List of FIS Financial Close Manager Customers
FIS
347 Riverside Ave.,
Jacksonville, 32202, FL,
United States
Jacksonville, 32202, FL,
United States
1 904-438-6000
Professional Services
44000
$10.7B
Since 2010, our global team of researchers has been studying FIS Financial Close Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FIS Financial Close Manager for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FIS Financial Close Manager for Financial Consolidation and Close include: Archer Daniels Midland Company, a United States based Manufacturing organisation with 42383 employees and revenues of $85.53 billion, Union Bank, a United States based Banking and Financial Services organisation with 13900 employees and revenues of $5.50 billion, ING Australia, a Australia based Banking and Financial Services organisation with 1774 employees and revenues of $1.16 billion, Cathay Bank, a United States based Banking and Financial Services organisation with 1257 employees and revenues of $611.0 million, BMO Capital Markets US, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $510.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS Financial Close Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Archer Daniels Midland Company | Manufacturing | 42383 | $85.5B | United States | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2015 | n/a |
In 2015, Archer Daniels Midland Company implemented FIS Financial Close Manager, a Financial Consolidation and Close application. The deployment was led by the IT Finance team and supported by a Business Solutions Analyst who managed production issues, enhancements, and the translation of business requirements into functional designs under a Waterfall SDLC approach.
The FIS Financial Close Manager implementation focused on core close orchestration capabilities common to the Financial Consolidation and Close category, including period end task management, consolidation workflows, intercompany eliminations, close control staging, and configurable reconciliation workflows. Configuration work emphasized close calendars, task sequencing, and user roles and approvals to align finance and accounting operational processes with automated close orchestration.
The program ran alongside implementation of FIS Intellimatch for bank reconciliation, the latter requiring interfacing of external SWIFT MT940 bank statements and General Ledger records as part of the broader finance systems landscape. Workstreams also coincided with an upgrade of the company JD Edwards ERP from release 9.1 to 9.2, providing coordination points for chart of accounts alignment, GL feed design, and period close data flows.
Governance followed formal SDLC stages with the Business Solutions Analyst accountable for detailed functional design documentation, UAT test plans for internal and external customers, and regular status reporting to leadership. The configuration and governance emphasis centered on standardizing close procedures, documenting controls and acceptance criteria, and establishing repeatable rollout and production support processes.
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BMO Capital Markets US | Banking and Financial Services | 2000 | $510M | United States | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2018 | n/a |
In 2018 BMO Capital Markets US deployed FIS Financial Close Manager. The engagement ran from December 2018 to November 2020 and included a Specialist in Technology and Operations embedded in New York operations, with scope centered on Global Middle Office, Securitized and Structured Products, and FICC Trade Support Operations covering reconciliations and process improvement.
The FIS Financial Close Manager implementation focused on Financial Consolidation and Close capabilities, configured for period close orchestration, account reconciliations, task and workflow management, and audit trail and control logging for multi-entity consolidation. Configuration work emphasized close calendars, automated task sequencing, and standardized reconciliation templates to support recurring month end and period close cycles across desks.
Integrations were implemented with front office and post trade systems that feed reconciliation and settlement workflows, including Bloomberg Terminal TOMS, Broadridge Impact, Colson BNY Mellon systems such as Settlement Express and Loan List, PSU, DTCC channels including OMGEO ALERT, DTCC Settlement Web, DTCC PBS, and DTCC Underwriting Source, and FIS Intellimatch. Those connections were used to ingest settlement and position feeds, reconcile breaks, and drive exception routing into the FIS Financial Close Manager task engine.
Governance and operational changes included reworking reconciliation workflows, instituting role based task orchestration in the close process, and centralizing exception handling for Trade Support and Middle Office teams. The deployment linked procedural ownership to system tasks and audit logs, enabling tighter controls during period close without altering stated business outcomes.
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Cathay Bank | Banking and Financial Services | 1257 | $611M | United States | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2019 | n/a |
In 2019 Cathay Bank implemented FIS Financial Close Manager to centralize period close orchestration across its finance organization. FIS Financial Close Manager was deployed as a Financial Consolidation and Close application to formalize close calendars, task ownership, and consolidation workflows for accounting and treasury teams.
Configuration work concentrated on close task orchestration, calendar and workflow management, journal entry staging and approval flows, consolidation posting and intercompany elimination processes consistent with Financial Consolidation and Close functionality. The implementation emphasized checklist-driven close tasks, audit trail capture, role based access for accounting users, and automation of recurring close activities to reduce manual coordination during month and quarter ends.
