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Client Testimonial about Reconciliation Services

Client Testimonial about Reconciliation Services

September 03, 2025

It's nice to share a quick testimonial from a longtime client about how our reconciliation services at CSSI bridged a key operational gap.

"With our long-term employee gradually reducing her hours on daily reconciliation and reporting, CSSI stepped in to provide weekly backup support and coverage for illnesses or holidays. Her goal is to scale back over the next three years or so. This setup has reduced our stress of the unknown.

Hiring, training, and picking the right people has always been a challenge. We've cycled through a few over the years. James and his team filled the gap quickly, drawing on their expertise to spot a few process improvements right away.

Our long-term plan is to transition fully to CSSI when the time is right. They've been a reliable partner for over 20 years, and we'd recommend connecting with them if you're facing similar operational gaps."

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Linkedin Post

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ReconciliationBusiness Continuity

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