Case Study: Baird achieves real-time transaction processing and reduced risk with GTreasury

Baird automates real-time transactions and scales from a 3-person treasury team with GTreasury

Baird, an employee-owned wealth management and capital markets firm, faced a labor-intensive and error-prone manual process for handling client transactions. This created significant reputational risk as their three-person treasury department struggled to keep up. To address this, Baird partnered with GTreasury to implement a treasury management system (TMS) but needed a smarter solution for real-time data validation and automation beyond the system's standard rules engine.

The solution developed with GTreasury utilized API integration to create a real-time, straight-through processing system. This allowed the TMS to communicate with front and back office systems to automatically capture, record, and validate transaction data. The implementation drastically reduced human error, saved time, and enabled Baird to handle a higher transaction volume without increasing staff. This innovative project provided a foundation for risk mitigation and cutting-edge client service.

Baird