Case Study: a Fortune 500 insurance and financial services organization improves liquidity visibility with Clearsulting's Kyriba integration

a Fortune 500 insurance and financial services organization automates investment and collateral activity with Clearsulting, reducing manual processing

A Fortune 500 insurance and financial services organization faced a challenge with its treasury operations, which relied on manual processes for significant investment and collateral activity. This manual intervention limited visibility and hindered the ability to understand the impact on daily cash and liquidity. To address this, the organization partnered with Clearsulting for a Kyriba implementation.

Clearsulting delivered a solution by implementing two key integrations within Kyriba. An integration with Tradeweb automated investment activity from execution to settlement, while an integration with TriOptima automated collateral management. This gave treasury a centralized, complete view of cash and liquidity, streamlined manual processes, and incorporated expected cash movements into liquidity forecasts.