List of FIS Financial Close Manager Customers
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United States
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.
The FIS Financial Close Manager customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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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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Banking and Financial Services | 1774 | $1.2B | Australia | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2017 | n/a |
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Banking and Financial Services | 200 | $30M | Australia | FIS Global | FIS Financial Close Manager | Financial Consolidation and Close | 2016 | n/a |
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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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