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Planixs Appoints Nick Jepson as Chief Revenue Officer


Planixs, the market leading provider of real-time, intraday cash, collateral and liquidity management solutions, has today announced that Nick Jepson has been appointed as Chief Revenue Officer to lead all the firm’s revenue related activities.

Nick brings with him over 30 years’ experience working in Treasury for several G-SIBs as well as providing consulting and software services to banking and financial services organisations and leading technology implementations that improve back-office operations and reduce the cost of meeting future regulatory requirements.

Nick held senior leadership positions in management consultancy at Accenture and PwC where he focused on strategic and regulatory change. He has led restructuring and transformation projects for global treasury departments and large banking firms. In 2010, Nick founded his own consultancy firm that provided specialist services across payments, intraday liquidity and compliance directly to financial services firms, whilst also partnering with RegTech and FinTech organisations.

Nick has worked alongside Planixs rolling out the company’s Realiti® intraday cash and liquidity management solution at several banking firms in the UK and Europe and has served as Chief Customer Officer at Planixs since 2021.

As Chief Revenue Officer Nick will oversee all revenue related activities including sales and marketing, customer implementations and all services related activities. Having spent most of his career working with financial services firms and the last 18 months as Chief Customer Officer at Planixs, Nick is well-versed in the needs and requirements of banking firms and will utilise his extensive experience to support Planixs’ growing customer base to use real time liquidity insights to outperform their peers.

Planixs has experienced significant growth over the last twelve months and is now expanding their reach into liquidity forecasting and insight into instant payments schemes and large corporate customers.

Founded in 2011, Manchester-based Planixs works with some of the world’s most prominent global financial institutions such as Deutsche Bank, SIX Group, Lloyds Banking Group and Scotiabank, in providing its market-leading product suite Realiti® - a cloud-based technology solution suite that delivers real-time intraday cash, collateral and liquidity management capabilities to the financial services industry.

Neville Roberts, Planixs’ CEO, comments: “We are delighted to appoint Nick as Chief Revenue Officer at Planixs. Nick’s experience across software, services and programme delivery in financial services will help us to continue to improve our support for real time liquidity insights across financial institutions. As we continue to expand our customer base and channels to market, the appointment of a Chief Revenue Officer is the natural next step in Planixs’ evolution.”

Nick Jepson comments: “I am really excited to become the Chief Revenue Officer at Planixs. Planixs is the leading supplier of real-time liquidity management software bringing together cash and collateral. Liquidity is such an important area for banks and buy-side firms and as we’ve seen over recent weeks financial firms need instant insights to allow them to take appropriate action in turbulent markets. I am looking forward to helping our current clients as well as executing on our ambitious expansion plans and working with our talented team.”

About Planixs:

Planixs provides cloud-enabled solutions that power any Treasury in any industry to become real-time with rapid analytics, intraday control and agile liquidity. Realiti® from Planixs is a complete suite of modules that creates a real-time, liquidity-based view of the organisation and delivers instantaneous insights over vast data volumes with devotees across Funding, Liquidity, Compliance, Risk and beyond. Realiti’s clients include banks of all sizes, including G-SIBs such as Deutsche Bank and D-SIBs such as Scotiabank, NatWest and Lloyds Banking Group.

Planixs Contacts:

Colleen O’Brien
Marketing Manager
Tel: +44 (0) 7472 838456

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