Use case · Banking & fintech
Verified cash context for banks and fintech partners
Business clients want to know not only their balance, but where cash is heading. Partners can embed Cash Optimizer's cash context via API, and treasury teams get one verified position with a 13-week forecast.
The problem
A bank sees its own accounts, but its business clients run several banks, entities and currencies. Without the full picture, cash conversations stay reactive.
How Cash Optimizer helps
- Cash context available to partner products via API
- One cash position across banks, entities and currencies
- 13-week cash flow forecast with liquidity low points
- Human approval on every payment and a full audit trail of proposed and applied changes
What changes
Partners can offer business clients a forward-looking view of their cash, and treasury teams plan with the low point in sight. Control over every payment stays with people.
Who it is for
- Banks and fintech partners serving business clients
- Corporate treasury and finance teams
- Payment and FX providers looking to add cash context
Questions from banks and fintech partners
Related pages
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