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Funding Optimisation

Funding Optimisation

Treasury and Finance Intelligence

The new Funding Optimisation module

The new Funding Optimisation module of the Perpetual Intelligence platform gives you the visibility and efficiencies you need to enhance margins.

For too long, optimising your funding has been a laborious, error-prone and stressful process. Old fashioned, Excel-based processes mean too many of your team spend too much of their time managing multiple spreadsheets instead of client and investor relationships.

Perpetual's new Funding Optimisation solution changes all that. 

Manage compliance, improve cyber security and drive efficiency

Using the latest cloud-based technology and inbuilt algorithms, the new funding optimisation module optimises the funding process, improves compliance and allows you to drive efficiencies and scale.

Perpetual’s new Funding Optimisation module is already in place and onboarding some of Australia’s most innovative financial services organisations.

What our clients say

“We’re always looking for ways to get our people adding value for stakeholders rather than battling through multiple spreadsheets. Perpetual’s Funding Optimisation module puts all the information at our fingertips so we can move fast.” - Karl Sick, COO, BC Investment Group

“As a digital technology company that has innovated the lending process by using technology to deliver efficiency and savings for our customers, I wanted to ensure our funding optimisation process reflected similar attributes” - Rowan Harry, Treasurer at Nano

Want to see what the Funding Optimisation module can do for your treasury and operations teams?

Reach out to us, so we can discuss how digitising your funding operations can improve your business.

Data and analytics solutions are provided by Perpetual Digital Pty Ltd ABN 62 626 891 978 (Perpetual Digital). This publication contains general information for wholesale clients only. Without limitation, this publication and the content in the Perpetual Intelligence platform (Content) is not intended and should not be used as: (a) an invitation to enter into any legal agreement of any kind; (b) a recommendation, offer or invitation to subscribe for or purchase any investments, securities or financial products of any party (including Perpetual Digital); (c) a substitute for professional financial advice with respect to particular circumstance; or any indicator or prediction of future activity in the financial services industry. As Perpetual Digital does not hold an Australian financial services licence, the Content does not constitute financial product advice. Except as required by law, no responsibility is accepted by Perpetual Digital or its related bodies corporate or any of their officers, employees, agents or associates, for any of the Content or for any action taken by a recipient on the basis of the Content.