Expand treasury sales while mitigating operational and regulatory risks
Pluridio software solutions provide any bank treasury with increased control and efficiency in their sales, operational, and compliance activities.
Who is it for
A critical tool to improve client retention and tap into new sales, Pluridio is specifically developed for Treasury Bank departments. Our solutions increase efficiency and revenue growth while ensuring regulatory compliance.
Our solutions
How can our solutions benefit you
From day to day, we support you to:
- Increase actual time dedicated to business development.
- Extract more value from the client-centric business model.
- Close gaps in client service.
- Reduce operational risks.
- Manage MiFID II compliance risks.
In the short run, we help you to:
- Optimize quotations and client approach.
- Increase the number of clients by improving client experience.
- Increase the volume and complexity of transactions.
- Strengthen oversight at all levels: sales, operational, and compliance.
In the long run, we help you to:
- Unlock growth potential by tapping business reserves.
- Boost efficiencies by maximizing the potential of existing resources (HR, IT).
- Demonstrate MiFID II compliance at all times.
- Match leading global banks in the digital distribution of financial instruments.
- Scale up with no additional costs.
Scale your infrastructure with Pluridio's solutions
Customer Journey
We empower banks to transform their Treasury business and compliance and deliver optimized experiences to bank clients and staff.
With best practices and experience in mind, we carefully evaluate the business goals and tailor the path for implementation while long-term committing to driving business outcomes. We see ourselves as agents of change and strategic partners to drive the Treasury model transformation, uniquely combining domain expertise and technical mastery.
Pre-Sales
- Scoping
- Contract
- Kick-Off
Architect
- Discovery
- Design
Build and Test
Parallel Wave Streams
- Configuration
- Integration
- Custom Development
- SIT
- Unforeseen changes
Validate
- UAT
- Error fixing
Deploy
- Documentation
- Training
- Go-Live in production
- Final Acceptance
We provide essential resilience and agility tools for bank Treasuries to stay ahead of the competition or challenge the status quo.
Security
Banks find in Pluridio a trusted partner in expanding their sales operations safely. Security is one of our top priorities.
Svetoslav Velinov, MBA, CFA
"During our intensive use of the Pluridio TSS application for the past year, both from a management perspective and also with very close attention towards the feedback of my sales desk team, I can say without a doubt that the application has proven to be of great value to our sales activity and, in a very short period of time, it has increased efficiency and proven to be indispensable to our sales desk colleagues. We are very satisfied with the performance of the application and with the high level of support and flexibility we are receiving.”
“Pluridio has responded to all our requests promptly and has shown flexibility in implementing all our changes and customization requests. The company displayed a proactive approach to understanding our specific business needs and improving the solutions offered. Where needed, Pluridio demonstrated the ability to propose and implement new ideas or workarounds, workflows, and solutions to our specific needs.”
Cristian Bodîrcă
”Pluridio met our requirements for a tailor-made solution that is easy to use and offers our Sales team the possibility to observe clients’ activity and to have a proactive sales approach.”
Ionuț Lianu
"We appreciated both the maturity and quality of Pluridio's products and that the modules are integrated and interconnected. There are relatively few new products on the market. Thus, a new generation of products is needed to streamline treasury operations. In the long term, the main benefits of Pluridio solutions that I see are improving workflows and building software with notifications features, allowing for more time to understand and address the client needs."
