Customer Stories
Customer Stories
XPS Accelerates Growth using Cashfac’s Virtual Accounts Platform
XPS Pensions Administration uses Cashfac’s Virtual Accounts platform to help manage their increasing number of bank accounts.
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Customer Stories
@sipp Limited goes live with Cashfac Virtual Bank Technology (VBT) to drive process automation and increase productivity
@sipp, a leading provider of self-invested pension products, integrates our platform with existing core systems to drive automation and increase productivity across their cash management
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Customer Stories
International HR and tax consultants reduce risk on client accounts
Cashfac provided the firm with a single platform to manage their entire account infrastructure and virtualise their client accounts.
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Events
Events
Webinar: Technology in Commercial Property Management
Our latest webinar explored post-COVID trends, day-to-day challenges and how technology can drive future success in commercial property management
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Events
Webinar: Escrow Accounts – Enhancing the Customer Experience
In partnership with Bloor Research, this webinar explored how US banks can enhance customer experience through their escrow accounts service.
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Events
Escrow Accounts in 2021: Driving Customer Satisfaction
In partnership with Sterling National Bank, our upcoming webinar will explore how banks can drive customer satisfaction in 2021 by delivering an escrow solution tailored
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News & Blog
News & Blog
Poor Customer Experience in the Pensions and Investment Sector
Retail investors are frustrated with the user experience provided by their pensions and investment providers. Our latest blog explores how the pensions and investment industry
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News & Blog
Business Continuity Provisions (Coronavirus – COVID19)
Updated 3rd December 2021 - The impact of Coronavirus (Covid-19) on delivery of Cashfac Regulated Activities.
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News & Blog
MIRACL creates new partnership with Cashfac
MIRACL Trust announce new partnership with global cash management fintech to provide PSD2 compliance and Strong Customer Authentication solution
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Solution Literature
Solution Literature
Client Money – Preserve Your Capital
Using firm funds to top up client money is bad for return on capital. Managed remotely with minimum disruption, Cashfac can help preserve your firm’s
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Solution Literature
Escrow Accounts
Cashfac delivers a white-labelled escrow solution that meets the diverse requirements for Escrow services for sectors such as Trust, Legal, Property, Care and Exchange businesses.
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Solution Literature
Multi-Bank & Multi-Currency
Our platform is a multi-bank and multi-currency cash management solution. It is designed to provide centralised visibility and control of all banking operations.
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Videos
Videos
Webinar: Escrow Accounts – Enhancing the Customer Experience
In partnership with Bloor Research, this Cashfac webinar explores how banks can enhance customer experience through their escrow accounts service.
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Videos
Webinar: Wealth Management Review 2021
This on-demand webinar reveals and analyses key findings from Cashfac's 2021 Wealth Management Review
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Videos
Escrow Accounts in 2021: Driving Customer Satisfaction
Available to view on-demand
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Whitepapers and Research
Whitepapers and Research
Back-Office Transformation – Safeguarding the Future of UK Wealth Management
This 18-page whitepaper analyses the four megatrends shaping today’s UK wealth management industry and outlines how the market should respond to remain competitive and profitable.
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Whitepapers and Research
Wealth Management Review 2021 – Sector Transformation
This 34-page whitepaper analyses survey findings from over 120 senior executives from UK wealth managers on the sector’s transformation in 2021.
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Whitepapers and Research
‘Dear Diary’: Recordkeeping under the FCA’s CASS Rules
Broken down into four key sections, this whitepaper explores and challenges different points of consideration for maintaining adequate records to meet FCA CASS recordkeeping requirements.
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