Incisive Drastically Reduces Labor Costs for Financial Services Firm

The Challenge

Recently, an enterprise software company was preparing for acquisition and provided this well-established accounting and financial services firm with a spreadsheet revealing the organization’s top-down numbers. A partner of the consulting firm needed to review and confirm the information to be furnished to the acquiring party. In order to truly verify the information, a detailed spreadsheet with bottom-up numbers that matched was required. The challenge was how to make sure the information within both spreadsheets was completely accurate so the partner could best advise his client.

Read the case study and find out how the consulting firm used Incisive’s Risk Intelligence Platform to verify financial information to support company acquisitions and audits while staying within budget parameters. They also:

  • Found and fixed 1,000 errors in just 90 minutes
  • Saved nearly $20K in labor costs
  • Quickly located a critical cell connected to an external workbook

Resources

Insurance — Safety National Brief

The Challenge The actuarial team at Safety National needed a more efficient, reliable way to review and test model changes. Read the case study and

Mitgate Risk. Accelerate Innovation.
Grow Opportunities. With Incisive Software.

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