技术
- 网络安全和隐私 - 身份认证管理
- 传感器 - 液位传感器
适用行业
- 金融与保险
- 国家安全与国防
用例
- 根因分析与诊断
- 时间敏感网络
服务
- 系统集成
关于客户
Whitnell & Co. 总部位于伊利诺伊州奥克布鲁克,是一家财富管理组织,25 年来一直致力于保护和增强客户的财富。该公司提供广泛的服务,包括财务规划、投资管理、退休和遗产规划、慈善规划和税务规划。它为美国各地 300 多个客户或家庭提供服务。每个月,该公司必须生成 415 份打包报告,详细说明客户购买证券股票和投资的情况,这一过程以前非常耗时,而且容易出现人为错误。
挑战
Whitnell & Co. 是一家财富管理组织,在生成 415 份详细说明客户购买证券股票和投资的月度报告时面临着重大挑战。该过程涉及将惠特内尔会计系统记录中的各个批次与多个财务托管人进行核对。仅一名保管人就有超过 1,200 个账户,最终表中包含 20 个单独的制表符分隔文本源文件构建的 46,000 多条记录,数据管理任务非常艰巨。该过程不仅非常耗时,需要大约两个小时才能将所有源文件导入 Excel 并以相同的格式设置列格式,而且还容易出现手动错误。此外,该公司在直接比较其投资组合系统中的账户以识别异常情况方面遇到了困难。手动过程非常费力,以至于需要几个月的时间才能完成四分之一的数据,导致数据陈旧,努力徒劳。
解决方案
Whitnell & Co. 采用 Altair Monarch 来简化其对账流程。 Monarch 允许该公司获取所有文本文件并创建一张表,从而消除了重复步骤并节省了大量时间。导入过程得到简化,每列的格式都相同,将生成托管人数据表的时间缩短到不到 10 分钟。通过对文件位置和源文件标题已更改的列的标识进行简单编辑,更新信息变得更加容易。这使得可以快速创建新表。此外,Monarch 首次启用了完整的并排账户比较。仅用了八个小时就确定了会计系统中需要更正的所有资产。该公司能够从两个系统中提取数据,并在数据生效后 24 小时内确定必要的更改,从而消除了陈旧的数据核对。
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