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Insights

A selection of educational and thought-leadership articles created by our banking and treasury experts.

Intraday Liquidity Management...Are you ready for the next level?

We have joined forces with global consultancy firm, Oliver Wyman, to produced a white paper that highlights the prominent disruptors in the intraday liquidity space - both current and future, how these present challenges (and opportunities) for treasurers, and how banks can ensure they are prepared for the future.

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Real-time intelligence key for robust operational resilience

The ability of financial firms to withstand and recover from shocks is in the regulatory spotlight as never before and Nick Applebee, principal consultant & solutions SME at Planixs, believes they would be well advised to leverage real-time solutions for truly effective operational resilience

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Bank stress testing needs to get real

Nick Jepson, Chief Client Officer at Planixs, discusses why banks need to integrate real-time data into stress testing to gain powerful, novel insights and intelligence.

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Money Graph TGT Article

Current and future considerations for the treasury function including digital money and ESG

Nick Jepson, Chief Client Officer at Planixs, discusses managing the flock of black swan risks and using digital tools to prepare for the future

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Digital Assets, Crypto, Blockchain - what's this got to do with Treasury and Intraday Liquidity?

Pete McIntyre, Planixs' Financial Services Director, provides his thoughts on how the never-ending flood of initiatives in the world of digital and crypto assets impact intraday liquidity and what you can do about it.

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Planixs and Luxoft Webinar

Add real-time intraday liquidity insight to your treasury arsenal

Pete McIntyre, Financial Services Director, Planixs and Matthew Hargreaves, Global Industry Lead, Capital Markets Solutions, Luxoft, discuss

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Event Overview: Planixs Annual Customer Forum, July 2021

We recently hosted our first annual customer forum event, which was a great success. Read the blog our Marketing Manager, Colleen O'Brien, has put together providing an overview of the day.

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Treasury White Paper

Post-Covid-19 Checkpoint: What did Treasuries learn and how should they change for the future?

Find out what Treasurers found most challenging during the global pandemic and how they can futureproof their Treasury function.

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eBook: The Benefits of Real-Time Liquidity Management

Download our free eBook to learn about the benefits of real-time intraday liquidity management.

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Ryan Neske RBC

Treasury Fireside Chat Series: Episode One

24/03/2021

A conversation with Ryan Neske, Head - Funding & Liquidity, North America, Royal Bank of Canada.

We speak to Ryan about the changes in the banking sector since the Global Financial Crisis in 2007/2008 and how that has shaped how banking firms operate today.

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Intraday liquidity regulation – a decade of progress?

11/03/2021

Our Financial Services Director, Pete McIntyre, discusses the changes in intraday liquidity regulations over the last 10 years.

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Rachel

Q&A with Planixs’ UK Sales Executive, Rachel Edgecombe

25/02/2021

Rachel talks to us about her role, what it entails and the trends she is seeing as she speaks to banks, large corporates and NBFIs about their treasury and liquidity management processes.

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Global liquidity challenges and the ever-changing demands that treasurers are faced with

26/01/2021

What are some of the liquidity management challenges that many treasurers are facing in 2021? Planixs' Global Head of Sales, Tim Page, provides some insight into the current trends in the market and the changing demands that are affecting the banking sector.

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IAN C HEAD OF PRE SALES

A day in the life of Planixs’ Head of Pre-Sales, Ian Campbell

15/12/2020

Ian Campbell, Planixs’ Head of Pre-Sales, provides a glimpse into his day-to-day role at Planixs.

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Pressure rises for small banks to improve liquidity visibility

22/10/2020

Planixs' Financial Services Consultant, Nick Applebee, along with Simon Gray and Cindra Maharaj of Baringa Partners, discuss the rising pressures for smaller banking firms to improve visibility across their cash and liquidity.

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The Banker Podcast: Real-time transactions rising in demand

16/10/2020

Pete McIntyre speaks to The Banker’s Kimberley Long about how real-time payments are becoming more important, spurred on by the Covid-19 pandemic.

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Thinking beyond the obvious…the other benefits of a real-time solution

15/09/20

Planixs' Financial Services Consultant, Nick Applebee, discusses the wider benefits of gaining real-time insight through technology.

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Cash management

Cash management: The journey from assumed to actual

04/05/20

Planixs Financial Services Consultant, John Williams, discusses the process of cash management, touching on some of the challenges we have encountered whilst supporting our clients.

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What is Realiti® treasury management software – and what does it do?

06/04/20

Planixs' Product Owner, Marlon Hope, explains what our Realiti® software does, and how banking firms can improve their intraday liquidity management with the software.

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Planixs CEO, Neville Roberts, interviews Desmond Lynch, founder of Cupula Consulting...

