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
On-Demand Webinar: Open Banking – Wait and See or Be a First Mover
In this webinar we explore the opportunities and risks of Open Banking for the Wealth and Investment industry
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Events
ASFA Conference 2022
We are delighted to exhibiting at the 2022 Association of Superannuation Funds of Australia (ASFA) Conference
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Events
Fintech Meetup 2022
We are delighted to announce our participation as sponsors of Fintech Meetup 2022 - the world’s largest fintech meetings event
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News & Blog
News & Blog
Understanding Cashfac in Property Management
This article is a guide for property managers who are contemplating the deployment of Cashfac for operational cash management, changing bank, expanding through mergers or
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News & Blog
Healthcare Share: the evolving market with an identity crisis
Our latest blog looks at how firms in the evolving US healthcare share market can ease their growing pains, differentiation and regulatory challenges
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News & Blog
The Competition for Retail Investors’ Savings is Intensifying
Abrdn and Interactive Investor are riding the wave of demographic change and digital technology to enhance customer experience
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Solution Literature
Solution Literature
The Most Advanced Cash Management Platform for Superannuation Providers
This paper explores how our cash management platform helps Australian superannuation providers capture the next generation of retirees and maintain existing member engagement
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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
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
On-Demand Webinar: Open Banking – Wait and See or Be a First Mover
In this webinar we explored the opportunities and risks of Open Banking for the Wealth and Investment industry
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Videos
2022 Australia and New Zealand Wealth Management Insights
This on-demand webinar looks at the trends, impacts, and opportunities facing the AU/NZ wealth market in 2022
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Videos
Technology in Commercial Property Management
This on-demand webinar explores post-COVID trends, day-to-day challenges and how technology can drive success in commercial property management.
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Whitepapers and Research
Whitepapers and Research
2022 Australian Wealth Management Insights – The Trends and Strategies Driving Success
Our 2022 Australian Wealth Management Insights paper looks at changing market trends and cash management transformation strategies adopted by market leaders
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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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