Cover Image of Wealth Management Review 2021 – Sector Transformation

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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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Wealth Management Review 2021 – Sector Transformation

Customer Stories

Customer Stories

A library of case studies, quotes and stories from our customers and partners.
Events

Events

Register or join us at upcoming events, webinars and exhibitions.
News & Blog

News & Blog

The latest Cashfac news and views from our team.
Solution Literature

Solution Literature

Read and download free copies of our full suite of solutionware.
Videos

Videos

Explore our collection of videos and on demand webinars.
Whitepapers and Research

Whitepapers and Research

Read our latest industry thought leadership and published research.

Customer Stories

XPS Accelerates Growth using Cashfac’s Virtual Accounts Platform
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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@sipp Limited goes live with Cashfac Virtual Bank Technology (VBT) to drive process automation and increase productivity
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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@sipp
International HR and tax consultants reduce risk on client accounts
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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international-hr

Events

Webinar: Escrow Accounts – Enhancing the Customer Experience
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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Escrow Accounts: Enhancing the Customer Experience
Escrow Accounts in 2021: Driving Customer Satisfaction
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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Escrow Webinar
The Summit for Asset Management (TSAM) Tech Show 2020
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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TSAM Tech Show 2020

News & Blog

Business Continuity Provisions (Coronavirus – COVID19)
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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Business Continuity
Cashfac win Pension Administration fintech award at 2021 Systems in the City Conference
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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Business Continuity Provisions (Coronavirus – COVID19)
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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Business Continuity

Solution Literature

Client Money – Preserve Your Capital
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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Escrow Accounts
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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Escrow Accounts
Multi-Bank & Multi-Currency
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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Multi-Bank & Multi-Currency

Videos

Webinar: Escrow Accounts – Enhancing the Customer Experience
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.

Read more

Escrow Accounts: Enhancing the Customer Experience
Webinar: Wealth Management Review 2021
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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Escrow Accounts in 2021: Driving Customer Satisfaction
Videos

Escrow Accounts in 2021: Driving Customer Satisfaction

Available to view on-demand

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Escrow Accounts Webinar

Whitepapers and Research

‘Dear Diary’: Recordkeeping under the FCA’s CASS Rules
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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Virtual Accounts: Closing the Service Gap in Corporate Banking
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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Virtual Bank Account Management
Guide to Accounting for CASS 7
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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Segregation of Funds