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.
Treasury management software
Designed by and for Treasury bank professionals, our solutions provide organizations with a sales support system, MiFID II compliance systems, and the infrastructure to automate trade execution that maintains market leadership while continuing to grow treasury front office operations.
By Treasury Salespeople for Treasury Salespeople
With over ten years of experience, we have developed, and managed systems that help local and global banks grow their businesses and establish regulatory compliance. We offer best-practice suggestions and software technology to close gaps in client service, eradicate inefficiencies and maximize productivity.
Full range of bank treasury services
We assist with expertise and tools for simplifying transaction flows and automating sales and compliance management tasks. Pluridio treasury solutions integrate flawlessly with other internal systems of the bank, with minimal involvement from the bank’s IT team.
Our solutions
Pluridio Treasury Sales System
A specialized Front-Office CRM system that supports Treasury sales and real-time reporting at counterparty and portfolio levels. It enables efficiency and revenue growth of the Treasury Sales activity while ensuring compliance with regulatory and business policies.
Pluridio Compliance System MIFID II
A cross-organization back-end regulatory solution for managing bank client classifications, records keeping, and avoidance of conflict of interest under MiFID II, tailored to the bank’s specifications to fully comply with internal procedures and workflows.
Pluridio Omni-Channel
A pricing engine for the distribution of personalized Treasury services across all bank channels and client-end digital trading platforms, designed to support the growth of treasury business. It enables direct orders and execution of transactions with multiple financial instruments.
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.
We exclusively provide on-premises installation for complete security and control of the bank upon data in the systems. Thus, all data is located within the bank infrastructure.
User roles control access to systems through Active Directory integration and access permissions for business-specific functions and sensitive data. Complete audit trailing of user interventions is a default functionality.
Based on service-oriented and server-client decoupled architecture, the functionalities are exposed using secure and reusable services that can be accessed simultaneously by all user workstations.
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."