Case Study: a major financial institution achieves millions in annual savings with Planixs Realiti

a major financial institution saves millions annually with Planixs

A major financial institution faced challenges with outdated cash and liquidity management processes. Its legacy systems provided inaccurate, non-real-time data, leading to operational inefficiencies and difficulty complying with BCBS 248 regulations. To modernize its operations, the institution partnered with Planixs to implement the Realiti solution.

Planixs implemented Realiti to provide real-time consolidation of cash flows, comparison of projections to actual balances, and enhanced liquidity control. This solution provided the bank's traders with direct access to real-time data and ensured regulatory compliance. As a result, the institution achieved millions of dollars in annual savings from improved liquidity management and was better positioned to manage costs as interest rates rose.