate ROI revelation.