15/04/20

Planixs CEO, Neville Roberts, and Cupula Consulting founder, Desmond Lynch, discuss the importance of real-time intraday liquidity management for banks and corporates.

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Intraday liquidity & real-time treasury: The Covid-19 advice to follow and the advice to ignore

14/04/20

Planixs’ Financial Services Director, Pete McIntyre, has sifted through the outpouring of guidance and advice on how financial institutions should react in this time of Covid-19, drawing out conclusions relevant to Intraday Liquidity & Cash Management.

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Regulation

Small banks face increasing intraday liquidity pressure

12/02/20

The pressure is mounting on smaller financial institutions not only to monitor but to actively examine and control, intraday liquidity in real-time - but how do they do this without the resources of the larger players?

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News Article: Banks’ Biggest Real-Time Liquidity Challenges

24/01/20

Faster and real-time payments capabilities continue to proliferate in the global financial services arena, and consumers aren’t the only beneficiaries of the trend. Corporates, too, are beginning to explore opportunities in real-time transactions in areas like payroll and intra-company payments.

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2020

CEO Blog: 2019 Recap and 2020 Vision

16/01/20

CEO of Planixs - the leading provider of intraday liquidity and treasury management software provides a recap of 2019 and an overview of the company's 2020 vision.

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Intraday Liquidity - say goodbye to 2019 with a final regulatory update

19/12/19

A 2019 round-up of the latest and new regulatory requirements from Planixs' Financial Services Director, Pete McIntyre.

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Intraday liquidity management blog

Give thanks for the Federal Reserve – intraday liquidity management reflections from a trip to New York

25/11/19

Read our insightful intraday liquidity management blog that details the current intraday liquidity landscape and what it takes to ensure that banking treasuries are optimising their intraday liquidity management capabilities and can ensure regulatory compliance.

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Do you have liquidity risk under control?

18/10/19

Learn about the steps needed to gain control over your liquidity.

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ISO 20022

ISO 20022 Migration - What is it and what are the benefits?

09/09/19

ISO 20022 represents a quantum leap in data granularity - but what is it and what are the benefits to banks and financial services organisations.

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Midsummer reflections on Intraday Liquidity: five takeaways & five recommendations

10/07/2019

Planixs' Financial Services Director, Pete McIntyre, highlights a selection of interesting intraday articles produced over the first half of 2019.

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Reflections on the Automation & Real-Time Treasury in Financial Institutions Forum

15/0619

An overview and the highlights of the Automation & Real-Time Treasury in Financial Institutions Forum held in June 2019.

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Intraday Liquidity now baked into Europe’s Liquidity regulations

27/11/18

The European Central Bank (ECB) has updated its approach to regulation and intraday is now firmly part of its liquidity regime. In this article, Planixs' Financial Services Director, Pete McIntyre, provides the background, explains what’s new and suggests what might happen next.

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The Regulators restart the intraday liquidity race – 12 talking points

19/03/18

Pete McIntyre, Planixs' Financial Services Director, outlines 12 key points when it comes to intraday liquidity regulations.

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Blockchain & Intraday Liquidity – a marriage made in heaven?

21/09/17

What are the benefits of blockchain when it comes to intraday liquidity?

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10 intraday liquidity management blog

Ten reflections on BCBS248 intraday liquidity, direct from the Regulators

07/07/2017

Planixs' intraday liquidity management expert, Pete McIntyre, highlights Ten reflections on BCBS248 intraday liquidity.

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The BCBS and how not to review intraday liquidity progress

13/06/17

Intraday liquidity expert, Pete McIntyre, provides his take on the Twelfth progress report on adoption of the Basel regulatory
framework.

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The BCBS and how not to review intraday liquidity progress
The BCBS248 Spring new regulatory guidance on intraday liquidity

The BCBS248 Spring – new regulatory guidance on intraday liquidity

08/03/17

An overview of the new BCBS 248 regulatory guidance on intraday liquidity.

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5 free takeaways from a regulators latest squeeze on Intraday Liquidity risk

5 free takeaways from a regulator’s latest squeeze on Intraday Liquidity risk

23/05/16

Planixs' intraday liquidity expert provides his view on the UK PRA’s latest thoughts on intraday liquidity.

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Managing intraday liquidity risk in times of market volatility and economic uncertainty

In this blog, Baringa and Planixs, explain the importance of day-on-day management of intraday liquidity risk, particularly in times of market volatility and economic uncertainty and the tools available to support intraday liquidity management.

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5 Insider Insights into BCBS248 How Different Regulators Tackle Intraday Liquidity

5 Insider Insights into BCBS248 – How Different Regulators Tackle Intraday Liquidity

10/05/16

How do different regulators address intraday liquidity? Read our article by intraday liquidity expert, Pete McIntyre, to find out.

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