Case Study: Baird achieves automated real-time, straight-through transaction processing and reduced risk with GTreasury

Baird - Customer Case Study

Baird, an employee‑owned wealth management and capital markets firm, faced a growing, labor‑intensive settlement cycle in 2016 that relied on a three‑person treasury team. While implementing a treasury management system (TMS) for cash, liquidity and payments, Baird found standard TMS rules engines couldn’t automatically capture and validate booking instructions against its back‑office ledger; it needed a smarter, real‑time validation layer. Baird partnered with GTreasury to address this gap.

GTreasury helped Baird implement a multi‑tenant SaaS TMS integrated with APIs hosted on Baird’s web server to enable real‑time, straight‑through processing: the TMS sends instructions, the back office validates them via APIs, valid items post automatically and mismatches route to an exception queue. The GTreasury‑led solution automated GL posting and validation, reduced human error, saved time, increased transaction volume without adding headcount, mitigated risk and improved client service, while the API platform is now being reused across the company.

Baird

Steve Huse

Senior Vice President