Automate monitoring and alerts

Achieve timely detection of exceptional balances, mitigate risks, automate oversight, maintain liquidity thresholds, and enhance operational efficiency.

planixs monitoring and alerts for banks

The Challenge

Identifying exceptional, actual, and forecast account balances in a timely manner is crucial for banks to mitigate risks. With numerous accounts and high volumes of transactions, manual monitoring becomes impractical and error-prone.

Financial institutions often struggle to catch exceptional and stress events as they occur, leading to missed opportunities for immediate corrective actions. The lack of automation in this process increases the likelihood of errors and makes it difficult to maintain desired liquidity thresholds, resulting in potential exposure to financial risks.

The Solution

Realiti automates the monitoring of actual and forecast account balances across all your bank accounts, providing a unified, real-time view of your liquidity status. By setting predefined thresholds, our solution identifies unusual activity or stress events as they happen, and promptly alerts you to take necessary actions. This reduces the burden of manual oversight, allowing you to manage exceptional stress events as part of your standard business operations.

Realiti’s comprehensive monitoring helps:

  • Liquidity usage remain within desired thresholds
  • Control liquidity costs
  • Prevent unexpected financial exposures
  • Enhance operational efficiency
  • Strengthen ability to manage and mitigate liquidity risks effectively
Intraday Balance Visibility with Realiti for banks

See Realiti in action

See how Realiti® transforms intraday cash, collateral, and liquidity management. Banks gain real-time oversight of cash and securities, the platform reconciles forecasted vs actual positions, and delivers a single source of truth via intuitive dashboards.

Planixs Realiti Demo Video