hero background shape
On-Demand Webinar

Modernizing Regulatory Reporting in Financial Services

Building the right foundations with automated workflows

Manual financial reporting processes remain one of the most persistent challenges facing finance and accounting teams across financial services. Fragmented systems, spreadsheet-heavy workflows, and limited automation can slow decision-making, increase compliance risk, and hold back strategic progress.

In this session, Alteryx and RSM US LLP showcase how financial institutions are transforming their accounting operating models by automating critical regulatory reporting processes using the Alteryx One platform with built-in AI capabilities. Discover how automation and AI is driving efficiency, reducing risk, and enabling a more agile reporting environment.

What you will learn:

  • Common challenges financial institutions face with manual regulatory reporting
  • How automation and AI supports process standardization, audit-readiness, and long-term cost savings
  • The role of Alteryx in modernizing reporting workflows
  • Practical takeaways to help streamline your own regulatory reporting

Whether your organization is just beginning its automation journey or looking to scale existing processes, this webinar offers actionable insights to help modernize accounting functions for greater efficiency, accuracy, and growth.

 

Meet Our Speakers

Jawwad Rasheed image
Jawwad Rasheed

Global Transformation Lead, CFO and FinServ, Alteryx

Bhumika Patel image
Bhumika Patel

Supervisor, Data Analytics at RSM

Elia Blankenship image
Elia Blankenship

Director, Management Consulting at RSM

 

Our Partner

 

Recommended Resources

 
Starter Kit / Template
Trial Balance Mapping and Disclosure Preparation Starter Kit

This Starter Kit helps finance teams produce disclosure-ready financial data by mapping trial balances, applying materiality thresholds, and flagging exceptions with traceable controls.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Regulatory Filing Data Preparation Starter Kit

This Starter Kit helps compliance and finance teams prepare regulatory filings by standardizing datasets, validating rules, and assembling submission-ready outputs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Blog Post
Why Banks Can No Longer Afford Gaps in Compliance Monitoring
  • Analytics Automation
  • Analytics Leader
  • Business Leader
Read Now
 
Starter Kit / Template
Accounting Close Exception Resolution Starter Kit

This Starter Kit helps accounting close teams detect and resolve close breaks earlier using validation rules, materiality thresholds, and exception workflows that produce audit-ready evidence.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Legal Entity Relationship Mapping Starter Kit

This Starter Kit helps finance, legal, and tax teams map corporate ownership structures by linking entity records, exposures, and registry data.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Intercompany Matching and Elimination Starter Kit

This Starter Kit helps consolidation teams compare entity ledgers, match counterparties, and generate elimination entries with reconciliation packs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More