Case Study: a big four commercial bank reduces costs and streamlines treasury operations with Planixs Realiti

Big Four Commercial Bank reduces manual effort and costs with Planixs

A Big Four commercial bank faced significant challenges in managing its funding and liquidity due to reliance on manual cash forecasting and outdated legacy technology. This posed risks to its operational efficiency, regulatory compliance, and financial performance. To address this, the bank worked with Planixs to implement its Realiti suite.

Planixs seamlessly integrated Realiti with the bank's existing technical architecture, consolidating data to provide a single, real-time view of cash and securities. The solution delivered substantial improvements, including reduced costs, the elimination of manual processes, and real-time identification of liquidity usage. This enhanced analysis and led to potential Full-Time Equivalent (FTE) savings through reduced manual effort.