Case Study: Prudential Financial achieves improved global cash visibility, reduced borrowing fees and faster payments with GTreasury

Prudential Financial - Customer Case Study

Prudential Financial, a multinational insurance and financial services company, faced the challenge of managing massive volumes of cash across complex legal entities, banks, currencies and geographies while meeting varied reporting and pooling needs. To improve visibility, control and payment workflows, Prudential Financial turned to GTreasury’s integrated treasury management system — leveraging GTreasury’s worksheets, proprietary user codes and SaaS payment processing.

GTreasury implemented its TMS worksheets and user-code framework and provided a single SaaS payment platform to consolidate roll-ups, enable real‑time account changes, and schedule and approve payments from anywhere. As a result, GTreasury delivered clearer cash reporting, allowed internal pooling to reduce borrowing/overdraft fees, increased payment execution speed, expanded accessibility for requesters and approvers, and helped streamline annual audits.

Prudential Financial

Cheryl Kavka

Manager of Corporate Banking