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: 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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Events
The Summit for Asset Management (TSAM) Tech Show 2020
We are delighted to sponsor the 2020 TSAM Tech Show – a summit which brings together the leading technology companies within the global asset management
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News & Blog
News & Blog
Business Continuity Provisions (Coronavirus – COVID19)
Updated 4th August 2021 - The impact of Coronavirus (Covid-19) on delivery of Cashfac Regulated Activities.
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News & Blog
Cashfac win Pension Administration fintech award at 2021 Systems in the City Conference
Cashfac awarded best ‘Pension Administration System’ accolade at the 2021 Systems in the City Financial Technology Conference and Awards
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News & Blog
Business Continuity Provisions (Coronavirus – COVID19)
Updated 6th July 2021 - The impact of Coronavirus (Covid-19) on delivery of Cashfac Regulated Activities.
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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
‘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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Whitepapers and Research
Virtual Accounts: Closing the Service Gap in Corporate Banking
This paper identifies and analyses key gaps in service expectations between banks and their corporate customers and explores the critical role of virtual accounts.
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Whitepapers and Research
Guide to Accounting for CASS 7
How to meet the Operational Accounting Challenges for Client Asset Protection. Discover how the functionality of a CASS Accounting Hub can help a firm achieve
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