So why automate you ask yourself? Why use technology for a process that, at most, happens once a month and often with less frequency for certain lower risk accounts? Sure you can track some of this in a spreadsheet, but where is all the supporting documentation? Does that mean you still have to print reconciliations
So why automate you ask yourself? Why use technology for a process that, at most, happens once a month and often with less frequency for certain lower risk accounts? Sure you can track some of this in a spreadsheet, but where is all the supporting documentation? Does that mean you still have to print reconciliations and manually pass them through a workflow gathering paper-based signatures? Find out the answers here.