Case Study: United Coconut Planters Bank (UCPB) achieves double-digit growth in transactions and AUM with Finastra Fusion Treasury

A Finastra Case Study

Preview of the UCPB Case Study

UCPB Achieves Double-Digit Growth for Transactions and AUM with Finastra

UCPB, the United Coconut Planters Bank, faced rising regulatory scrutiny and the need for clearer, faster measurement and documentation of treasury risk while also improving end-to-end trading efficiency to capture market and customer opportunities. To address these challenges the bank selected Finastra’s Fusion Treasury as its treasury trading and risk management platform.

Finastra implemented Fusion Treasury to standardize and integrate trading and risk operations, delivering faster, more accurate risk and regulatory reporting, stronger controls, and greater automation. As a result UCPB achieved double-digit growth—customer-driven transactions rose nearly 30% and assets under management grew more than 20% (2014–2015)—while headcount remained flat and staff were redeployed to higher-value roles.


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UCPB

Eulogio Catabran

Head of Treasury Banking Group


Finastra

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