The operating environment included adjacent systems used by Cathay Bank, notably FIS IntelliMatch for general ledger reconciliation and filing, PAYplus client and browser for wire input and repair, FIB Insight for wire data authentication, and Pega for identity verification tied to wire agreements, these systems supported reconciliation and reporting workflows that fed finance processes. FIS Financial Close Manager operated alongside these transaction and reconciliation tools to enable structured handoffs between transaction capture, GL reconciliation, and period close activities.
Governance changes introduced centralized close ownership within finance, defined task owners and approval authorities, and standardized end of day and period close reporting workflows to align accounting, branch operations, and treasury activities. Process documentation and role based workflows were used to institutionalize control points for journal approvals and reconciliation handoffs.
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ING Australia | Banking and Financial Services | 1774 | $1.2B | Australia | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2017 | n/a |
In 2017, ING Australia implemented FIS Financial Close Manager to support reconciliation and close activities within its banking operations. The deployment targeted Financial Consolidation and Close workflows for Nostro reconciliation, treasury operations, and accounting close coordination across ING Australia.
Configuration centered on reconciliation and close orchestration modules, KPI and quality-check reporting, and control testing workflows. The FIS Financial Close Manager was used to manage, monitor, and report Nostro Recon team statistics such as KPIs and quality checks, perform daily reconciliation of SWIFT statements and ledgers, and capture escalation and issue management workflows where designated points of contact handled operations calls with stakeholders and counterparts.
Operational integration included daily reconciliation activities executed via the FIS Intellimatch system, with FIS Financial Close Manager orchestrating sequencing and exception handling between SWIFT statement processing and ledger alignment. The implementation included process mapping, quality assurance testing, and routine operational coordination to ensure transaction reconciliation and timely issue resolution.
Governance and process controls were reinforced through structured knowledge transfers to junior associates and new joiners, serving as the escalation POC, and applying DMAIC and Agile Scrum methodologies to implement process improvements. The program evaluated the adequacy of internal controls, tested control operations and adjusted control designs, and identified how well risks were managed and whether agreed procedures were being adhered to.
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RBC Capital Markets Australia | Banking and Financial Services | 200 | $30M | Australia | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2016 | n/a |
In 2016, RBC Capital Markets Australia implemented FIS Financial Close Manager from FIS Global to support Financial Consolidation and Close processes and Finance General Ledger reporting across multiple new trading entities. The implementation was executed as one of three major projects spanning two years, aligned with rollouts for Front Office Trading, Operations Settlement platforms, and finance reporting for new entities.
The deployment of FIS Financial Close Manager focused on configuring task orchestration and workflow automation for period close and reconciliation activities. Workstreams included creation of close calendars, structured task management, configuration of approval workflows, and development of procedural documentation, while requirement documentation was produced to automate multiple reconciliations via the third party FIS iMatch IntelliMatch solution. End to end trade life cycle User Acceptance Testing processing scripts were created and executed to validate finance outputs.
Integrations and operational coverage were explicitly centered on trade detail and settlement flows, with daily liaison to DTCC and Broadridge, and coordination across Front Office, Operations, and Custodian teams to ensure seamless trade flow into finance reporting. Tactical mapping analysis and reconciliation of trade detail between Front Office, Operations, and Custodian functions was performed to address SEC rule 15a-6 compliance, and FIS iMatch was specified to automate reconciliation workflows.
Governance and BAU transition activities included collaboration with a Business Analyst consulting team for day to day project tasks, presentation and update of new BAU activity to affected working groups, and delivery of training and procedure documentation to operational teams. Quality Assurance analysis and issue resolution for trade detail output were part of the operating model, with the FIS Financial Close Manager serving as the centralized Financial Consolidation and Close application for finance and reporting workflows at RBC Capital Markets Australia.
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Communications | 50 | $5M | United States | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2015 | n/a |
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Banking and Financial Services | 13900 | $5.5B | United States | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2016 | n/a |
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FAQ - APPS RUN THE WORLD FIS Financial Close Manager Coverage
FIS Financial Close Manager is a Financial Consolidation and Close solution from FIS Global.
Companies worldwide use FIS Financial Close Manager, from small firms to large enterprises across 21+ industries.
Organizations such as Archer Daniels Midland Company, Union Bank, ING Australia, Cathay Bank and BMO Capital Markets US are recorded users of
FIS Financial Close Manager for Financial Consolidation and Close.
Companies using FIS Financial Close Manager are most concentrated in Manufacturing and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using FIS Financial Close Manager are most concentrated in United States and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FIS Financial Close Manager across Americas, EMEA, and APAC.
Companies using FIS Financial Close Manager range from small businesses with 0-100 employees - 14.29%, to mid-sized firms with 101-1,000 employees - 14.29%, large organizations with 1,001-10,000 employees - 42.86%, and global enterprises with 10,000+ employees - 28.57%.
Customers of FIS Financial Close Manager include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified FIS Financial Close Manager customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Financial Consolidation and Close.