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Leading Caribbean bank strengthens liquidity management with Planixs

PROVEN, a provider of financial services, investment management and insurance in St Lucia and the Cayman Islands, has scaled its use of the Realiti suite from leading liquidity management and insights company, Planixs.

PROVEN first approached Planixs in 2025 and, after a fast discovery and feasibility exercise, integrated Realiti into their operations. The key objective was to gain better insight and reporting into their intraday liquidity management. By adopting Realiti's intraday liquidity monitoring and Data Intelligence Platform (DIP) modules, the bank could clearly and accurately gain the insights it needed in a live environment.

One of the drivers for the change was the Cayman Islands Monetary Authority's (CIMA) stance on intraday liquidity management, which follows the pattern that regulators from around the world are setting, such as the European Central Bank and the Monetary Authority of Singapore.

Soon after implementation, PROVEN reached out to Planixs to further embed Realiti, introducing funding, forecasting, reconciliations and increasing the number of accounts going through Realiti.

PROVEN Group CEO Johann Heaven said: "Realiti quickly delivered on our expectations and seamlessly integrated with our treasury operations. We received excellent support throughout the process, which gave us the confidence to quickly expand our use of the platform with forecasting features and reconciliation, to provide a true 360-degree view of our liquidity." Planixs CEO and Founder Neville Roberts, said: "Over the last 12 months, the team at PROVEN have worked closely with us to transform the bank’s liquidity management and insight. It's fantastic to see how embedded Realiti is in the bank's operations, and it's a testament to the capabilities of our technology.

The speed of PROVEN's journey from initial enquiry to customer was a record for us too. This is proof that both proactivity and focus from a bank, combined with a purpose-built, easy-to-implement technology solution, can quickly achieve efficiency and insight."

Re-disseminated by The Asian Banker

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