The Planixs story

A Complex Problem + New Tech + An Intelligent Idea = Realiti

The Planixs team came together to solve a complex problem with new technology and an intelligent idea. The company includes banking and treasury experts who have been working in the fintech space since 2012, with the team having expertise in intraday liquidity management since 2008. In addition, the founders have decades-deep experience providing perceptive retail and tech solutions while in partner and CIO roles at Accenture and PwC, Deloitte and Best Buy.

The complex problem

Major players, including tech giants like Oracle, were struggling with the dilemma posed by the scale and diversity of big data and analytics. Meanwhile, at a Globally Significant Bank, an astute Treasurer asked if there was any way he could save substantial millions and meet regulatory challenges by monitoring and managing the bank’s liquidity with instant, real-time insight.

New technology and an intelligent idea

At the heart of the Planixs response is its award-winning, cloud-enabled Realiti® platform that now helps global institutions and financial firms of all sizes including Santander, Lloyds Banking Group, NatWest and Scotiabank, to realise the full potential of their enterprise-wide liquidity.

Realiti is the only liquidity intelligence solution to deliver real-time, enterprise-wide 360° visibility of a firm’s liquidity landscape, control over treasury activities and value-creating insights, in a single platform. Realiti provides an invaluable liquidity lens, providing dynamic real-time insights across assets including cash, securities, and CBDCs.

Acknowledged as the best-in-class solution for regulatory confidence, the outcomes for Planixs clients speak volumes – millions in savings on intraday liquidity buffer costs, ensuring compliance with the BCBS248 regulatory agenda, and fostering efficient and effective funding operations. Year after year, the Planixs team has empowered financial institutions with unique insights into the drivers of intraday risks and costs, reshaping the way they navigate the intricacies of the financial landscape.

Meet the Leadership Team

Introducing our leadership team, who are all seasoned specialists in liquidity management, intelligent tech and effective strategy and implementation.

Neville Roberts, CEO

Neville Roberts, CEO

Neville founded Manchester-based Planixs in 2011. Since that time it has become a market leading Financial Services software company with a global presence.  Prior to Planixs, Neville was Enterprise CIO at Best Buy, the world’s largest consumer electronics retailer with turnover in excess of $50 billion.

Previous roles include 18 years at Accenture where he worked across a number of industry sectors including banking and insurance, manufacturing and retail, and government. In this role, Neville became a senior partner in the Retail practice, working with many of the world’s leading companies.

Paul Elsewood, COO

Paul Elswood, COO

Paul has been the Chief Operating Officer at Planixs since 2016.  Prior to joining Planixs, he worked in senior management roles at Accenture, Oracle Retail, CDC Software and Aptean where he led sales, marketing, demand generation, client success and product development for enterprise software solutions.

Acknowledged as an inspirational leader with great strategic insight and vision, Paul balances attention to detail with a pragmatic business outcome approach.  He has strong go-to-market, product and delivery expertise and experience.

Pete McIntyre, Financial Services Director

Pete McIntyre, Financial Services Director

A specialist in intraday liquidity and real-time treasury software solutions, Pete joined Planixs in 2012.  He established the company’s Financial Services business and is instrumental in the development and delivery of Planixs market-leading Realiti® platform that provides real-time, enterprise-wide cash and liquidity management services to financial firms. 

Pete joined Planixs from PwC where he was a partner in its consulting practice. He previously held senior positions at blue-chip management consultancies including PwC and Deloitte where he worked with firms all around the world to deliver technology-enabled transformation.

Simon Evans, Head of Finance

Simon Evans, Head of Finance

Simon is a qualified management accountant with over 30 years of senior finance experience, mainly with technology companies including Telecoms, ISP, Software and Consumer Services. He has a particular strength in growing businesses and developing them to enable capitalisation of their core skills and products.

Jenny Stockton-Pugh, HR Manager

Jenny Stockton-Pugh MCIPD, HR Manager

Jenny is a seasoned HR professional with diverse expertise in recruitment, employee engagement, and strategic HR management. With a background spanning Retail, Higher Education, and Pharmaceuticals. Jenny spearheads Planixs’s global recruitment and engagement program, leveraging over a decade of experience to drive talent acquisition and foster a culture of excellence.

Tim Page, Global Head of Sales

Tim Page, Global Head of Sales

Tim has over 20 year’s experience in software, data and analytics and most recently to Planixs, was the VP Software Sales for America at Transunion working in the US financial markets. Tim has extensive experience of sales leadership and business development with major global brands. In his new role Tim will be responsible for leading Planixs’ global sales growth and supporting the evolution of Planixs as the leading real time Treasury software provider.