Case Study: Prudential Corporation Asia achieves daily enterprise-wide cash visibility and automated exposure monitoring with Reval

SWIFT service bureau solution at this insurance giant

Prudential Corporation Asia, the Hong Kong‑based regional arm of Prudential plc, manages life insurance and asset management operations across 34 business units in Asia. Its treasury team—responsible for monitoring cash exposures across more than 150 bank counterparties and 1,000 accounts—had been doing much of this work manually, meaning many balances were only checked monthly and an in‑house solution was not feasible given the region’s banking complexity.

Prudential implemented Reval with SWIFT connectivity via Fides, a third‑party service bureau, to automate bank statement processing and daily exposure monitoring; the team now processes over 1,000 statements and tracks more than 500 limits each day. The automated, scalable solution delivered enterprise cash visibility, tighter controls, standardized cash forecasting, process efficiencies with no headcount increase, and reduced working capital with higher investment returns.

Prudential Corporation Asia

Richard Shaw

Director of Treasury